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Recent Updates
- Estate Plan Controversies
- Incentive Trusts
- Trust Trend: Make Heirs Wait
- 5 Concerns for First-Time Executors
- Pros and Cons of Living Probate in North Carolina
- North Carolina Small Estates Administration
- First Forms for North Carolina Executors
- Factors That Affect Length of Probate
- Important North Carolina Probate Forms
- Managing Estate Assets
- Dealing With Creditors in NC Probate
- Estate Issues With DIY Deeds
Estate Plan Controversies
Celebrities are not the only individuals whose estate plans experience controversy. The Will of any individual may be contested in court. Some estate plan provisions might cause conflicts. Controversy is particularly likely if an individual includes provisions for a spousal disinheritance or conditional inheritances based on marital status, religious beliefs, political affiliations or similar factors. […]
Category: Estate Planning Tags: Wills, elective shares
Incentive Trusts
Trusts may be customized to suit the grantor’s wishes, which may include their determination of what’s best for their beneficiaries. […]
Category: Trusts Tags: Asset Protection, distribution, incentive, inheritance, Trusts
Trust Trend: Make Heirs Wait
How long will it take you to receive your inheritance in North Carolina? If our state follows a national trend, the time may be growing longer. […]
Category: Asset Protection Tags: Trusts, Asset Protection
5 Concerns for First-Time Executors
A person serving as executor for the first time must manage the time demands of the probate process while allowing leeway for their own learning curve. Our probate attorneys produced a few overviews of the estate administration process to help facilitate a productive start. […]
Category: Probate Tags: Administration, Estates, Wills, Will Contest, Trusts
Pros and Cons of Living Probate in North Carolina
Living probate legislation was passed in North Carolina almost two years ago. While many issues may be prevented if a testator properly implements living probate during their lifetime, some estate administration issues nevertheless might occur. […]
Category: Probate Tags: Administration, Wills, Will Contest
North Carolina Small Estates Administration
Executors may discover throughout the course of estate administration that the value of the estate falls within North Carolina’s statutory threshold for small estates. For qualifying estates, the law provides a means for heirs to receive the decedent’s property with minimal or no probate administration. […]
Category: Probate Tags: Administration, Estates, intestacy, Wills
First Forms for North Carolina Executors
Certain forms must be filed before an individual may begin serving as executor or administrator of an estate in North Carolina. If the individual is ready to move forward, the first forms they should review include the following. […]
Category: Probate Tags: Administration, Estates, Wills
Factors That Affect Length of Probate
The duration of a North Carolina probate administration depends on a variety of factors. Understanding common causes of probate delays can help executors and other parties involved in the estate administration to prevent unnecessary interruptions. […]
Category: Probate Tags: Estates, Wills, Will Contest, Estate Tax, Tax
Important North Carolina Probate Forms
Executors must maintain records of accounting and other required documentation as part of their administrative duties. Customarily, the following probate forms are used for North Carolina estates (links provided to official documents where available) […]
Category: Probate Tags: Administration, Wills, Beneficiaries, Will Contest, Creditors
Managing Estate Assets
Executors must preserve estate assets until distribution. Overseeing estate assets could be a burden for executors, particularly if the decedent bequeathed out-of-state property or unique assets. […]
Category: Probate Tags: Real Property, Administration, Estates, distribution, art
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