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Recent Updates
- Estate Plan Controversies
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- Trust Trend: Make Heirs Wait
- 5 Concerns for First-Time Executors
- Pros and Cons of Living Probate in North Carolina
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- First Forms for North Carolina Executors
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Why North Carolina Trustees Should Acquire Liability Insurance
Without liability insurance, trustees remain personally accountable for trust administration mistakes. Certain insurance policies help to manage trustee liability. These errors and omissions insurance policies for trustees provide coverage in the event that claims, lawsuits, or damages occur as a result of the trustee’s actions or inaction. […]
Category: Trusts Tags: Trustee, trust protector, trust protectors, Administration, Asset Protection
The Taboo Subject of Estate Planning and Firearms
A guest contributor on Southern Gun Law Group, Dennis Gayness is a Certified Firearms Appraiser with the Triangle Shooting Academy. In his guest post he delves into events throughout history that have influenced rare and collectible firearms passed down through generations. […]
Category: Estate Planning Tags: NFA Gun Trusts, Trusts, Gun Trust Lawyer, collectibles, Asset Protection
Out-of-State Property in North Carolina Probate
The executor must inventory and evaluate all personal property, vehicles, and assets that pass through probate. However, if the decedent held property outside of North Carolina, those assets must follow the laws present in the alternate jurisdiction. […]
Category: Probate Tags: Administration, Real Property, Estate Planning, inheritance, Estates
NCBA Symposium: Gun Trusts in Elder and Special Needs Law
TrustCounsel's principal attorney Gregory Herman-Giddens presents Gun Trusts in Elder and Special Needs Law at the North Carolina Bar Association Annual Symposium in Pinehurst this February. […]
Category: Trusts Tags: Gun Trust Lawyer, NFA Gun Trusts, Estate Planning, elder care, special needs planning
How Proposed Changes to Family Businesses Could Raise Estate Tax Liability
Over the summer of 2016, the IRS released proposed changes to tax provisions (Section 2704) that apply to most business entities, including family businesses. These potential changes could have a major impact on tax planning, including estate tax implications. […]
Category: Tax Tags: Pending Legislation, Business Entities, FLLC, Probate, family entities
Possible Tax Items to Expect With Trump Adminstration
Have you reviewed the proposed tax changes under the forthcoming Trump Administration? Read on to learn what is expected to change within the first 100 days following inauguration. […]
Category: Tax Tags: Estate Tax, Estates, Tax Returns, Tax Attorney, Income Tax
3 Errors North Carolina Executors Might Encounter Without Legal Counsel
When it comes to legal matters, it’s not in the executor’s best interest nor the best interest of the estate or its beneficiaries to rely on a DIY effort. The most important issue executors should understand is that executors are held personally responsible for probate errors and mistakes, regardless if the blunder was unintentional. […]
Category: Probate Tags: Administration, Estates, Estate Tax, Tax Attorney, Tax
Penalties for Executors Due to Attorney Fault
A recent court ruling serves as a reminder of the personal financial liability executors may face even when they retain a probate attorney. Executors may be held legally responsible for errors in estate administration - even an attorney's errors. […]
Category: Probate Tags: Administration, Tax, Estate Planning Attorney, Estate Planning
Steps to Take After a Spouse’s Death in North Carolina
A surviving spouse is often required to provide immediate attention to matters related to probate (much of which might be unfamiliar to them) even as they process and adjust to their loss and grief. […]
Category: Probate Tags: Administration, elective share, portability, Spouse, Life Insurance
NC Marriage Ruled Valid Despite Lack of Marriage License: How This Affects Estates
North Carolina courts denied a wife’s claim to her spousal share since no marriage license existed. However, the wife filed an appeal, and the appellate court judge ruled that the absence of a marriage license does not invalidate a marriage, thus allowing the wife to claim a spousal share. […]
Category: Probate Tags: Estates, Administration
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