Fiduciary Litigation Group

How Should You Handle Suspicious Changes To A Will? - Fiduciary Litigation Group Sometimes, a deceased loved one’s will turns into an unexpected surprise for family members: instead of naming them heirs, or designating the inheritance they expected, the will might say something else entirely. Immediately, you may wonder, “Was I cheated out of my inheritance?”  Unexpected ...

When Can An Estate Executor Be Sued? - Fiduciary Litigation Group Acting as an executor of someone’s estate can be an honor, but can also turn out to be a challenging venture if certain guidelines are not followed or ignored. North Carolina Law gives an executor, also known as a trustee or administrator, considerable discretion to distribute an estate to the hei...

What Damages Are Available In Fiduciary Breach Cases? - Fiduciary Litigation Group In one form or another, people and businesses place trust in other individuals (fiduciaries) or organizations to act in their best interest. Such relationships and trust generally revolve around finances and assets. However, there are instances where the entrusted party fails to act in their client....

How Shareholders Can Bring Disputes Against The Fiduciaries Of A Business - Fiduciary Litigation Group Shareholders, partners, members, and directors come together to run a business. However, sometimes the parties may have conflicting interests which interfere with the business’s progress. Usually, parties work together to meet a common goal and work in the interest of the business. When the board ...

The Five People In Your Life You Didn't Know Were Fiduciaries - Fiduciary Litigation Group Everyone needs someone in their life that they can trust. Whether it concerns your personal or professional life, it is always a good feeling to know that you have a dependable person on your side that has your best interest at heart. This is especially true when it comes to your financial security....

Estate Administration And The Role Of The AOC-E-505 - Fiduciary Litigation Group One of the most significant responsibilities you can receive from a deceased loved one is being the executor of their estate. As the estate representative, you have to account for the decedent’s personal assets and determine their value. You will also handle other duties, including filing taxes, p...

Estate Litigation And The Role Of The AOC-E-505 - Fiduciary Litigation Group One of the most significant responsibilities you can receive from a deceased loved one is being the executor of their estate. As the estate representative, you have to account for the decedent’s personal assets and determine their value. You will also handle other duties, including filing taxes, p...

Why You Need An Attorney In Will Contests - Fiduciary Litigation Group Losing a loved one can put a person in a stressed state of mind. Dealing with all the necessary legal steps that accompany estate distribution only worsens the situation.  In North Carolina, any party interested in the estate can enter a caveat to probate when the probate begins and for three years...

The Benefits Of A Revocable Trust In North Carolina - Fiduciary Litigation Group In recent years, estate planners have shifted their preference to a revocable trust as opposed to a regular Will or irrevocable trust. Revocable trusts in North Carolina have similarities to Wills in that they both plan for how your estate is handled when you die, however revocable trusts have addit...

Preserving Your Estate Planning Documents - Fiduciary Litigation Group Here’s Why You Need to Keep Them Safe: and What Can Happen If You Don’t. Death is stressful in numerous ways, including logistically: Figuring out how to manage a loved one’s affairs postmortem requires a deep-dive into estate planning documents, finances, and other items that can trigger both...

Guardianships And Incompetentcy In North Carolina - Fiduciary Litigation Group When someone you care about starts to show the inability to make sound decisions, it’s a difficult time. It can also be a good time to consider guardianship of that individual or loved one to protect them from making decisions that may adversely affect their lives. Guardianship in North Carolina i...

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