Probate

Summary Judgment Improper in Contract Case where Undue Influence and Lack of Consideration Alleged

Posted on: June 12th, 2008
Bruce and Kathryn Barbee, an elderly North Carolina couple, owned a $450,000 vacation home. ...

Factors for Determining Undue Influence

Posted on: February 20th, 2008
The North Carolina Court of Appeals’ recent decision in In re Will of John A. Jones, Jr. deals with a Caveat against a Will in favor of the decedent’s wife filed by the executor of the prior Will, ...

Increased Court Fees for Testamentary Trusts

Posted on: November 3rd, 2007
Another increase in North Carolina court fees: As of August 1, 2007, testamentary trusts (those contained in a Will) which account to the clerk are subject a fee of 40 cents per $100 of receipts. ...

Records and Documents Required by Survivors

Posted on: August 31st, 2007
Earlier this week a couple of clients contacted me asking if I had a form called and "Essential Document Locator." ...

North Carolina Court Fees Increase August 1, 2007

Posted on: July 31st, 2007
NC will increase some court fees, including certain estate fees, effective August 1, 2007. The filing fee for estates goes up to $60 (from $50). ...

IRS Rules IRA Rollover Okay Even Though Taxpayer Was Deceased

Posted on: May 28th, 2007
IRS regulations allow an owner of an IRA to withdraw it for purposes of transferring it to another institution provided that the funds are placed in the new institution within 60 days. ...
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