Guardianship + Estate & Trust Litigation
Estate and Trust Litigation
Family situations are complex and although we think our parents will treat their children equally and fairly, often times due to diminished capacity or one child unduly influencing an aged parent, wills and trusts get changed benefiting one child over another. This is an age old problem and our laws provide redress for these situations. If you are confronted with this problem, please contact us and set up a consultation meeting to see if your situation is one which the legal system can potentially correct.
Will & Trust Disputes
Executor & Trustee Misconduct
Inheritance & Asset Distribution Conflicts
Estate & Trust Accounting Issues
Probate Appeals & Complex Cases
Drafting Wills
Creating legally valid Wills that specify how a client’s assets will be distributed after death and can name guardians for minor children.
Establishing Trusts
Setting up revocable or irrevocable trusts to manage assets, protect privacy, provide for beneficiaries, and potentially minimize taxes or minimize probate.
Powers of Attorney
Preparing financial and health care powers of attorney, allowing clients to appoint trusted individuals to make decisions if they become incapacitated.
Assist with Designating Beneficiaries
Advising on beneficiary designations for accounts and policies to ensure they align with the overall estate plan while working with the client’s trusted financial advisor to see that the terms of the estate plan are in alignment with the beneficiary designations
Probate and Estate Administration
Guiding families through the probate process and assisting with estate or trust administration after a client’s death. We assist with all aspects of estate administration in any county in North Carolina.
Tax and Asset Protection Planning
Providing strategies to reduce estate and gift taxes, protect assets from creditors, and coordinate with financial advisors and tax advisors.
Guardianships
Guardianships are utilized to provide assistance to an individual due to a lack of mental capacity or age to assist them in protecting their person or estate. Each situation is unique. If you have concerns that a loved is in need of assistance, please set up a consultation to see if Guardianship is an appropriate avenue to help your loved one.
Establishing Guardianships
Contesting or Defending a Guardianship
Guardian Responsibilities & Oversight
Modifying or Ending a Guardianship
Emergency & Temporary Guardianships
