What can I do if a beneficiary says they won’t divide trust assets and is trying to drag the trust administration out for years? nc

What can I do if a beneficiary says they won’t divide trust assets and is trying to drag the trust administration out for years? – North Carolina Short Answer In North Carolina, a beneficiary generally cannot “hold the trust hostage” just by refusing to cooperate. If the person delaying things is acting as trustee (or…

How do I challenge a power of attorney that was signed when my parent had dementia and may not have understood what they were signing? nc

How do I challenge a power of attorney that was signed when my parent had dementia and may not have understood what they were signing? – North Carolina Short Answer In North Carolina, challenging a power of attorney (POA) signed during dementia usually means asking the Superior Court to declare the POA invalid because the…

If relatives have been living in the estate house, can their mortgage or upkeep payments be treated like rent instead of reimbursable expenses? nc

If relatives have been living in the estate house, can their mortgage or upkeep payments be treated like rent instead of reimbursable expenses? – North Carolina Short Answer Sometimes. In North Carolina, whether a relative’s mortgage, tax, insurance, or upkeep payments are reimbursable (instead of treated like “rent”) often turns on whether that person had…

When and how can heirs formally object to the personal representative’s actions during probate if we think the accounting is wrong? nc

When and how can heirs formally object to the personal representative’s actions during probate if we think the accounting is wrong? – North Carolina Short Answer In North Carolina, heirs can raise formal objections by filing an estate proceeding with the Clerk of Superior Court in the county where the estate is being administered, asking…