How will receiving an inheritance affect my SSI and Medicaid eligibility in North Carolina?

How Will Receiving an Inheritance Affect My Disability Benefits and Medicaid Eligibility in North Carolina? When you receive an inheritance, you must understand how it interacts with Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI) and Medicaid. SSDI is an earned‐benefit program based on work credits. SSDI benefits will continue unchanged when you inherit…

How can co-heirs in North Carolina fairly divide sentimental personal property during probate and comply with written receipt requirements?

1. How Do Co-Heirs Fairly Divide Sentimental Personal Property in a North Carolina Probate? When a loved one dies without a clear plan for dividing antiques, furniture or other personal property, siblings can find themselves locked in conflict over sentimental items. North Carolina law gives your personal representative (formerly called an “administrator”) the duty to…

How do you use a permissive notice approach under N.C. Gen. Stat. § 28A-18-11 for final accounting in NC probate?

What is a permissive notice approach to final accounting in North Carolina probate? In North Carolina probate, a “permissive notice” approach offers a streamlined way to serve your beneficiaries with the public record portion of the personal representative’s final accounting. Rather than circulating every voucher, bank statement and attachment, you file the accounting with the…

What should a personal representative do if Medicaid Estate Recovery files a satisfaction of claim after omitting estate real property?

What should I do if Medicaid Estate Recovery filed a satisfaction of claim prematurely because the estate’s real property was omitted? Under North Carolina law, the Division of Medical Assistance (DMA) may file a satisfaction of claim once it thinks all estate assets have been reported. If your annual accounting failed to list real property,…