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,…

How can I stop a foreclosure on inherited property during probate in Rockingham County?

What if the appointed personal representative dies before probating my grandmother’s estate in Rockingham County? If the person named in your grandmother’s will (your father) died before opening or completing probate, North Carolina law provides for a successor personal representative. Under N.C. Gen. Stat. § 28A-12-1, when a named executor can’t serve, dies, or resigns…

What rights do North Carolina trust beneficiaries have to copies of a revocable living trust and enforcement options if refused?

FAQ 1: What rights does a beneficiary have under North Carolina law to request copies of a revocable living trust? As a beneficiary of your grandmother’s revocable living trust, North Carolina law gives you a clear right to inspect and copy the trust instrument and any amendments. Under N.C. Gen. Stat. § 36C-8-815, a trustee…

What steps can I take to challenge a false incompetency claim and recover my inheritance in North Carolina?

What should I do if I believe a family member wrongly diverted my inheritance by claiming I was incompetent? If you suspect a personal representative or heir improperly removed you from an estate by falsely claiming incompetency, start by reviewing North Carolina’s probate notice requirements and your rights as an heir. Under North Carolina General…