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Estate Planning Q&A Series

Can we put inherited money into a special needs trust after the person has already inherited it, and would that help with Medicaid? nc

Can we put inherited money into a special needs trust after the person has already inherited it, and would that help with Medicaid? – North Carolina Short Answer In North Carolina, once a Medicaid recipient actually receives an inheritance, that money usually becomes a countable resource and can disrupt Medicaid eligibility. Moving that inherited money…

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Guardianship Q&A Series

Should I pursue guardianship or another court process to prevent family members from interfering with medical decisions? NC

Should I pursue guardianship or another court process to prevent family members from interfering with medical decisions? – North Carolina Short Answer In North Carolina, guardianship can stop family interference with medical decisions, but it is usually the most intrusive option and requires a court finding of incompetency. If a valid health care power of…

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Wrongful Death

Can an insurance company share claim details with the estate’s attorney before a formal authorization or representation letter is on file? nc

Can an insurance company share claim details with the estate’s attorney before a formal authorization or representation letter is on file? – North Carolina Short Answer In North Carolina, an insurance company usually will not (and often should not) share nonpublic claim-file details with someone claiming to represent an estate until it can verify that…

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Wrongful Death

How can an estate make sure the insurance adjuster communicates directly with the estate’s legal representative going forward? nc

How can an estate make sure the insurance adjuster communicates directly with the estate’s legal representative going forward? – North Carolina Short Answer In North Carolina, the cleanest way to route all insurance communications through the estate’s lawyer is to send the insurer a written “letter of representation” identifying the estate’s personal representative and the…

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Wrongful Death

Now that I’m the estate administrator, what do I need to sign so the lawyer can move forward with the wrongful death claim? – nc

Now that I’m the estate administrator, what do I need to sign so the lawyer can move forward with the wrongful death claim? – North Carolina Short Answer In North Carolina, the wrongful death claim is brought by the estate’s personal representative (the administrator or executor), not by individual family members. To let counsel move…

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Probate Q&A Series

What information can the estate’s attorney share with a creditor or financial institution about the probate process? NC

What information can the estate’s attorney share with a creditor or financial institution about the probate process? – North Carolina Short Answer In North Carolina, an estate’s attorney can usually share basic, non-confidential status information about the probate process and point a creditor or financial institution to public filings in the estate file with the…

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Probate Q&A Series

How do I figure out which country’s inheritance process applies when the person lived in the U.S. but had foreign citizenship and assets abroad? NC

How do I figure out which country’s inheritance process applies when the person lived in the U.S. but had foreign citizenship and assets abroad? – North Carolina Short Answer In North Carolina, the key starting point is usually the decedent’s domicile at death (their true, permanent home), plus where the assets are located. If the…

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