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Probate Q&A Series

Can I include special needs provisions in the trust for a family member on medication?: North Carolina

Can I include special needs provisions in the trust for a family member on medication? – North Carolina Short Answer Yes. In North Carolina, you can build a discretionary “supplemental needs” provision into an irrevocable, third‑party trust so a beneficiary who may need public benefits is supported without making trust assets countable for means‑tested programs.…

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Probate Q&A Series

What steps should I take to recover inheritance that may have been misallocated by the administrator?: North Carolina

What steps should I take to recover inheritance that may have been misallocated by the administrator? – North Carolina Short Answer In North Carolina, a beneficiary can act through the Clerk of Superior Court to uncover and correct estate misallocations. Start by obtaining and reviewing the estate file, then petition to compel a full accounting,…

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