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Can I use statements in the divorce paperwork about separation and living arrangements to help get dismissed from the partition case? NC

Can I use statements in the divorce paperwork about separation and living arrangements to help get dismissed from the partition case? – North Carolina Short Answer Sometimes, but only if the divorce paperwork helps prove a key point the partition court actually cares about: whether there is a real ownership interest in the property that…

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How do I figure out who owns what share of the property when a parent died, the surviving parent remarried, and the new spouse was added to the deed? NC

How do I figure out who owns what share of the property when a parent died, the surviving parent remarried, and the new spouse was added to the deed? – North Carolina Short Answer In North Carolina, ownership shares usually come from (1) the deed language (tenants in common vs. joint tenancy with survivorship vs.…

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Probate Q&A Series ·

How do I prove I’m authorized to act for a deceased parent’s estate if a company won’t release information to me? NC

How do I prove I’m authorized to act for a deceased parent’s estate if a company won’t release information to me? – North Carolina Short Answer In North Carolina, most companies will not release a deceased parent’s account details or property unless the Clerk of Superior Court has appointed a personal representative and issued Letters…

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Probate Q&A Series ·

Can we sell or refinance inherited property if minor children own a share, and what court approval is required? NC

Can we sell or refinance inherited property if minor children own a share, and what court approval is required? – North Carolina Short Answer In North Carolina, inherited real estate that is partly owned by minor children generally cannot be sold or refinanced (mortgaged) based only on family agreement. A court-supervised process is usually required…

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How do I know whether the trustee is following the trust agreement and handling the trust money correctly? NC

How do I know whether the trustee is following the trust agreement and handling the trust money correctly? – North Carolina Short Answer In North Carolina, the most practical way to check whether a trustee is following the trust agreement and handling trust money correctly is to request clear, written information: what assets the trust…

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What happens to Medicaid eligibility if my spouse receives an inheritance directly into a bank or investment account? NC

What happens to Medicaid eligibility if my spouse receives an inheritance directly into a bank or investment account? – North Carolina Short Answer In North Carolina, if a Medicaid recipient spouse receives an inheritance directly into a bank or investment account, that money is usually treated as an available resource once received. If the inheritance…

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How do I respond to a partition lawsuit when I believe I paid for the home and the other co-owner didn’t contribute to the mortgage or bills? NC

How do I respond to a partition lawsuit when I believe I paid for the home and the other co-owner didn’t contribute to the mortgage or bills? – North Carolina Short Answer In North Carolina, a co-owner generally has the right to file a partition case in Superior Court even if the other co-owner paid…

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How do we set up an estate plan where everything goes to my spouse first, and if we both pass, it goes to my sibling or my sibling’s children? NC

How do we set up an estate plan where everything goes to my spouse first, and if we both pass, it goes to my sibling or my sibling’s children? – North Carolina Short Answer In North Carolina, this is usually done by combining (1) updated beneficiary designations and joint ownership for “first-to-die” transfers to a…

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Attorney Jared Pierce
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