Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
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Real Estate Q&A Series ·

What evidence is used to prove undue influence or lack of capacity when a sibling was present during the attorney meeting where the deed was signed? NC

What evidence is used to prove undue influence or lack of capacity when a sibling was present during the attorney meeting where the deed was signed? – North Carolina Short Answer In North Carolina, courts usually look for a combination of medical evidence (dementia diagnosis, records, and provider testimony) and “circumstantial” evidence about how the…

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Surplus Funds Q&A Series ·

Does someone who was only under a parent’s guardianship (not legally adopted) have any right to share in inherited property proceeds? NC

Does someone who was only under a parent’s guardianship (not legally adopted) have any right to share in inherited property proceeds? – North Carolina Short Answer Usually, no. In North Carolina, being raised under a parent’s guardianship does not, by itself, make someone an “heir” who can inherit from that parent or share in proceeds…

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Should we use a revocable trust or an irrevocable trust if our main goal is to avoid probate and manage multiple rental properties? NC

Should we use a revocable trust or an irrevocable trust if our main goal is to avoid probate and manage multiple rental properties? – North Carolina Short Answer In North Carolina, a properly funded revocable living trust is usually the better fit when the main goals are avoiding probate and smoothly managing multiple rental properties…

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Real Estate Q&A Series ·

What documents are required to record this change in ownership, like a death certificate, trust certificates, and the prior deed? NC

What documents are required to record this change in ownership, like a death certificate, trust certificates, and the prior deed? – North Carolina Short Answer In North Carolina, the documents needed to record a change in ownership depend on why ownership changed (death, trust transfer, entity name change/merger, or a standard deed transfer). Most of…

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How can I protect a relative’s house from Medicaid estate recovery if they are moving into assisted living? NC

How can I protect a relative’s house from Medicaid estate recovery if they are moving into assisted living? – North Carolina Short Answer In North Carolina, Medicaid can seek repayment after a recipient’s death through a claim against the recipient’s “estate,” and the definition of “estate” can reach certain property interests that pass outside probate.…

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