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Can a beneficiary recover losses if a trustee refused distributions for needed home repairs or basic living expenses? – NC

Can a beneficiary recover losses if a trustee refused distributions for needed home repairs or basic living expenses? – NC Short Answer Yes, in North Carolina, a beneficiary may be able to recover losses if a trustee wrongly refused distributions that the trust required or that a reasonable trustee should have approved under the trust’s…

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What happens if the other co-owner claims reimbursement for expenses but cannot clearly show the payments were for this property? – NC

What happens if the other co-owner claims reimbursement for expenses but cannot clearly show the payments were for this property? – NC Short Answer In a North Carolina partition case, a co-owner asking for reimbursement usually must show that the claimed payments were actually made and were tied to the property at issue. If the…

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Probate Q&A Series ·

How can a personal representative or estate representative get authorized to deal with a deceased person’s insurance account? – NC

How can a personal representative or estate representative get authorized to deal with a deceased person’s insurance account? – NC Short Answer In North Carolina, an insurer usually will not discuss account changes, cancellation, or refunds with a family member, staff member, or other caller unless that person has legal authority to act for the…

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Probate Q&A Series ·

Can I work with an English-speaking attorney in another country to help administer foreign estate property? – NC

Can I work with an English-speaking attorney in another country to help administer foreign estate property? – NC Short Answer Yes. Under North Carolina probate practice, a personal representative or estate attorney can coordinate with an English-speaking attorney in the country where the foreign property is located when that country’s local probate, inheritance, land transfer,…

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