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Probate Q&A Series ·

What am I legally allowed to do with a deceased parent’s property that’s been left at my home if the executor won’t deal with it? nc

What am I legally allowed to do with a deceased parent’s property that’s been left at my home if the executor won’t deal with it? – North Carolina Short Answer In North Carolina, personal property owned by a deceased parent is usually estate property that the executor (personal representative) must identify, safeguard, inventory, and then…

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Probate Q&A Series ·

Can an executor deduct the value of estate items left on my property from my inheritance even if those items weren’t properly inventoried or valued? nc

Can an executor deduct the value of estate items left on my property from my inheritance even if those items weren’t properly inventoried or valued? – North Carolina Short Answer In North Carolina, a personal representative (executor) generally should not “just deduct” a number from an heir’s inheritance for estate personal property without properly identifying…

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What can I do if I believe the trustee is not taking my relative’s health and safety seriously or is neglecting their care needs? nc

What can I do if I believe the trustee is not taking my relative’s health and safety seriously or is neglecting their care needs? – North Carolina Short Answer In North Carolina, concerns about a trustee ignoring an older relative’s health and safety usually call for two parallel steps: (1) immediate safety reporting and (2)…

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How can we modify or terminate a trust, or remove and replace a corporate trustee, if the current setup makes it hard to access funds? nc

How can we modify or terminate a trust, or remove and replace a corporate trustee, if the current setup makes it hard to access funds? – North Carolina Short Answer In North Carolina, an irrevocable trust usually cannot be changed just because it feels inconvenient, but it often can be modified or even terminated if…

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Can a trustee be removed or replaced if they refuse to communicate or aren’t handling the trust responsibly? nc

Can a trustee be removed or replaced if they refuse to communicate or aren’t handling the trust responsibly? – North Carolina Short Answer Yes. In North Carolina, a court can remove a trustee and appoint a replacement when the trustee’s conduct makes proper trust administration difficult or puts the trust at risk—such as refusing to…

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How do I figure out whether assets are owned outright by the deceased versus payable-on-death or otherwise outside the trust? nc

How do I figure out whether assets are owned outright by the deceased versus payable-on-death or otherwise outside the trust? – North Carolina Short Answer In North Carolina, the fastest way to sort probate assets from non-probate (and trust) assets is to match each asset to its legal owner and any contract-based transfer feature (joint…

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What does it take for someone to be considered incapacitated for purposes of a power of attorney or guardianship? nc

What does it take for someone to be considered incapacitated for purposes of a power of attorney or guardianship? – North Carolina Short Answer In North Carolina, “incapacitated” can mean different things depending on whether the issue is a power of attorney or a guardianship. For adult guardianship, the legal question is whether the person…

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What does the trust’s “health, education, maintenance, and support” language actually allow, and how does a corporate trustee decide what requests are reasonable? nc

What does the trust’s “health, education, maintenance, and support” language actually allow, and how does a corporate trustee decide what requests are reasonable? – North Carolina Short Answer In North Carolina, “health, education, maintenance, and support” (often called “HEMS”) is commonly used as a practical boundary on what a trustee may pay for a beneficiary.…

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What legal options do we have to take control of an adult child’s finances when addiction is out of control but we want to avoid guardianship? nc

What legal options do we have to take control of an adult child’s finances when addiction is out of control but we want to avoid guardianship? – North Carolina Short Answer In North Carolina, a family usually cannot “take control” of an adult child’s money without the adult child’s voluntary written authority (like a properly…

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Attorney Jared Pierce
Attorney Jared Pierce
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