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Lord & Lindley - Lawyers in Charlotte NC

Think You Can Represent Yourself in Business Court? Think Again.

May 25, 2017

While it is legally permissible to represent yourself in Business Court, it probably is not a good idea as one plaintiff learned the hard way. In a recent decision from the North Carolina Business Court, a plaintiff, James Gillespie, attempted to be a pro se litigant and wound up with his case dismissed and responsible…

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Five Things You Need to Know About Social Media and Discovery

May 18, 2017

Social media can have a profound impact on a lawsuit and can even make or break one’s case.  Take, for example, a person who is claiming they are unable to work due to a workplace injury, but a quick perusal of their social media accounts reveals their ability to waterski simultaneous to the claim.  An…

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Playing by the (New) Rules in the North Carolina Business Court: Part 3

April 5, 2017

The North Carolina Business Court’s new Rules went into effect January 1, 2017 and apply to every civil action designated as a mandatory complex business case or assigned to a Business Court judge, regardless of whether it was filed prior to the Rules’ effective date. They are meant to supplement, rather than supplant, the Rules…

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Playing by the (New) Rules in the North Carolina Business Court: Part 2

March 30, 2017

The North Carolina Business Court’s new Rules went into effect January 1, 2017 and apply to every civil action designated as a mandatory complex business case or assigned to a Business Court judge, regardless of whether it was filed prior to the Rules’ effective date. They are meant to supplement, rather than supplant, the Rules…

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Playing By the (New) Rules in the North Carolina Business Court: Part 1

March 2, 2017

          The North Carolina Business Court’s new Rules went into effect January 1, 2017 and apply to every civil action that is designated as a mandatory complex business case or assigned to a Business Court judge, regardless of whether it was filed prior to the Rules effective date. They are meant…

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Trey Lindley Selected as a 2017 North Carolina Rising Star in Estate and Trust Litigation

January 23, 2017

          Lord & Lindley is pleased to announce Trey Lindley was selected as a Rising Star in Estate and Trust Litigation by Super Lawyers Magazine making this his sixth consecutive Rising Star award with the previous five for Business Litigation.           Super Lawyers Magazine recognizes outstanding attorneys who are 40…

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Twelve Causes of Action That May Accompany a Breach of Fiduciary Duty Claim

January 10, 2017

       Several causes of action may be pled in conjunction with a claim for breach of fiduciary duty, depending on the facts and circumstances surrounding the case.  Attorneys should consider the following claims when filing a breach of fiduciary duty cause of action and determine which, if any, also apply to their clients:…

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Breach of Fiduciary Duty vs. Constructive Fraud – Which Claim Do You Have?

December 21, 2016

Breach of Fiduciary Duty:               A fiduciary is an individual or corporation to whom property or power is entrusted for the benefit of another.  Fiduciaries must prudently care for any such assets, and may also have a number of additional duties, depending on the nature of their fiduciary relationship. …

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Breach of Trustees’ Fiduciary Duty – Part 4: Duty to Delegate

December 15, 2016

At common law, trustees had a fiduciary duty not to delegate tasks they can perform themselves.  However, our current financial system’s increasing complexity makes it unreasonable for many trustees to manage trust assets on their own.  The opportunities for investments are endless, and the sophistication of even basic financial instruments has increased since the creation…

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Breach of Trustees’ Fiduciary Duty – Part 3: Duty to Administer Trusts Prudently and Duty to Inform, Report, and Maintain Adequate Records

December 7, 2016

          In Part 2 of this series, we examined trustees’ duties of loyalty and impartiality.  This post will examine the duty to administer trusts prudently and Part 4 will discuss the duty to delegate – or not delegate – in more depth.  The duty to administer trusts involves the basic values…

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