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Lord & Lindley - Lawyers in Charlotte NC

Mental Incompetency in Guardianship and Divorce

August 25, 2016

          It is not uncommon for courts to name one’s spouse as their guardian, but what happens when the incompetent party wants to get divorced from his wife and guardian? Can one be incompetent, yet understand the consequences of and express a desire to get divorced?          …

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Independent Contractors Vs. Employees: Classifications, Considerations, Consequences, and Cases

August 17, 2016

          Whether a person is an independent contractor or an employee has important legal implications.  The distinction affects the rights of the independent contractor/employer, income taxes, and the liabilities of both employer and worker.   Considerations             In determining the worker’s classification, courts look at the…

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Beware Of the Summertime Grandparent Scams

August 10, 2016

          With school out and college kids exploring the world, so-called “Grandparent Scams” are on the rise. These insidious scams prey on the reputation of grandparents as willing to help their grandchildren and the possibility that their memories might be weakened by age or illness. Elder abuse scams, like this one,…

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Terminating a Trust When Its Goals Are Impossible to Achieve

July 27, 2016

          Trusts can be terminated in a variety of ways.  Trusts may be terminated because, over time, the goals of the trust become impossible to achieve.  Last month, the Michigan Court of Appeals heard a case, Trupp v. Naughton, presenting such a scenario.[1]  The case was based a trust created for…

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Recorded Conversations: What Kanye West, Kim Kardashian, and Taylor Swift Can Teach Us

July 20, 2016

Kanye West and Kim Kardashian are not law professors, but in their latest public feud with pop-star extraordinaire Taylor Swift, they are providing an interesting example of the legality of recorded conversations as well as their admissibility in civil court.   The Feud   Putting aside the inception of the feud (“Imma let you finish…”)…

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Eight Questions and Answers About Fiduciary Litigation

July 13, 2016

What is fiduciary litigation?   Fiduciary litigation encompasses a wide range of legal actions including, without limitation, trust and estate litigation, will contests (also referred to as caveat proceedings), breach of individual and corporate fiduciary duty claims, and guardianship proceedings.  Fiduciary litigation is becoming increasingly relevant as the baby boomer generation continues to age.  …

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Four Legal Documents Dementia Patients Should Have in Place

July 6, 2016

      A diagnosis of dementia, which includes Alzheimer’s disease and other memory loss and/or cognitive reasoning disorders, is potentially devastating for both the patient and their family. Following a dementia diagnosis, it is important to execute these four essential planning documents to avoid further hardship in the form of costly court battles. (1)…

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Accelerating Estate Disputes: the Living Probate Option

June 29, 2016

          North Carolina joins four other states in providing a path to ensure decedents’ assets are distributed according to their wishes upon death.[1]  The North Carolina General Assembly recently enacted legislation amending statutes regarding estate administration by adding a procedure for “living probate.”  This action is usually commenced by a testator…

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Six Things Every Lawyer Should Know When Drafting a Non-compete Agreement in North Carolina

June 23, 2016

          When advising clients and drafting employment contracts with non-compete clauses, there are several things every lawyer should keep in mind.  The general rule is courts will enforce non-compete clauses to the extent they are reasonably necessary to protect legitimate business interests.[1]  In North Carolina, they must be (1) in writing…

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John C Lindley III

Six Ways to Challenge a Will’s Validity

June 15, 2016

          Wills must meet several basic requirements to be valid and enforceable under state law.  If any of the below factors are at work, then a will’s validity may be challenged.   (1) Undue Influence              Undue influence exists when a person uses coercion to influence the…

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