Estate Planning

Lord & Lindley - Lawyers in Charlotte NC

Elder Abuse: When Aging Relatives May Need Their Own Superhero

June 20, 2018

Elder abuse refers to intentional or neglectful acts by a caregiver or associate of an elderly individual, which causes harm.[1] Financial elder abuse occurs when a trusted friend or family member obtains access to a senior’s financial accounts and uses the assets therein for personal gain. Unfortunately, this abuse is widespread in the United States…

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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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Caveat to a Caveat to a Will: North Carolina Court Of Appeals Offers Non-binding Opinion

October 14, 2015

          In October the North Carolina Court of Appeals issued an unpublished opinion addressing the circumstances under which it is appropriate to grant a motion to dismiss in the context of a will caveat.[1]  A caveat is a legal challenge to the probate of a will when there is confusion or…

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N.c. Court Of Appeals: Caveators Were Not Prejudiced By Dead Man’s Statute Since the Jury “heard the Gist Of Caveators’ Evidence.”

August 26, 2015

          In 1960 Charles Pickelsimer (“Charles”) inherited significant stock holdings in a family telecommunications company.[1]  Over the next 45 years, Charles gave his children and grandchildren stock certificates as gifts.  When he sold the company in 2008 for $65 million, Charles and his children received significant cash distributions.  In 2009, Charles…

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Nc Court Of Appeals: While Decedent’s Actions Effectively Bypassed Will, “it Was His Prerogative to Do So.”

August 5, 2015

              On July 21, 2015, the North Carolina Court of Appeals issued a ruling emphasizing the importance of executing cohesive estate documents and appointing a trusted fiduciary to execute the testator’s wishes.[1]               Dwight Jordan died testate with four children, and his will instructed the estate to be…

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