NC Fiduciary Litigation Commentary

Lord & Lindley - Lawyers in Charlotte NC

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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