NC Fiduciary Litigation Commentary

Lord & Lindley - Lawyers in Charlotte NC
Port Trinitie Homeowners Association Inc. v. Port Trinitie Association Inc.

When Governing Documents Matter — And When Standing Does

February 27, 2026

In Port Trinitie Homeowners Association Inc. v. Port Trinitie Association Inc., 2025 NCBC 43, the North Carolina Business Court addressed a dispute involving: alleged breaches of condominium governing documents, statutory violations, breach of fiduciary duty, and ultra vires acts. The plaintiffs also sought a preliminary injunction. This case provides a useful reminder that while courts…

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Gvest Real Estate LLC v. JS Real Estate Investments LLC

North Carolina Supreme Court Affirms Business Court in Gvest Real Estate, LLC v. JS Real Estate Investments, LLC

February 20, 2026

On December 12, 2025, the North Carolina Supreme Court issued its decision in Gvest Real Estate, LLC (formerly Gee Real Estate, LLC) v. JS Real Estate Investments, LLC, et al.,affirming the North Carolina Business Court’s summary judgment order in a dispute over the ownership and management of Yards at NoDa, LLC. The case involved plaintiff…

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Estevez v. C&S Commerce

Estevez v. C&S Commerce: Why Fiduciary Duty Waivers Matter in North Carolina LLCs

January 16, 2026

On November 25, 2025, the North Carolina Business Court issued an important opinion in Estevez v. C&S Commerce, LLC, reaffirming a principle that continues to shape limited liability company (“LLC”) disputes across the state: fiduciary duty waivers in LLC operating agreements are enforceable. The case serves as a pointed reminder that, in North Carolina, LLCs…

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Darren Munoz Slayer Rule

When Inheritance Turns Deadly — and How the Slayer Rule Protects Estates

December 26, 2025

The tragic case unfolding in Clovis, New Mexico — where 19-year-old Darren Munoz is accused of hiring a friend to murder his father and stepmother so he could allegedly secure an inheritance — highlights how dangerous financial misconceptions and family conflict can become. Investigators say Munoz believed his father owned a convenience-store franchise and that…

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When Contract Controls: Breach of Contract Claims and Fiduciary Limits in North Carolina LLCs

December 19, 2025

Disputes among LLC members often feel personal—especially when management power shifts, ownership interests are questioned, or a minority member is pushed aside. But a recent North Carolina Supreme Court decision underscores a critical reality: in LLCs, contract almost always comes first. In Gvest Real Estate, LLC v. JS Real Estate Investments, LLC, the Court reaffirmed…

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Sidepiece

Can You Sue the Sidepiece? Alienation of Affection & Criminal Conversation in North Carolina 

September 23, 2025

In most states, marital infidelity is seen as a private matter with no legal remedy. North Carolina, however, is one of the few jurisdictions that still recognizes two unique causes of action: alienation of affection and criminal conversation. These claims, sometimes dubbed “heart balm torts,” allow a spouse to sue a third party — often…

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The Importance of Making an Informed Decision: What We Can Learn from Smith v. Van Gorkom

September 4, 2025

The 1985 Delaware Supreme Court case Smith v. Van Gorkom reshaped corporate law by redefining how courts view directors’ duty of care. The issue was a rushed decision by TransUnion’s board, led by CEO Jerome Van Gorkom, who proposed selling the company to Jay Pritzker for $55 per share. Though the offer appeared favorable on…

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Information Fiduciaries

Navigating Data Protection Today: Should Third Party Platforms be ‘Information Fiduciaries?’

August 22, 2025

When we talk about “fiduciary duty,” we usually refer to a relationship where one party is legally obligated to act in the best interest of another—such as a trustee managing a trust. But in today’s digital age, a new question is emerging: Should online platforms like Google and Facebook be held to a similar standard…

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Kidfluencers

From Diaper Duty to Fiduciary Duty: The Development of Fiduciary Obligations Between Parents and Kidfluencers

June 30, 2025

Ten years ago, if you asked a kid what they wanted to be when they grew up, they would say something like ‘doctor’ or ‘astronaut.’ If you asked a kid the same question today, chances are they would say ‘influencer.’ Recently, kidfluencing has experienced a surge in popularity. If you’re unfamiliar with the term, kidfluencers…

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Tony Bennett’s Estate Dispute: A Case of Fiduciary Duty and Family Dynamics

April 4, 2025

In the wake of Tony Bennett’s passing inJuly 2023, his family has found itself embroiled in a complicated legal battle over his estate. At the center of this dispute are allegations from Bennett’s daughters, Antonia and Johanna Bennett, that Bennett’s son, D’Andrea “Danny” Bennett, failed to properly manage his father’s estate and ensure it was…

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