NC Fiduciary Litigation Commentary
Estate litigation often involves complex disputes where attorneys who drafted estate documents may be called to testify. Whether it’s to explain the intent behind a will’s provisions or clarify the circumstances of its creation, lawyers play a critical role in resolving these disputes. The North Carolina State Bar’s 2024 Formal Ethics Opinion 3 outlines important…
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Each February, Black History Month serves as a time to honor the achievements, resilience, and contributions of Black Americans throughout history. Charlotte, a city rich with cultural heritage and historical significance, has played a crucial role in the fight for civil rights and legal progress. From landmark protests to groundbreaking legal battles, the Queen City…
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Meeting with a lawyer for the first time can feel overwhelming, but being prepared can help you make the most of your consultation. Whether you need guidance on a trust and estate matter, fiduciary litigation, or a shareholder dispute, the right preparation can ensure a productive and efficient meeting. Here’s how to get started: 1.…
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Imagine finding your dream home, only to discover a legal cloud hanging over it. This cloud could be a lis pendens, a Latin term meaning “suit pending.” It’s a formal notice filed in public land records that alerts potential buyers and lenders of a lawsuit involving the property’s ownership or rights. A lis pendens provides…
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These days, many financial advisors are promoting themselves as fiduciaries. But what exactly does that mean? And how can it benefit you? What is a fiduciary? A fiduciary is someone who has a legal obligation to act in the best interests of another person. This means that they must put your needs before their own.…
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Legendary musician Brian Wilson, co-founder of the Beach Boys, was recently placed under a conservatorship by a Los Angeles court. This decision comes more than three months after the passing of his wife Melinda, who served as his primary caregiver. Following Melinda’s death, the responsibility of caring for Brian has fallen on his longtime publicist…
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Baucom’s Nursery Co., a family-owned business that has been a staple in Charlotte for over 75 years, is embroiled in a bitter legal battle. The lawsuit pits Amon (Chip) Baucom Jr.’s side of the family against Gary Baucom’s side, with accusations of fraud, embezzlement, and self-enrichment flying. The dispute centers around allegations of financial mismanagement…
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Many Americans face uncertainty about handling a loved one’s bank account after death. Almost half of Americans don’t have a will, according to a Gallup poll. This can make things complicated for your loved ones when you’re gone. Having a will allows you to designate who inherits your assets, including your bank accounts. Many bank…
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On Tuesday, the Federal Trade Commission (FTC) voted 3-to-2 on the new rule to ban noncompete agreements for workers across the United States. Noncompete agreements prevent employees from leaving their place of work and going to other jobs within their industry. This new rule is designed to promote industry competition by “protecting the fundamental freedom…
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Famous TV doctor Mehmet Oz—better known as “Dr. Oz”—recently accused his sister, Nazlim, of forging their late father’s will and stealing millions from his estate. A 2008 will left all of Mustafa Oz’s assets to the Mustafa Oz Foundation, a United States organization, and left Dr. Oz in charge of the foundation; however, Nazlim presented a…
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