NC Fiduciary Litigation Commentary

Lord & Lindley - Lawyers in Charlotte NC

A Florida Judge Temporarily Blocked the Release Of Full House Star Bob Saget’s Death Investigation Records—what If He Died in North Carolina?

March 10, 2022

Famous comedian and actor Bob Saget was tragically found dead in the bed of his Ritz Carleton hotel room in Orlando, Florida, on January 9, 2021, at age 65.  As America was reeling from the sudden loss of their favorite TV dad, news broke that Saget died from blunt force head trauma, likely from an…

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Truliant and Truist Trademark Dispute – What Is a Preliminary Injunction?

February 27, 2020

In 2019, banks BB&T Bank and SunTrust Bank announced a merger, with the new bank to be named Truist Financial Corporation (“Truist”).  In response, Truliant Federal Credit Union (“Truliant”) filed a lawsuit alleging the name Truist infringes on Truliant’s trademark in its name.  For a discussion of trademark law and trademark infringement, please see Lord…

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Contractual Forum Selection Clauses

February 20, 2020

In S&S  Family Business Corp., et al. v. Clean Juice Franchising, LLC, the North Carolina Court of Appeals addressed the impact of a forum selection clause in a business contract.  A forum selection clause is a contractual provision that, if enforceable, designates a particular state or court to bring any litigation between the parties.  In…

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Earth Fare and the “warn” Act

February 13, 2020

In early February, Earth Fare announced it would be closing all of its stores, likely meaning each of its 3,000 employees would be laid off.  In response, two employees of the Asheville-based grocery store chain filed a class-action lawsuit alleging Earth Fare violated the Worker Adjustment and Retraining Notification Act (the “WARN Act”).  Generally, the…

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Bunker Hill Covered Bridge Construction Lawsuit

January 30, 2020

The Bunker Hill Covered Bridge is a well-known historical landmark in Claremont, North Carolina, originally built in 1895.  The bridge was damaged due to excessive rain, flooding, and erosion in the area, which prompted the Historical Association of Catawba County (the “Historical Association”) to hire NHM Constructors, LLC (“NHM”) to repair the bridge.  A dispute…

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What Is a Will Caveat?

January 2, 2020

A will caveat is a special proceeding in which parties can challenge the validity of a document purporting to be the last will and testament of the decedent.  The question to be answered is whether the purported will is valid.  As a result, admissible evidence and potential remedies are limited to a determination of that…

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Third Party Beneficiaries to Contracts

December 19, 2019

ABC Seller agrees to sell 100 widgets to XYZ Buyer for $10 per widget. This agreement creates a contract, which largely governs the rights and obligations of ABC Seller and XYZ Buyer. However, contracts such as this often impact additional entities or individuals beyond the parties themselves. For example, ABC Seller may need to contract…

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Tortious Interference With Contract

December 12, 2019

Last week, Lord & Lindley discussed the elements of tortious interference with expected inheritance, which can occur when an individual maliciously interferes with the making or revocation of a will to the detriment of the plaintiff.  This blog will address a similar but distinct tort: tortious interference with contract.   The Elements   In North…

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Tortious Interference With Expected Inheritance

December 5, 2019

North Carolina recognizes a cause of action for tortious inference with expected inheritance.  This cause of action can be confused with tortious interference with prospective economic advantage, which occurs in the context of a contract or potential contract. Conversely, tortious interference with expected inheritance occurs in the context of a will or estate, rather than…

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Disinherited Spouses and the Right Of Elective Share

November 14, 2019

Ric Ocasek, famed singer for The Cars, recently passed away leaving behind a will that purportedly removes his estranged wife, Paulina Porizkova, as a beneficiary of his estate.  Ocasek and Porizkova were in the process of divorcing when Ocasek died; however, the divorce was not finalized, and the two were still legally married.  Removing one’s…

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