Trust and Estate Litigation

Lord & Lindley - Lawyers in Charlotte NC

Terminating a Trust When Its Goals Are Impossible to Achieve

July 27, 2016

          Trusts can be terminated in a variety of ways.  Trusts may be terminated because, over time, the goals of the trust become impossible to achieve.  Last month, the Michigan Court of Appeals heard a case, Trupp v. Naughton, presenting such a scenario.[1]  The case was based a trust created for…

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Recorded Conversations: What Kanye West, Kim Kardashian, and Taylor Swift Can Teach Us

July 20, 2016

Kanye West and Kim Kardashian are not law professors, but in their latest public feud with pop-star extraordinaire Taylor Swift, they are providing an interesting example of the legality of recorded conversations as well as their admissibility in civil court.   The Feud   Putting aside the inception of the feud (“Imma let you finish…”)…

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Eight Questions and Answers About Fiduciary Litigation

July 13, 2016

What is fiduciary litigation?   Fiduciary litigation encompasses a wide range of legal actions including, without limitation, trust and estate litigation, will contests (also referred to as caveat proceedings), breach of individual and corporate fiduciary duty claims, and guardianship proceedings.  Fiduciary litigation is becoming increasingly relevant as the baby boomer generation continues to age.  …

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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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Accelerating Estate Disputes: the Living Probate Option

June 29, 2016

          North Carolina joins four other states in providing a path to ensure decedents’ assets are distributed according to their wishes upon death.[1]  The North Carolina General Assembly recently enacted legislation amending statutes regarding estate administration by adding a procedure for “living probate.”  This action is usually commenced by a testator…

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Six Things Every Lawyer Should Know When Drafting a Non-compete Agreement in North Carolina

June 23, 2016

          When advising clients and drafting employment contracts with non-compete clauses, there are several things every lawyer should keep in mind.  The general rule is courts will enforce non-compete clauses to the extent they are reasonably necessary to protect legitimate business interests.[1]  In North Carolina, they must be (1) in writing…

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John C Lindley III

Six Ways to Challenge a Will’s Validity

June 15, 2016

          Wills must meet several basic requirements to be valid and enforceable under state law.  If any of the below factors are at work, then a will’s validity may be challenged.   (1) Undue Influence              Undue influence exists when a person uses coercion to influence the…

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Prescriptive Easements and Claim Of Right

June 9, 2016

          If your neighbor’s driveway runs over your property, is it a permissible to dig a large ditch over the drive if the ditch impedes your neighbor’s access to their own land? Easements for neighboring properties are often necessary to access one’s own land, particularly in rural parts of the country.…

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Basic Ethics Of Representing Clients With Diminished Capacity

June 3, 2016

          Representing clients with diminished capacity can present a challenge for even the most experienced attorney, and every client and every matter is different.  Minors of the same age may have vastly different maturity levels and clients suffering from dementia may have varying symptoms and abilities to recall information or make…

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Business Basics: the Duty Of Good Faith and Fair Dealing and the Parol Evidence Rule

May 26, 2016

          The duty of good faith and fair dealing is essentially the Golden Rule of Contract law and Business Law: treat others how you want to be treated, and you have a better chance of avoiding litigation.  When parties run afoul of this duty, courts notice and hold them accountable.  In…

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