Trusts and Estates Attorney

Lord & Lindley - Lawyers in Charlotte NC

Understanding Attorneys’ Fees for Estate Lawyers Called to Testify in Litigation

February 26, 2025

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…

Read More

Trust Modification Actions: the Twists and Turns Of Amending the Black Mamba’s Trust for the Benefit Of His Infant Daughter

March 19, 2020

In 2003, Kobe Bryant created a trust for the benefit of his wife, Vanessa, and their children.  Last amended in 2017, the trust does not provide for their nine-month-old daughter, Capri.  If Kobe were still alive, the trust could have been amended with relative ease by his signing an amendment drafted by his estate planning…

Read More

Update: Aretha Franklin’s Estate

May 22, 2019

At the time of her death last year, it was believed that Aretha Franklin died intestate, or without a will.  In the absence of a will, state intestacy laws determine how estate assets will be distributed.  However, three handwritten wills were recently discovered in the famed singer’s home.  If one or more of these documents…

Read More

Aunt Bee Trust Fund

February 21, 2019

Many remember the fictional town of Mayberry, the setting for The Andy Griffith Show.  Less commonly known, however, is that Mayberry is modeled after Mt. Airy, a small North Carolina town near the Virginia boarder.  Frances Bavier, the actress who portrayed Aunt Bee Taylor in the hit television show, recently passed away, and spent the…

Read More

Testamentary Capacity and Undue Influence

January 30, 2019

In 2015 and 2016, media magnate Sumner Redstone amended his trust, which was challenged by former companion Manuela Herzer.  A California court recently ruled that Mr. Redstone possessed the required mental capacity to amend his estate plan. In North Carolina, whether an individual is a billionaire business mogul or anyone else, the requirements for testamentary…

Read More

‘I Say a Little Prayer’ that Aretha Franklin’s children have ‘Respect’ and Are Not a ‘Chain of Fools’

August 29, 2018

American singer and songwriter Aretha Franklin passed away on August 16 at the age of 76 after battling advanced pancreatic cancer. In the days following her passing, her four sons filed documents with the Michigan Probate Court stating that Aretha passed without a will or trust, and claimed to be interested parties in her estate.…

Read More

What Happens If You Die Without a Will? Taking a Lesson From Prince

April 28, 2016

          On Tuesday, Prince’s sister, Tyka Nelson, filed an emergency motion in Carver County District Court requesting that the Court appoint a special administrator to gather and protect Prince’s assets.  She also claimed that, to the best of her knowledge, no will existed.  The assets are estimated to be worth $100…

Read More

Archives