All Posts

Not long ago, we were in court representing a client who we’ll call “Wendy.” Wendy’s mother suffers from dementia, and one of Wendy’s brothers - we’ll call him “Peter” - has been acting as mom’s power-of-attorney. Wendy grew concerned when she noticed Peter living a very large lifestyle, despite not having had a job in years. She asked him about it, and was told to “mind her own business.” She came to see us, and we discovered that Peter had used his POA document to deed mom’

Effective January 1, 2026, Session Law 2025-33 ushers in a new era ... for the prepared client and attorney. Until now, an original, hard-copy will was typically required for probate. If that original will could not be found at the testator's death, the law presumed that the will was destroyed deliberately, with the intention to revoke it. Litigating "lost will" cases has been one of our most frequent types of probate litigation, and the deck was steeply stacked against any p

Mike & Kati are grateful for the opportunity to present on estate-planning to the Bailey's Glen community on May 4, 2022. Thank you for...

ALF Folks: It was an honor to serve F3's MIP and Charlotte Rescue Mission this morning, for a workout of men from F3Nation, both within...

In October 2020, as we launch our second office presence in -- Cary (Wake County), North Carolina -- I was ecstatic to have been...

Disputes amongst family-members and loved ones are always gut-wrenching, but especially so when they emerge in the literal moments,...

Estate-planning clients! It’s always a good time for a quick check-in. (1) Have you updated your beneficiary designations for investment...

Today, the North Carolina Bar Association's CLE Publications Department released the state's ever Fiduciary Litigation Manual. First of...

In Mecklenburg and Cabarrus counties, elder attorneys have been encouraged by a heightened commitment in local district attorneys to...

There’s an analogy, often applied in the context of coaching, that a “chef is only as good as her ingredients.” Even mastermind...

In our consultations, we spend a great deal of time talking with clients about value propositions: how can we approach a case in a way...

Mike Anderson, who was a court-appointed Guardian ad litem for an elderly Mint Hill woman victimized by elder exploitation, testified...

A New Tool Against “Granny Snatching” For years, those who might exploit, neglect, or otherwise endanger our most vulnerable...