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Inactive Accounts Affect Probate

Posted on: August 15th, 2017
Even estates with a thoughtfully crafted and updated estate plan can experience problems in probate. Read more....

Probate Alert: Handwritten Notes on a Will

Posted on: August 9th, 2017
A North Carolina probate case filed in June 2016 by the Court of Appeals in Beaufort County showcases the validity of handwritten notes on a will. ...

Case Alert: Statute of Limitations on Federal Estate Tax Collection

Posted on: July 17th, 2017
For estates valued above the applicable estate tax exemption amount, the executor or personal representative of an estate must prepare and file the estate tax return, and pay the applicable estate tax...

5 Probate Emergencies

Posted on: May 17th, 2017
While some may be tempted to regard estate administration as a checklist, the unique and often unanticipated circumstances that might manifest during probate require careful consideration to ensure that all requirements have been met prior to closing the estate....

Do You Need a Lawyer to Probate a Will?

Posted on: May 12th, 2017
Executors are not legally required to retain a lawyer for estate administration. Many state-provided resources are available to executors. However, when an executor chooses to manage the probate process independently, they increase their chance of errors....

How to Supplement the Protection of Collectible Art

Posted on: May 11th, 2017
The preservation and resources needed to properly maintain collectibles pose distinctively different challenges and liabilities compared to real property, mutual funds, and assets outside of the art world....


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