Serving North Carolina
Florida, New York and Tennessee
(800) 201-0413

Check out our blog for regular postings about our practice areas and other topics of interest.

Latest Blog Posts

When and How to Incentivize an Inheritance

Posted on: December 15th, 2016
If a beneficiary receives an inheritance outright, rather than in trust, there is little that can be done to prevent possible inadvisable use of the funds. Our trust lawyers take a closer look at a few key events and life stages that might prompt family to restructure assets and modify trusts for future heirs....

Potential 40 Percent Inheritance Tax on Foreign Assets

Posted on: December 14th, 2016
Speculation of forthcoming tax law changes under the Trump Administration has been a prime topic of financial talks and news media since Election Day. However, another tax matter currently under review would impose an inheritance tax on foreign assets for some taxpayers....

Trust Law Alert: Special Needs Trust Fairness Act Pending (UPDATE: Passed)

Posted on: December 13th, 2016
The Special Needs Trust Fairness Act is pending the president's signature before becoming law. The new law will allow disabled individuals to execute a SNT instead of relying on another party. ...

Potential Estate and Tax Issues from Trump Administration

Posted on: December 12th, 2016
President-elect Donald Trump is expected to tackle several tax matters when he takes office in January 2017. Many Americans may need to adjust their tax planning efforts as a result....

Hunting in North Carolina During the Holidays? Review Local Gun Law

Posted on: November 17th, 2016
For those traveling to North Carolina on holiday travels and planning to go hunting, and others who host hunting enthusiasts this season, take a few moments to review local gun laws. North Carolina hunting regulations vary by county. While one may hunt with dogs in Orange County, that act is illegal in neighboring Alamance County....

Are Trust Protectors Fiduciaries?

Posted on: November 16th, 2016
While trustees are held to fiduciary standards, not all trust protectors are regarded as fiduciaries. Whether a trust protector is considered to be a fiduciary hinges upon two factors – the terms of the trust and state law....


Get email notifications when we post new blogs. Subscribe Now!



View All Blog Posts