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21 entries · Asset Classes & Valuations
Everything we know about administering an estate in this state, written for the people who do it for a living.
Asset Classes & Valuations
Navigate contestable period disputes, suicide exclusions, STOLI policies, interpleader actions, and universal life lapse risks. A professional guide to complex life insurance estate claims.
Asset Classes & Valuations
A complete playbook for estate attorneys handling a deceased physician's practice, covering HIPAA obligations, Medicare provider numbers, malpractice tail coverage, controlled substances, and practice valuation after unexpected death.
Asset Classes & Valuations
Navigate mineral rights ownership, state-by-state variations, valuation methodologies, royalty income administration, lease decisions, and tax treatment including percentage depletion for inherited mineral interests.
Asset Classes & Valuations
A practical guide for estate attorneys handling professional license estates, covering what happens to attorney, CPA, architect, engineer, real estate broker, and medical licenses at death, including succession planning, regulatory compliance, and malpractice tail coverage.
Asset Classes & Valuations
Navigate ancillary probate, stepped-up basis rules, multi-state property taxes, environmental liability, and 1031 exchanges when settling estates with real property in multiple jurisdictions.
Asset Classes & Valuations
How to identify, remediate, and resolve title defects that block property sales in probate. Covers adverse possession, easements, liens, and when to pursue quiet title actions.
Asset Classes & Valuations
A practical guide to estate settlement for restaurant and hospitality business owners, covering liquor license transfers, food inventory management, employee retention, lease issues, franchise complications, and business valuation challenges unique to the hospitality industry.
Asset Classes & Valuations
Navigate inherited IRA rules under SECURE Act 2.0, the 10-year distribution requirement, spouse rollover options, conduit vs. accumulation trusts, and Roth conversion strategies for inherited retirement accounts.
Asset Classes & Valuations
Navigate inherited structured settlement payments, IRC Section 104 tax treatment, commutation options, factoring transactions, and creditor claims for estate professionals managing periodic payment streams.
About the library
Six hundred and ten entries on North Carolina estate administration - county guides, statutory deep dives, tax strategy, and practice development, in one place.
