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249 entries · Estate Administration
Everything we know about administering an estate in this state, written for the people who do it for a living.
Estate Administration
A practical guide to ancillary probate for multi-state estates, covering when it's triggered, what it costs, timeline expectations, and legitimate strategies for avoiding it including revocable trusts, TOD deeds, and the Uniform Real Property Transfer on Death Act.
Estate Administration
Navigate annuity death benefit claims in NC: spousal options, beneficiary rules, tax implications, and SECURE Act distribution timelines.
Estate Administration
Annuity death benefit claims: fixed vs variable annuities, tax implications, surrender charge waivers, beneficiary notification, and coordination with estate settlement professionals.
Estate Administration
How AML regulations affect estate settlement including CTR filing, suspicious activity reports, KYC procedures, PEP screening, and international beneficiary compliance.
Estate Administration
A professional guide to API integrations for estate settlement technology, covering court filing systems, banking APIs, IRS data access, legal data standards, security requirements, and integration roadmaps.
Estate Administration
How NC's 16 Area Agencies on Aging encounter estate issues, detect elder financial exploitation, coordinate with Adult Protective Services, and refer families to estate settlement resources.
Estate Administration
How art and collectibles appraisers handle estate valuations, IRS compliance, market analysis, and coordinate with estate professionals for high-value NC estates.
Estate Administration
How to identify, value, and manage music royalties, copyright catalogs, and posthumous releases in artist and musician estates.
Estate Administration
A comprehensive guide for executors and estate attorneys on entrance fee refunds, monthly billing, Medicaid liens, and contractual obligations in assisted living facilities.
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.
