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WARD LIVING TRUST EX REL. SCHULZ v. PECK

No. COA13-125.

748 S.E.2d 606 (2013)

The ROBERT K. WARD LIVING TRUST, by and through Bradley N. SCHULZ, Successor Trustee, Plaintiff, v. John J. PECK, Individually, and as Prior Trustee of the Robert K. Ward Living Trust; Seterus, Inc.; and Federal National Mortgage Association (Fannie Mae), Defendants.

Court of Appeals of North Carolina.

September 17, 2013.

Attorney(s) appearing for the Case

Schulz Stephenson Law, by Bradley N. Schulz , for plaintiff-appellant.

William Norton Mason , for defendant-appellee John J. Peck.

STROUD, Judge.

Plaintiff appeals order dismissing its action as "barred by the statute of limitations[.]" For the following reasons, we affirm.

I. Background

Plaintiff, the Robert K. Ward Living Trust ("plaintiff" or "the trust"), alleged in its complaint that defendant John J. Peck is an attorney who prepared various estate planning documents for Mr. Robert K. Ward, including the trust at issue. Mr. Ward was both the grantor and beneficiary of the...

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