Dec. 21, 2012
Chapel Hill Estate Planning Lawyer Greg Herman-Giddens
-- The estate planning course will cover minimum distribution rules for IRAs trusts, drafting issues that arise when designating beneficiaries, and how to use trust protectors. The session will review drafting issues and resolutions for revocable and irrevocable trusts, and conduit and accumulation trusts. During the forum, Herman-Giddens will review multiple asset protection tools, from LLCs to off-shore trusts.
Herman-Giddens, President of Chapel Hill estate planning firm TrustCounsel, is a board-certified attorney and certified financial planner who frequently teaches continuing education courses to other attorneys, accountants, financial advisors and CPAs. Recognized as an industry expert, he is often requested as a repeat instructor for local and national programs.
The South Carolina Forum Meeting on February 15th is held at the Planter’s Inn in downtown Charleston from 8:30AM-4:30PM. The meeting is organized by WealthCounsel, a network of the best estate planning attorneys in the country. Registration may be made through WealthCounsel. (http://www.wealthcounsel.com
) The fee to attend is $50.
TrustCounsel is a North Carolina estate planning and tax law firm with offices in Chapel Hill and Pittsboro. The firm also has offices in New York and Miami, serving clients throughout North Carolina, Florida, Tennessee and New York. Practice areas include: estate planning (wills, living trusts, powers of attorney, health care powers of attorney, living wills, HIPAA authorizations);
trusts (charitable trusts, life insurance trusts, special needs trusts, generation-skipping trusts and dynasty trusts, marital trusts, NFA trusts); taxation (tax planning, retirement distribution planning, tax return preparation, self-directed IRA taxation issues, representation before the IRS and state taxing authorities);
fiduciary administration (estate administration / probate, trust administration, guardianships);
property agreements (premarital agreements, post-marital agreements, joint ownership agreements); business law (buy-sell agreements, consulting agreements, non-competition agreements, corporations, family limited partnerships, limited liability companies, non-profit organizations);
asset protection planning (offshore and domestic trusts, limited liability entities); real estate matters (deeds, promissory notes, deeds of trust); partition proceedings (court-ordered sale or division of land); elder law (Medicaid planning, veterans benefits); and probate and trust litigation. http://www.trustcounselpa.com