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Chapel Hill Lawyer Reviews Retirement Account Planning Tool in National Webinar
Chapel Hill lawyer Gregory Herman-Giddens, JD, LLM, TEP, CFP presents “IRA Beneficiary Trusts and Post-Death Administration: New Estate Planning Tool” in a national webinar through continuing ed provider Strafford Publications on April 4, 2013.
Herman-Giddens, President of TrustCounsel, an estate planning firm serving North Carolina, Tennessee, Florida, and New York, and Los Angeles-area attorney Phil Kavesh will show practitioners how to anticipate and respond to critical problems that may arise from defective beneficiary designations forms, outdated trust terms, or missed deadlines. A board-certified attorney, Herman-Giddens is frequently requested as an instructor and educates attorneys around the country on the best estate planning strategies. He has previously hosted several webinars for Strafford on IRAs, asset protection, and trusts.
“IRA Beneficiary Trusts and Post-Death Administration:
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);