CHAPEL HILL, N.C.
- May 20, 2013
-- Herman-Giddens initially presented the 90-minute Continuing Legal Education webinar in April and the encore event takes place on June 6, 2013. He delivers the many benefits of IRA beneficiary trusts, like creditor protections and tax deferrals, and reviews issues that arise when coordinating with trustees and IRA custodians. Herman-Giddens, along with Los Angeles-area attorney Philip J. Kavesh, will answer how to avoid issues with defective beneficiary designation forms and how to manage missed deadlines. This webinar is designed for financial advisors and attorneys nationwide and offers CLE credits.
Herman-Giddens offers estate planning in North Carolina, Tennessee, Florida, and New York through his TrustCounsel law firm. He is repeatedly invited to teach national courses for leading education providers in the financial and legal fields. A Certified Financial Planner and board-certified attorney, Herman-Giddens has hosted multiple webinars on IRAs, asset protection, and trusts. He has been voted a Super Lawyer on two occasions. He also launched the North Carolina Estate Planning Blog, ranked Top 25 in the US by LexisNexis in 2011.
“IRA Beneficiary Trusts and Post-Death Administration:
New Estate Planning Tool” is part of Strafford’s CLE webinar series. The live national webinar takes place from 1PM-2:30PM EST on June 6, 2013. Discounted early registration fees, CLE credit, and a recording of the event are available. Participants can attend via the web, telephone, or a combination of both. Registration information and details about additional CLE courses taught by Herman-Giddens can be found on TrustCounsel’
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. www.trustcounselpa.com