North Carolina estate planning attorney Gregory Herman-Giddens, JD, LLM, TEP, CFP will instruct "IRA Trusts, Rollovers and Distributions" in a national teleconference through the National Business Institute on May 7, 2013.
Tailored to attorneys, financial planners, accountants, CPAs, and trust officers, the 90-minute continuing education teleconference reviews the specific benefits of IRA trusts and the applicable rules. IRA trusts are a special type of trust that offer asset protection advantages while preserving tax benefits for beneficiaries. Herman-Giddens will provide a comprehensive overview of IRA trusts, including drafting tactics and critical sample provision. He will also review minimum distribution and retirement account rollover rules.
Herman-Giddens is President of TrustCounsel, an estate planning firm based in North Carolina also serving Tennessee, Florida, and New York. Twice voted a "Super Lawyer", Herman-Giddens holds an LL.M. in estate planning, is board-certified in estate planning and probate law and is a certified financial planner. He is a repeat instructor of continuing education courses, educating top professionals around the country on IRAs, asset protection, and trusts.
"IRA Trusts, Rollovers and Distributions" is part of the National Business Institute's CLE teleconference series, one of the largest providers of legal education. The live national teleconference takes place from 1PM-2:30PM EST on Tuesday, May 7, 2013. Registration information can be found on TrustCounsel's website. CLE credits are available for this course.
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.