Serving North Carolina
Florida, New York and Tennessee
(800) 201-0413

ENCORE 12/8 An Irrevocable Trust Ain't Necessarily So

NOTE: This is an encore event due to high demand for our November session.

A Free Presentation by Greg Herman-Giddens, JD, LLM, TEP, CFP

Whether you are a beneficiary who is dissatisfied with trust terms or a trust settlor who has an old irrevocable that needs updating or termination, the North Carolina Trust Code may offer the solution. Even the most rigid trust documents can often be modified, or when necessary, revoked or terminated. Learn practical and legal processes for modifying trusts with and without court approval. We will also review a growing area of law involving trust protector services.

This free seminar is open to all – both laypersons and professionals such as attorneys, CPAs and financial advisors, and includes lunch. Seating limited. Advance registration is required. 2 seats left!

Note: This event is not organized by the library. We are simply using their space.