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

5/2 Free Gun Trust Seminar: Gun Trusts and How They are Affected by ATF41F

Our April seminar was so popular, we decided to host an encore event in May! This session will review responsible estate planning for NFA firearms, how gun trusts are used in estate plans, and what happens without proper planning and firearms end up in probate. May 2nd marks 71 days until 41F takes effect. 41F imposes new regulations for gun trusts. We will also review how current gun trusts are affected by the forthcoming regulations in 41F, and what new gun trust creators need to do before the deadline. We will review both NFA and non-NFA items. Light refreshments provided. RSVPs closed on 4/18 - please contact our office regarding a waitlist.

Why Your Clients Need Standalone Retirement Trusts 5/5

Learn the benefits of Standalone Retirement Trusts (SRTs) to educate and instill value among clients. Understanding SRT issues can help prevent asset loss and preserve long-term growth. SRTs offer management for vulnerable beneficiaries, creditor protection, and tax benefits. Awareness offers new opportunities to reach out to an existing client base, increases chances of referrals, and fosters client-advisor relationships. North Carolina asset protection attorney Greg Herman-Giddens leads a free seminar for financial advisors, CPAs, and attorneys reviewing why clients benefit from SRTs and how to proactively monitor these tools. Light refreshments provided. Seating limited and RSVP required by 4/28.

5/5 How to Turn Your IRA Into a Huge Benefit for Your Family

Minimizing or avoiding taxes, shielding creditor claims, and bypassing probate are prime estate planning goals. Learn the biggest mistake people make with their retirement plans, the limited protections retirement accounts have when no planning is done, how to plan for young or vulnerable beneficiaries, and more. Asset protection attorney Greg Herman-Giddens hosts a free seminar on turning a retirement account into a bigger benefit for your family. Greg regularly instructs national continuing education programs for attorneys on retirement trusts. Light refreshments provided. Seating limited and RSVP required by 4/28.

Gun Law and Gun Trusts: NC Bar Association Annual Meeting

TrustCounsel's principal Greg Herman-Giddens leads a presentation on Gun Law and Gun Trusts at the North Carolina Bar Association's Annual Meeting.

Greg's presentation "In Guns We Trust" is on Saturday, June 25th, 3:30PM - 4:30PM. The Annual Meeting takes place June 23-26.
Learn more about the NC Bar Assocation Annual Meeting and how to register.

Topics include trust planning for firearms, with a focus on the National Firearms Act and North Carolina related laws. We discuss the laws governing certain weapons under the National Firearms Act, the penalties for failure to comply with the law, applicable North Carolina laws, the advantages of using a trust to hold firearms, and handling firearms in an estate. | CLE Credit: 1.0 Hour

Registering on our site does not guarantee a seat at the Annual Meeting - please visit the link above for official registration. More program details TBA soon.

PlanGuard Member Cooking Class 6/27

TrustCounsel’s PlanGuard members are invited to a complimentary hands-on cooking class at Southern Season on Monday, June 27th. The class centers on Indian cuisine and techniques. The courses include aloo tikki (spiced potato cakes served with chutney), chicken tikka masala (served over rice) with naan, mango lassi, and a cardamom and cashew rice pudding dessert. Two glasses of wine included. Seating is limited. PlanGuard members who plan to attend must RSVP with TrustCounsel by June 13th.

Not a member of PlanGuard? Learn about member benefits and joining PlanGuard. PlanGuard is TrustCounsel’s annual estate planning maintenance program. Members enjoy complimentary educational seminars and appreciation events throughout the year.