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Searching for a well-credentialed, experienced attorney to serve as co-counsel for cases involving trusts and estates?

Our president and founder, Gregory Herman-Giddens, JD, LLM, TEP, CFP® regularly serves as co-counsel with attorneys across the country on complex estate planning, probate, and trust administration matters. He is also available as a consultant to accountants, financial advisors, and others.

Professional Insight

Greg has 25 years of specialized estate planning and fiduciary law experience; he has served as an expert witness in matters in North Carolina and elsewhere. He holds a Master of Law in Estate Planning, is a Board-Certified Specialist in Estate Planning and Probate Law (North Carolina), a Certified Financial Planner™, and a full member of the international Society of Trust and Estate Practitioners. Greg presents continuing legal education programs regionally and nationally and contributes to local and national legal periodicals. He is licensed to practice law in North Carolina, Florida, Tennessee, New York, and England and Wales.

Areas of Expertise

  • Irrevocable Trusts
  • Asset Protection
  • Trust Administration
  • Probate
  • Income Taxation of Trusts and Estates
  • Gift and Estate Taxation
  • IRAs and Qualified Plan Taxation and RMD Rules

Contact our office to schedule an appointment to discuss co-counsel services.

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