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Gregory Herman-Giddens

Gregory Herman-Giddens

Practice areas:

Estate Planning, Trusts, Probate, Tax, Wills & Living Wills, Limited Liability Company (LLC)

Practice Areas

Licensed since 1988

  1. Trusts: 30%
    22 years, 1.2 thousand cases
  2. Estate Planning: 30%
    27 years, 2.5 thousand cases
  3. Probate: 20%
    27 years, 400 cases
  4. Tax: 10%
    23 years, 200 cases
  5. Other: 10%
  6. More 

Payment

Fees:

Hourly ($250-425/hour), Fixed (Sometimes), Retainer (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

7 total 

  • Jeffrey Robert Matsen

    I endorse this lawyer's work. Mr. Herman-Giddens is an extremely competent and knowledgeable estate planning attorney. He has excellent client follow through skills and tremendous experience. I highly recommend him.

    More 

    Jeffrey Matsen Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • David Michael Goldman

    I endorse this lawyer's work. Gregory is always helpful with it comes to explaining legal and tax issues as they may concern clients and other lawyers. I have seen him go out of his way to help others beyond what is required. He provides excellent trusts and is licensed in several states. We have worked on several NFA trust issues in NC and he has dealt with them timely and professionally.

    More 

    David Goldman Trusts Attorney
    Relationship: Worked together on matter

Contact Info

Main Office

205 Providence Road
Chapel Hill, NC, 275142231

South Florida Office

2801 Florida Avenue, #216
Miami, FL, 33133

New York Office

61 Broadway
Suite 2155
New York, NY, 10006

More 

Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 201103/13/2015
TNActive200406/13/2015
FLMember in Good Standing199205/07/2015
NCAuthorized to practice law198806/07/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
FellowAmerican Bar Foundation2015
Pro Bono PublicoNorth Carolina Legal Aid and New Hanover County Bar Association2012
North Carolina Super Lawyer in Estate Planning and ProbateSuper Lawyers Magazine2011
Best Tax Lawyer in North CarolinaVoted on Legal Force website2009
Impact Financial LeaderTriangle Business Leader magazine2008
Certified Financial PlannerCertified Financial Planner Board of Standards, Inc.2007
Legal Elite in Tax and Estate PlanningBusiness Leader Magazine2007
North Carolina Super Lawyer in Estate Planning and ProbateSuper Lawyer Magazine2007
Estate Planning and Probate Law SpecialistNorth Carolina State Bar Board of Specialization1997
National Psychology Honor SocietyPsi Chi1984
Phi Beta KappaPhi Beta Kappa1984

Work Experience
TitleCompany NameDuration
ManagerTrustProtector, LLC2007 - Present
PresidentTrueSouth Asset Management, Inc.2007 - Present
Of CounselThe Andersen Firm2004 - 2004
President and ShareholderTrustCounsel1996 - Present
AssociateNorthen Blue Law Firm1994 - 1996
AssociateCatalano Fisher Gregory & Crown1993 - 1993
Law ClerkHarleston E. Wood, Attorney at Law1993 - 1993
AssociateN. Joanne Foil, Attorney at Law1988 - 1992
Law ClerkOestreicher, Whalen & Hackett1986 - 1987

Associations
Association NamePosition NameDuration
15-B Judicial District BarPresident2014 - 2015
15B Judicial District BarSecretary/Treasurer2012 - 2014
New York State Bar Association, Trusts and Estates Law Section, International Estate Planning CommitteeMember2012 - Present
Law Society of England and WalesSolicitor (non-practising)2011 - Present
Orange County Bar AssociationPresident2010 - 2010
WealthCounselSpeakers Bureau2009 - Present
Chatham County Chamber of CommerceBoard of Directors2009 - 2012
American Bar AssociationMember - Advisory Panel2008 - Present
Orange County Habit for HumanityDirector2008 - 2011
North Carolina Bar Association, Medico-Legal Liaison CommitteeMember2008 - 2014
WealthCounselMember2007 - Present
North Carolina Association of Non-ProfitsPro Bono Panel Member2003 - Present
North Carolina Bar Association, Endowment CommitteeMember1998 - 2008
North Carolina Bar Association, Tax Law SectionMember1994 - Present
North Carolina Bar Association, Estate Planning and Fiduciary Law SectionMember1994 - Present
Florida Bar, Tax SectionMember1992 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember1992 - Present
American Bar AssociationMember1988 - Present

Publications
Publication NameTitleDate
Estate Planning magazineIRA Tax Deferral: Trusts, Rollovers, and Distributions2014
The Will and the Way (NCBA)Estate and Gift Tax Planning for Non-Citizen Spouses2012
Core CompassTax Consequences of Equitable Distribution2010
North Carolina Bar Association publicationIRAs and Creditor Protection in North Carolina2010
North Carolina Bar Association Elder Law Section - Gray MattersNorth Carolina Repeals Rule Against Perpetuities2009
North Carolina Lawyers WeeklyEvery Client Needs an Estate Plan - 10 Reasons Why2002
North Carolina Lawyers WeeklyNew FTC Rules Apply to Estate Planning and Tax Attorneys2001
North Carolina Lawyers Weekly529 College Savings Plans Offer Estate Planning Advantages2001
Taxation For AccountantsCharitable Remainder Trusts1998
Taxation for LawyersCharitable Remainder Trusts1998
North Carolina Estate Planning BlogEstate Planning, Probate and Tax postingsN/A

Education
School NameMajorDegreeGraduated
University of Miami School of Law mi School of LawEstate PlanningLL.M - Master of Laws1993
Tulane University Law SchoolLawJD - Juris Doctor1988
University of North Carolina, Chapel HillN/ABA - Bachelor of Arts1984

Speaking Engagements
Conference NameTitleDate
Annual MeetingIn Guns We Trust2015
WebinarIRA Beneficiary Trusts2014
Virginia ForumIRA Trusts: Now More Than Ever2014
South Carolina ForumEstate Tax Planning after DOMA2014
South Carolina ForumEstate Planning after ATRA2014
North Carolina ForumIRA Trusts: Now More Than Ever2014
Financial and Legal Strategies and Planning, and Assistance Paying for Long Term CareNorth Carolina Elder Law: Covering Care Expenses2014
Fiduciary Income Tax SeminarFiduciary Income Tax2014
Division of Geriatric MedicineIncompetency and Guardianship in North Carolina2014
Attorney/Trust Officer Liaison ConferenceFederal Gun Law and Gun Trusts2014
20th Annual Black Hills Motor Classic CLE SeminarFederal Gun Law and Gun Trusts2014
South Carolina ForumIRA Trusts and Asset Protection2013
Proper Post-Death Administration of an IRA Beneficiary TrustIRA Beneficiary Trust Administration (Repeat)2013
Proper Post-Death Administration of an IRA Beneficiary TrustIRA Beneficiary Trust Administration2013
NTSAA 403(b) Summit (Chicago)Estate Planning, Beneficiary Designations and Asset Protection2013
National WebinarUsing IRA Trusts to Preserve Assets and Minimize Taxes2013
National WebinarEstate Planning with Education Trusts and 529 Plans2013
National WebinarEstate Planning with Education Trusts and 529 Plans2013
National TeleconferenceIRA Trusts, Rollovers and Distributions2013
Interdisciplinary WebinarUsing Trust to Asset Protect Inherited IRAs2013
How to Draft IRA TrustsIRA Trusts2013
Equitable Distribution WorkshopTax Aspects of Equitable Distribution2013
Education Trusts and 529 Plans: Estate Planning Strategies for College SavingsEducation Trusts & 529 Plans2013
To the Health of Your Wealth -OLLIEstate Planning2012
Professional Day - Greensboro NC ChapterAsset Protection Planning2012
North Carolina ForumThe Use of Trust Protectors in North Carolina2012
National WebinarIRA Trusts in Estate Planning for Tax Savings and Asset Protection2012
National Teleconference Continuing Legal EducationIncorporating Education Trusts and 529 Plans in Estate Plans2012
National TeleconferenceHow to Draft IRA Trusts2012
National TeleconferenceHow to Draft IRA Trusts2012
Estate Planning and Probate Practice for ParalegalsAssisting with Guardianships2012
5th Annual Review CourseWills and Probate2012
2 Part (120 minute) Online CourseIRA Trusts2012
Orange County Bar AssociationEstate Planning2011
OLLI Retirement CourseEstate Planning2011
Health Care Reform SymposiumTax Implications of Health Care Reform2011
Financial Planning AssociationAsset Protection Planning2011
Ohio Forum MeetingBasic Trust Administration2010
Mid-Atlantic Million Dollar Round TableSpecial Needs Trusts2010
Fearrington CaresLegal and Contractual Aspects of Continuing Care Retirement Communities2010
North Carolina Foot & Ankle Society Summer MeetingMedico-Legal Guidelines2009
Equitable Distribution WorkshopTax Consequences of Equitable Distribution2009
Elder Law - End of Life DecisionsAdvance Directives2009
A Day in the Life of an Estate ParalegalTrusts - Implementation and Administration2009
Personal Finance CourseEstate Planning2008
Certified Financial Planner CourseEstate Planning and Probate2008
Certified Financial Planner CourseEstate and Gfit Tax2007
LGBT Legal Issues in North CarolinaEstate Planning for Same-Sex Couples2004
Program on AgingIncompetency and Guardianship Procedures2001
Guardianship for ParalegalsGuardianshipN/A