Overview
Practice Areas
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35% Estate Planning
24 years, 1,200 cases
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30% Probate
24 years, 200 cases
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10% Tax
20 years, 150 cases
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5% Elder Law
16 years, 100 cases
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5% Corporate / Incorporation
19 years, 50 cases
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5% Wills / Living Wills
24 years, 1,000 cases
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5% Guardianship
19 years, 25 cases
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5% Limited Liability Company (LLC)
16 years, 50 cases
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Fees and Payment Types
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Fees
Fixed (Sometimes), Hourly ($225-$345/hour), Retainer (Sometimes)
Payment types
Cash, Check, Credit Card
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Contact Information
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Languages Spoken
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About Me
Photos (0)
Videos (0)
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A little about me personally - I'm a long distance runner, having mostly recently completed the Miami marathon. I enjoy the outdoors, traveling and spending... more
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References
Client Reviews
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Posted by:
a Estate Planning client,
2008-10-02
over 3 years ago.
Client Review:
Greg handles my estate planning issues and is very responsive, knowledgeable, and easy-going. I am an attorney myself and I marvel at how he can...
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Peer Endorsements
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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...
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Endorsement from lawyer:
David Goldman
, Jacksonville (FL), Over 2 years ago
I endorse this lawyer's work. Mr. Herman-Giddens is an extremely competent and knowledgeable estate planning attorney. He has excellent client...
more
Endorsement from lawyer:
Jeffrey Matsen
, Costa Mesa (CA), Over 2 years ago
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Résumé
License
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24 years since Gregory Herman-Giddens was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| North Carolina |
Authorized to practice law
|
1988 |
09/25/2008 |
| Florida |
Member in Good Standing
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1992 |
03/05/2011 |
| Tennessee |
Authorized to practice law
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2004 |
04/08/2009 |
| New York |
Currently registered
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2011 |
10/13/2011 |
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
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Manager at
TrustProtector, LLC
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2007–present
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Account Executive at
Verity Asset Management
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2007–present
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President and Shareholder at
TrustCounsel
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1996–present
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Of Counsel at
The Anderson Firm
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2004–2004
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Associate at
Northen Blue Law Firm
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1994–1996
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Associate at
Catalano Fisher Gregory & Crown
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1993–1993
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Law Clerk at
Harleston E. Wood, Attorney at Law
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1993–1993
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Associate at
N. Joanne Foil, Attorney at Law
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1988–1992
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Law Clerk at
Oestreicher, Whalen & Hackett
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1986–1987
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See all 9 job entries
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Education
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| School |
Major |
Degree |
Graduated |
| University of Miami School of Law mi School of Law |
Estate Planning |
LL.M - Master of Laws |
1993 |
| Tulane University Law School |
Law |
JD - Juris Doctor |
1988 |
| University of North Carolina, Chapel Hill |
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BA - Bachelor of Arts |
1984 |
See all 3 degrees
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Awards
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| Award Name |
Granting Organization |
Date |
| North Carolina Super Lawyer in Estate Planning and Probate |
Super Lawyers Magazine |
2011 |
| Registered Guardian |
North Carolina Guardianship Association |
2010 |
| Best Tax Lawyer in North Carolina |
Voted on Legal Force website |
2009 |
| Impact Financial Leader |
Triangle Business Leader magazine |
2008 |
| Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc. |
2007 |
| Legal Elite in Tax and Estate Planning |
Business Leader Magazine |
2007 |
| North Carolina Super Lawyer in Estate Planning and Probate |
Super Lawyer Magazine |
2007 |
| Estate Planning and Probate Law Specialist |
North Carolina State Bar Board of Specialization |
1997 |
| National Psychology Honor Society |
Psi Chi |
1984 |
| Phi Beta Kappa |
Phi Beta Kappa |
1984 |
See all 10 awards
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Associations
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| Position |
Association Name |
Duration |
| Solicitor |
Law Society of England and Wales |
2011-present
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| Board of Directors |
Chatham County Chamber of Commerce |
2009-present
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| Member |
North Carolina Guardianship Association |
2009-present
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| Speakers Bureau |
WealthCounsel |
2009-present
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| Member - Advisory Panel |
American Bar Association |
2008-present
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| Member |
North Carolina Bar Association, Medico-Legal Liaison Committee |
2008-present
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| Member |
WealthCounsel |
2007-present
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| Pro Bono Panel Member |
North Carolina Association of Non-Profits |
2003-present
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| Member |
National Academy of Elder Law Attorneys |
1998-present
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| Member |
North Carolina Bar Association, Elder Law Section |
1994-present
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| Member |
North Carolina Bar Association, Estate Planning and Fiduciary Law Section |
1994-present
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| Member |
North Carolina Bar Association, Tax Law Section |
1994-present
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| Member |
Florida Bar, Real Property, Probate and Trust Law Section |
1992-present
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| Member |
Florida Bar, Tax Section |
1992-present
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| Member |
American Bar Association |
1988-present
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| Director |
Orange County Habit for Humanity |
2008-2011
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| President |
Orange County Bar Association |
2010
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| Member |
Florida Bar, Elder Law Section |
1992-2010
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| Member |
Durham-Orange Estate Planning Council |
1994-2009
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| Member |
North Carolina Bar Association, Endowment Committee |
1998-2008
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See all 20 association entries
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Portfolio
Contribution
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Reputation Level 11
View all contributions
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Publications
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| North Carolina Repeals Rule Against Perpetuities |
North Carolina Bar Association Elder Law Section - Gray Matters |
2009 |
| Every Client Needs an Estate Plan - 10 Reasons Why |
North Carolina Lawyers Weekly |
2002 |
| New FTC Rules Apply to Estate Planning and Tax Attorneys |
North Carolina Lawyers Weekly |
2001 |
| 529 College Savings Plans Offer Estate Planning Advantages |
North Carolina Lawyers Weekly |
2001 |
| Charitable Remainder Trusts |
Taxation For Accountants |
1998 |
| Charitable Remainder Trusts |
Taxation for Lawyers |
1998 |
| Estate Planning, Probate and Tax postings |
North Carolina Estate Planning Blog |
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See all 9 publications
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Speaking Engagements
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| Presentation Name |
Conference |
Date |
| How to Draft IRA Trusts |
National Teleconference |
2012 |
| Assisting with Guardianships |
Estate Planning and Probate Practice for Paralegals |
2012 |
| Estate Planning |
Orange County Bar Association |
2011 |
| Estate Planning |
OLLI Retirement Course |
2011 |
| Tax Implications of Health Care Reform |
Health Care Reform Symposium |
2011 |
| Asset Protection Planning |
Financial Planning Association |
2011 |
| Basic Trust Administration |
Ohio Forum Meeting |
2010 |
| Special Needs Trusts |
Mid-Atlantic Million Dollar Round Table |
2010 |
| Legal and Contractual Aspects of Continuing Care Retirement Communities |
Fearrington Cares |
2010 |
| Medico-Legal Guidelines |
North Carolina Foot & Ankle Society Summer Meeting |
2009 |
| Tax Consequences of Equitable Distribution |
Equitable Distribution Workshop |
2009 |
| Advance Directives |
Elder Law - End of Life Decisions |
2009 |
| Trusts - Implementation and Administration |
A Day in the Life of an Estate Paralegal |
2009 |
| Estate Planning |
Personal Finance Course |
2008 |
| Estate Planning and Probate |
Certified Financial Planner Course |
2008 |
| Estate and Gfit Tax |
Certified Financial Planner Course |
2007 |
| Estate Planning for Same-Sex Couples |
LGBT Legal Issues in North Carolina |
2004 |
| Guardianship |
Guardianship for Paralegals |
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See all 18 speaking engagements
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