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Gregory Herman-Giddens

Probate Attorney at Chapel Hill, NC

5.0   5 reviews
  • State Years
    New York - NY 12 years
    Tennessee - TN 20 years
    Florida - FL 31 years
    North Carolina - NC 36 years
  • Licensed for 12 years
    State NY
    Acquired 2011
    Status
    Currently Registered No misconduct found
  • Licensed for 20 years
    State TN
    Acquired 2004
    Status
    Active No misconduct found
  • Licensed for 31 years
    State FL
    Acquired 1992
    Status
    Member in Good Standing No misconduct found
  • Licensed for 36 years
    State NC
    Acquired 1988
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Gregory

Learn Gregory’s areas of practice.

4
Practice areas
  1. Estate planning
    30%
    Sophisticated estate planning, including use of revocable and irrevocable trusts, estate tax planning, asset protection planning, and special needs planning

    31 years, 2,000 cases

  2. Probate
    30%
    Estate and trust administration in North Carolina and Florida.

    36 years, 600 cases

  3. Tax
    20%
    Fiduciary income tax, estate and gift tax, individual income tax planning

    32 years, 400 cases

  4. Trusts
    20%
    I serve as counsel for trustees, beneficiaries and trust protectors; as well as handle modifications and terminations of irrevocable trusts.

    31 years, 1,750 cases

I guide high net worth individuals and families through the complex legal and tax aspects of estate planning, probate and trust administration. After over 35 years of helping folks,  I like to say that I specialize in "peace of mind."

I grew up in Chapel Hill, NC and most of my family is in the area. I now split my time between Naples, FL and Chapel Hill, but remain a die hard Tar Heel fan! Personally, I enjoy traveling, the outdoors, reading history, and spending time with my rather large family!

 
 

Photos and videos

Location

TrustCounsel
1414 Raleigh Road
Ste. 203
Chapel Hill, NC, 27517
TrustCounsel
1415 Panther Lane
Ste. 534
Naples, FL, 34109
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Reviews

5.0 / 5.0
  5 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Tracy | April 26, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Peace of mind
I hired Greg for assistance with a trust after an unexoected death in my family. Needless to say it was a stressful time. Greg and his staff were prompt, professional and made me feel at ease with the process. I worked with them for over a year and felt confident in their assistance every step of the way. Thank you Greg.
Posted by Jim S. | April 16, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Attorney
Gregory Herman-Giddens has represented my family in North Carolina for years. Upon the passing of a family member he and his law firm performed exceptionally insuring my needs and the needs of my family were met. As my remaining family member ages, a problem over a legal issue occurred at which time Mr. Herman-Giddens was quick to step up to the plate and handle the problem without there being concerns on my part. Definitely a "can do" attorney! Highly recommended!
Read less
Posted by James | March 1, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent and thorough
We use Greg for all our estate planning and trust needs. He and his staff have been excellent every steop of the way, always thinking of things we should watch out for. Our business relationship is solid, well-documented, and completely satisfactory.
Posted by Linda | June 11, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent advice
We've used Greg Herman-Giddens to provide estate planning services for a number of years. He provides excellent advice and service. We trust his knowledge and expertise in preparing all our estate planning documents.
Posted by anonymous | October 2, 2008
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 discuss very complex legal isses in a way that is simple and easy to understand. I would recommend him highly to anyone who needs an estate plan.

Cost

Rates
  • Hourly Rates $ 235-650 per hour
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Manager
  • TrustProtector, LLC
  • 2007 - Present
  • President and Shareholder
  • TrustCounsel
  • 1996 - Present
  • Partner
  • Galbraith, PLLC
  • 2022 - 2023
  • Stockholder
  • Henderson, Franklin, Starnes & Holt, P.A.
  • 2019 - 2021
  • Of Counsel
  • The Andersen Firm
  • 2004 - 2004
  • Associate
  • Northen Blue Law Firm
  • 1994 - 1996
  • Associate
  • Catalano Fisher Gregory & Crown
  • 1993 - 1993
View all work experience

Education

  • University of Miami School of Law
  • LL.M - Master of Law
  • 1993
  • Tulane University Law School
  • JD - Juris Doctor
  • 1988
  • University of North Carolina, Chapel Hill
  • BA - Bachelor of Arts
  • 1984

Associations

  • Law Society of England and Wales
  • Solicitor (non-practising)
  • 2011 - Present
  • WealthCounsel
  • Member
  • 2007 - Present
  • North Carolina Association of Non-Profits
  • Pro Bono Panel Member
  • 2003 - Present
  • North Carolina Bar Association, Estate Planning and Fiduciary Law Section
  • Member
  • 1994 - Present
  • Florida Bar, Real Property, Probate and Trust Law Section
  • Member
  • 1992 - Present
  • 15-B Judicial District Bar
  • President
  • 2014 - 2015
  • 15-B Judicial District Bar
  • Secretary/Treasurer
  • 2012 - 2014
  • Orange County Bar Association
  • President
  • 2010 - 2010
  • Chatham County Chamber of Commerce
  • Board of Directors
  • 2009 - 2012
  • North Carolina Bar Association, Medico-Legal Liaison Committee
  • Member
  • 2008 - 2014
  • Orange County Habit for Humanity
  • Director
  • 2008 - 2011
  • North Carolina Bar Association, Endowment Committee
  • Member
  • 1998 - 2008
View all associations

Languages Spoken

  • English

Honors and Awards

  • Scholarship Award
  • WealthCounsel
  • 2022
  • Florida Super Lawyer in Estate Planning and Probate
  • Super Lawyers Magazine
  • 2022
  • Top Lawyer in Estate Planning and Probate
  • Naples Illustrated Magazine
  • 2022
  • Top Lawyer in Estate Planning and Probate
  • Naples Illustrated Magazine
  • 2021
  • Florida Super Lawyer in Estate Planning and Probate
  • Super Lawyers Magazine
  • 2021
  • Top Lawyer in Estate Planning and Probate
  • Naples Illustrated Magazine
  • 2020
  • North Carolina Super Lawyer in Estate Planning & Probate
  • Super Lawyers Magazine
  • 2020
  • North Carolina Super Lawyer in Estate Planning and Probate Law
  • Super Lawyers Magazine
  • 2019
  • The President's Volunteer Service Award
  • Corporation for National & Community Service
  • 2018
  • North Carolina Super Lawyer in Estate Planning and Probate Law
  • Super Lawyers Magazine
  • 2018
  • Pro Bono Honor Society
  • North Carolina Bar Foundation
  • 2018
  • North Carolina Super Lawyer in Estate Planning and Probate Law
  • Super Lawyers Magazine
  • 2017
  • Life Fellow
  • American Bar Foundation
  • 2015
  • Pro Bono Publico
  • North Carolina Legal Aid and New Hanover County Bar Association
  • 2012
  • North Carolina Super Lawyer in Estate Planning and Probate Law
  • Super Lawyers Magazine
  • 2011
  • 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 Law
  • Super Lawyers 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
View all awards

Publications

  • Estate Planning Strategies
  • Trust Modification and Decanting
  • 2022
  • Estate Planning magazine
  • IRA Tax Deferral: Trusts, Rollovers, and Distributions
  • 2014
  • North Carolina Bar Association Elder Law Section - Gray Matters
  • North Carolina Repeals Rule Against Perpetuities
  • 2009
  • North Carolina Lawyers Weekly
  • Every Client Needs an Estate Plan - 10 Reasons Why
  • 2002
  • North Carolina Lawyers Weekly
  • New FTC Rules Apply to Estate Planning and Tax Attorneys
  • 2001
  • North Carolina Lawyers Weekly
  • 529 College Savings Plans Offer Estate Planning Advantages
  • 2001
  • Taxation For Accountants
  • Charitable Remainder Trusts
  • 1998
  • Taxation for Lawyers
  • Charitable Remainder Trusts
  • 1998
View all publications

Speaking Engagements

  • WealthCounse North Carolina Forum
  • Preparing for the Sunset: the End of the TCJA
  • 2024
  • WealthCounsel Webinar
  • Trust Protectors: Drafting and Practical Considerations
  • 2023
  • Wake County Estate Planning Council Meeting
  • Estate Planning for Firearms
  • 2023
  • National Association of Charitable Gift Planners - Annual Meeting
  • Case Study: Working with a Donor with Diminished Capacity
  • 2023
  • Word on the Street Webinar
  • Fiduciary Income Considerations in Drafting Trusts
  • 2021
  • Mid-South Forum of Estate Planning Attorneys (Virtual)
  • Fiduciary Income Tax Considerations in Drafting Trusts
  • 2020
  • Federal Fiduciary Income Tax Workshop
  • Federal Fiduciary Income Tax
  • 2019
  • Word on the Street Webinar
  • Estate Tax Planning for Non-Citizen Spouses with QDOTs
  • 2018
  • Lawyers, Guns, and Money
  • Title I and Title II Firearms
  • 2018
  • Lawyers, Guns, and Money
  • Liability Concerns for Gun Owners and Gun Dealers
  • 2018
  • Fiduciary Income Tax Workshop
  • Income Taxation of Trusts and Estates
  • 2017
  • 21st Annual Elder and Special Needs Law Sympoisum
  • Gun Trusts in Elder and Special Needs Law
  • 2017
  • Spring Meeting
  • Planning for Firearms
  • 2016
  • August Meeting
  • Federal and NC Gun Law
  • 2016
  • Annual Meeting
  • In Guns We Trust
  • 2016
  • Thought Leader Webinar
  • Fiduciary Income Tax Considerations in Drafting Trusts
  • 2015
  • Annual Meeting
  • In Guns We Trust
  • 2015
  • Webinar
  • IRA Beneficiary Trusts
  • 2014
  • Virginia Forum
  • IRA Trusts: Now More Than Ever
  • 2014
  • South Carolina Forum
  • Estate Tax Planning after DOMA
  • 2014
  • South Carolina Forum
  • Estate Planning after ATRA
  • 2014
  • North Carolina Forum
  • IRA Trusts: Now More Than Ever
  • 2014
  • Fiduciary Income Tax Seminar
  • Fiduciary Income Tax
  • 2014
  • Division of Geriatric Medicine
  • Incompetency and Guardianship in North Carolina
  • 2014
  • Attorney/Trust Officer Liaison Conference
  • Federal Gun Law and Gun Trusts
  • 2014
  • 20th Annual Black Hills Motor Classic CLE Seminar
  • Federal Gun Law and Gun Trusts
  • 2014
  • South Carolina Forum
  • IRA Trusts and Asset Protection
  • 2013
  • Proper Post-Death Administration of an IRA Beneficiary Trust
  • IRA Beneficiary Trust Administration (Repeat)
  • 2013
  • Proper Post-Death Administration of an IRA Beneficiary Trust
  • IRA Beneficiary Trust Administration
  • 2013
  • National Webinar
  • Using IRA Trusts to Preserve Assets and Minimize Taxes
  • 2013
  • National Webinar
  • Estate Planning with Education Trusts and 529 Plans
  • 2013
  • National Webinar
  • Estate Planning with Education Trusts and 529 Plans
  • 2013
  • National Teleconference
  • IRA Trusts, Rollovers and Distributions
  • 2013
  • Interdisciplinary Webinar
  • Using Trust to Asset Protect Inherited IRAs
  • 2013
  • How to Draft IRA Trusts
  • IRA Trusts
  • 2013
  • Equitable Distribution Workshop
  • Tax Aspects of Equitable Distribution
  • 2013
  • To the Health of Your Wealth -OLLI
  • Estate Planning
  • 2012
  • Professional Day - Greensboro NC Chapter
  • Asset Protection Planning
  • 2012
  • North Carolina Forum
  • The Use of Trust Protectors in North Carolina
  • 2012
  • National Teleconference Continuing Legal Education
  • Incorporating Education Trusts and 529 Plans in Estate Plans
  • 2012
  • National Teleconference
  • How to Draft IRA Trusts
  • 2012
  • National Teleconference
  • How to Draft IRA Trusts
  • 2012
  • Estate Planning and Probate Practice for Paralegals
  • Assisting with Guardianships
  • 2012
  • 5th Annual Review Course
  • Wills and Probate
  • 2012
  • 2 Part (120 minute) Online Course
  • IRA Trusts
  • 2012
  • Orange County Bar Association
  • Estate Planning
  • 2011
  • OLLI Retirement Course
  • Estate Planning
  • 2011
  • Health Care Reform Symposium
  • Tax Implications of Health Care Reform
  • 2011
  • Financial Planning Association
  • Asset Protection Planning
  • 2011
  • Ohio Forum Meeting
  • Basic Trust Administration
  • 2010
  • Mid-Atlantic Million Dollar Round Table
  • Special Needs Trusts
  • 2010
  • Fearrington Cares
  • Legal and Contractual Aspects of Continuing Care Retirement Communities
  • 2010
  • North Carolina Foot & Ankle Society Summer Meeting
  • Medico-Legal Guidelines
  • 2009
  • Equitable Distribution Workshop
  • Tax Consequences of Equitable Distribution
  • 2009
  • Elder Law - End of Life Decisions
  • Advance Directives
  • 2009
  • A Day in the Life of an Estate Paralegal
  • Trusts - Implementation and Administration
  • 2009
  • Personal Finance Course
  • Estate Planning
  • 2008
  • Certified Financial Planner Course
  • Estate Planning and Probate
  • 2008
  • Certified Financial Planner Course
  • Estate and Gfit Tax
  • 2007
  • LGBT Legal Issues in North Carolina
  • Estate Planning for Same-Sex Couples
  • 2004
  • Program on Aging
  • Incompetency and Guardianship Procedures
  • 2001
  • Guardianship for Paralegals
  • Guardianship
  • N/A
View all speaking engagements

Attorney endorsements

Received (9)
Given (8)
Endorse Gregory
Estate planning Attorney | Jun 30
Relationship: Fellow lawyer in community
"I know Greg to be a smart, thorough, and conscientious professional. I have and will continue to recommend Greg to friends and family."
Estate planning Attorney | Feb 16
Relationship: Fellow lawyer in community
"Gregory Herman-Giddens is one of the top-notch estate planning practitioners in our state. He and I have worked together on an estate planning matter and I found him to be very experienced, professional, and easy to work with. I highly endorse and recommend him"
Trusts Attorney | Mar 06
Relationship: Friend
"I endorse this lawyer. Greg is the "go to guy" if you need trust work or estate planning. He is very trustworthy, smart, knows the law and is easy and fun to work with. If you are his client then you are in good hands. If I need advice in connection with his field for my own criminal practice in California then I go to Greg."
Unknown Attorney | Dec 03
Relationship: Fellow lawyer in community
"I endorse this lawyer. Gregory is a very knowledgeable and professional attorney."
Trusts Attorney | Jun 24
Relationship: Worked together on matter
"Greg is a true professional in the Trust & Estate areas. I have worked with him on a matter and can always count on his advice when to comes to matters in North Carolina."
Unknown Attorney | Sep 13
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Tax Attorney | Mar 26
Relationship: Fellow lawyer in community
"Attorney Herman-Giddens always offered sound advice as a member of the Avvo Community. I would and plan to recommend his services to friends and family."
Estate planning Attorney | Nov 05
Relationship: Worked together on matter
"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."
Estate planning Attorney | Aug 12
Relationship: Fellow lawyer in community
"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."
View more endorsements
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning