Gregory Herman-Giddens

President | Trusts, Estates and Tax Attorney at TrustCounsel
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US

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5.0

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Lynne F.

Very well organized estate documents/planning. A good system that seems to cover everything.

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Credentials

  • Solicitor, England and Wales
    Solicitor Regulation Authority
    Mar, 2011
    - Nov, 2024
  • Certified Financial Planner
    Certified Financial Planner Board of Standards
    Jan, 2007
    - Nov, 2024
  • Board Certified Specialist in Estate Planning and Probate Law
    North Carolina State Bar Board of Legal Specialization
    Dec, 1997
    - Nov, 2024

Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • President | Trusts, Estates and Tax Attorney
      • Mar 1996 - Present

      Founded a trusts and estates law firm serving clients with legal needs in North Carolina, Florida, Tennessee and New York. Our specialty is estate and asset protection planning for high net worth individuals and families, along with estate and trust administration and related taxation – including fiduciary income, estate and gift. In addition to our estate planning services, we counsel trustees, personal representatives/executors, beneficiaries and trust protectors, as well as serve as… Show more Founded a trusts and estates law firm serving clients with legal needs in North Carolina, Florida, Tennessee and New York. Our specialty is estate and asset protection planning for high net worth individuals and families, along with estate and trust administration and related taxation – including fiduciary income, estate and gift. In addition to our estate planning services, we counsel trustees, personal representatives/executors, beneficiaries and trust protectors, as well as serve as fiduciary upon request. Our services include trust modification, termination and decanting, and we offer trust protector services through an affiliated company.

    • Manager
      • Jan 2007 - Present

      Provide trust protector services for domestic and offshore trusts. Oversee trustees, remove and replace trustees when needed, change tax situs of the trust, add and remove beneficiaries, and ensure the terms of the trust are carried out to respect the grantor's intent and in the beneficiaries’ best interests.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Partner
      • Jan 2022 - Jun 2023

    • United States
    • Law Practice
    • 100 - 200 Employee
    • Stockholder
      • Oct 2019 - Jan 2022

Education

  • University of Miami School of Law
    LL.M., Estate Planning
    1992 - 1993
  • Tulane University Law School
    Juris Doctor Degree, Law
    1984 - 1988
  • University of North Carolina at Chapel Hill
    Bachelor of Arts (B.A.), Psychology
    1982 - 1984
  • Chapel Hill High School
    General Studies

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