Chapel Hill asset protection attorney Gregory Herman-Giddens, JD, LLM, TEP, CFP presents “Using Trusts to Asset Protect Inherited IRAs” in a national webinar through The Advisors Forum on February 12, 2013.
The hour-long webinar is designed for financial advisors and attorneys who are interested in learning how trusts can be used to protect inherited IRAs from creditors and beneficiary mismanagement while maximizing tax deferral. A board-certified attorney, Herman-Giddens will review how to structure asset protection for IRA beneficiaries. Trillions of dollars in IRAs and qualified plans to be passed down to beneficiaries in the near future could be jeopardized by mismanagement and creditor claims. There are ways to leverage specially designed trusts to protect IRAs and ensure the beneficiary achieves maximum tax deferral. CFP and select CLE credits are available for this course.
President of TrustCounsel, an asset protection and estate planning law firm serving North Carolina, Tennessee, Florida and New York, Herman-Giddens is an expert in his field, frequently requested as a repeat instructor. Herman-Giddens was twice voted a “Super Lawyer” by other North Carolina attorneys. In the same week he instructs “Using Trusts to Asset Protect Inherited IRAs” he will present “IRA Trusts and Asset Protection” in a day-long forum in Charleston, South Carolina.
“Using Trusts to Asset Protect Inherited IRAs” is part of The Advisors Forum’s monthly webinar series, focusing on strategic topics to empower advisors. The live national webinar takes place from 1PM-2PM EST on Tuesday, February 12, 2013. Registration can be made through The Advisors Forum. The webinar is free for members and $179 for non-members.
TrustCounsel is a North Carolina estate planning and tax law firm with offices in Chapel Hill and Pittsboro. The firm also has offices in New York and Miami, serving clients throughout North Carolina, Florida, Tennessee and New York. Practice areas include: estate planning (wills, living trusts, powers of attorney, health care powers of attorney, living wills, HIPAA authorizations); trusts (charitable trusts, life insurance trusts, special needs trusts, generation-skipping trusts and dynasty trusts, marital trusts, NFA trusts); taxation (tax planning, retirement distribution planning, tax return preparation, self-directed IRA taxation issues, representation before the IRS and state taxing authorities); fiduciary administration (estate administration / probate, trust administration, guardianships); property agreements (premarital agreements, post-marital agreements, joint ownership agreements); business law (buy-sell agreements, consulting agreements, non-competition agreements, corporations, family limited partnerships, limited liability companies, non-profit organizations); asset protection planning (offshore and domestic trusts, limited liability entities); real estate matters (deeds, promissory notes, deeds of trust); partition proceedings (court-ordered sale or division of land); elder law (Medicaid planning, veterans benefits); and probate and trust litigation.
Event details: http://trustcounselpa.com/event.php?id=5