The Continuing Legal Education program will instruct how to identify estate planning opportunities associated with education trusts and 529 College Savings Plans. The program outlines tax savings and flexibility benefits, ways to structure trusts and draft education provisions in revocable trusts, and identifies ways to incorporate 529 Plans into an estate plan. The estate planning webinar will review gift tax and GST tax implications, and explore how stand-alone education trusts can provide added protection and tax savings. Learn the advantages of education trusts, how to incorporate 529 plans with education trusts, and the benefits of this combination.
North Carolina estate planning attorney Gregory Herman-Giddens teaches multiple estate planning webinars throughout the year and is recognized as an industry expert, frequently requested as a repeat instructor. He is a board-certified specialist in estate planning, a certified financial planner, and President of TrustCounsel, a law firm in Chapel Hill that provides estate planning in North Carolina, Tennessee, Florida and New York.
Designed for attorneys, financial planners, trust officers, and CPAs who are interested in learning more about education trusts, the 90-minute teleconference will take place at 1PM EST on Wednesday, January 9, 2012. Recordings of the webinar are available with advanced registration. Early registration discounts end December 14th. Herman-Giddens will teach the webinar with Robert Deschene, an estate planning attorney in Massachusetts. Continuing Legal Education credit processing is available for an additional fee per person per state in states where webinars and teleconferences are accredited. This webinar is eligible for at least 1.5 general CLE credits and CLE credit processing can be ordered before or after the program, depending on state rules. CLE credits are not available for PR or for NY attorneys admitted within the last 2 years. The webinar is offered through Strafford Webinars and Teleconferences.
TrustCounsel (trustcounselpa.com) 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.