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Chapel Hill Lawyer Reviews Retirement Account Planning Tool in National Webinar - Chapel Hill lawyer Gregory Herman-Giddens, JD, LLM, TEP, CFP presents “IRA Beneficiary Trusts and Post-Death Administration: New Estate Planning Tool” in a national webinar through continuing ed provider Strafford Publications on April 4
Chapel Hill Lawyer Reviews Retirement Account Planning Tool in National Webinar

 

PRZOOM - /newswire/ - Chapel Hill, NC, United States, 2013/03/01 - Chapel Hill lawyer Gregory Herman-Giddens, JD, LLM, TEP, CFP presents “IRA Beneficiary Trusts and Post-Death Administration: New Estate Planning Tool” in a national webinar through continuing ed provider Strafford Publications on April 4.

   
 
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The 90-minute Continuing Legal Education webinar will focus on IRA beneficiary trusts, a new estate planning tool that has grown in popularity for individuals with IRAs and other retirement plans. IRA beneficiary trusts offer multiple benefits, such as preservation of income, tax deferral, and creditor protection. Designed for financial advisors and attorneys, this webinar explains how to effectively navigate minimum distribution rules, income tax and asset protection elections, establish sub-share trusts, meet critical deadlines and more.

Herman-Giddens, President of TrustCounsel, an estate planning firm serving North Carolina, Tennessee, Florida, and New York, and Los Angeles-area attorney Phil Kavesh will show practitioners how to anticipate and respond to critical problems that may arise from defective beneficiary designations forms, outdated trust terms, or missed deadlines. A board-certified attorney, Herman-Giddens is frequently requested as an instructor and educates attorneys around the country on the best estate planning strategies. He has previously hosted several webinars for Strafford on IRAs, asset protection, and trusts.

“IRA Beneficiary Trusts and Post-Death Administration: New Estate Planning Tool” is part of Strafford’s CLE webinar series. The live national webinar takes place from 1PM-2:30PM EST on April 4, 2013. Registration info can be found on TrustCounsel’s website. CLE credits are available for this course.

About TrustCounsel

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.

 
 
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Agency / Source: Tara Lynne Groth

 
 

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Chapel Hill Lawyer Reviews Retirement Account Planning Tool in National Webinar

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