Speed learn at lunch time!
Three Niche Trusts: An Overview of Pet, Gun & Incentive Trusts
Every estate planner should be "in the know" when it comes to these types of Trusts that are becoming more and more popular.
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Pet trusts
Beth Tillman, J.D.
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Gun Trusts
Gregory Herman-Giddens
J.D., L.LM, TEP, CFP
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Incentive Trusts
Kerri Mast, J.D.
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Sponsored by the Wake County Estate Planning Council
Join us to learn why and when these types of trusts are helpful plus the basics of creating one.
Featuring:
Who Gets the Dog? Pet Trusts in North Carolina
Presented by Beth Tillman, J.D.
Tillman, Whichard & Cagle, PLLC, Chapel Hill, NC
Beth is a N.C. Board Certified Specialist in Estate Planning and Probate Law and focuses her practice on estate and gift tax planning and estate administration. She has expertise in blended family estate planning, pet trusts, probate matters and trust administration.
Gun Trusts in a Nutshell
Presented by Gregory Herman-Giddens, J.D., L.LM, TEP, CFP
Henderson, Franklin, Starnes and Holt, P.A. Attorneys at Law
Greg has been practicing law for over 33 years and maintains an active law practice in Chapel Hill, N.C. as well as Naples, Florida. He is a Board Certified Specialist in Estate Planning and Probate Law (NC) and is known for his expertise in gun trusts and gun law.
Incentive Trusts: The Basics & Experiences
Presented by Kerri Mast, J.D.
Brown Brothers Harriman & Co., Charlotte, NC
Kerri is Sr. Vice President of Brown Brothers Harriman and is the Sr. Wealth Planer for the Southeast. Kerri has extensive experience advising business owners and families of generational wealth. She works to provide clients with the resources they need to navigate transitions successfully and to help families thrive.
Our friends from the Durham/Chapel Hill Estate Planning Council are invited to join us!
Zoom log in information will be emailed after registration.
