Attorney Profiles
Gregory Herman-Giddens, JD, LLM, TEP, CFP®
 PRACTICE AREAS: Estate Planning
Law; Probate Law; Estate and Gift Taxation Law; Charitable Giving Law;
Guardianship Law; Trust Administration Law; Fiduciary Income Tax Law; Nonprofit
Organizations Law; Family Wealth Transfer Law.
BAR ADMISSIONS:
North Carolina (1988);
U.S. District Court, Middle District of North Carolina (1988);
Florida (1992);
U.S. Supreme Court (1998);
U.S. Tax Court (2001); Tennessee (2004); Solicitor, England and Wales (2011);
New York (2011).
EDUCATION:
University of North Carolina (B.A., 1984);
Tulane University Law School (J.D., 1988);
University of Miami School of Law (LL.M., Estate Planning, 1993).
CERTIFICATIONS and Honors:
Board Certified Specialist in Estate Planning and Probate Law,
North Carolina State Bar Board of Legal Specialization (1997); 2007 North
Carolina Legal Elite in Tax and Estate Planning; 2007 and 2011 North Carolina
Super Lawer in Estate Planning and Probate Law; 2008 Triangle Impact Financial
Leader (Triangle Business Leader Magazine); North Carolina Registered Guardian (2010);
Registered Trust and Estate Practitioner - Society of Trust and Estate Practitioners (2011);
Phi Beta Kappa;
Psi Chi.
OTHER QUALIFICATIONS: CERTIFIED
FINANCIAL PLANNER(TM).
NASD Series 6 and 63 licenses, 2001.
PUBLICATIONS: "Charitable
Remainder Trusts," Taxation for Accountants, Journal, May 1998. (Also published
in Taxation for Lawyers). Author: "New FTC Rules Apply to Estate Planning and
Tax Attorneys", North Carolina Lawyers Weekly, June 25, 2001. Author: "529
College College Savings Plans offer Numerous Estate Planning Advantages," North
Carolina Lawyers Weekly, December 17, 2001. Author: "Every Client Needs an
Estate Plan - 10 Reasons Why," North Carolina Lawyers Weekly, September 30,
2002.
North Carolina Estate Planning Blog, 2006-Present. See
avvo.com profile for a complete list of publications and selected
presentations. PROFESSIONAL MEMBERSHIPS AND ACTIVITIES:
Member, WealthCounsel, LLC; Member, Professional Advisors Committee,
Triangle Community Foundation, 1999-2009. Member: Orange County Bar Association, President 2010, Chair - Trusts and Estates Section 2009-;
North Carolina Bar Association (Member: Estate Administration Manual
Committee of Estate Planning and Fiduciary Law, 1997-2000; Taxation and Estate
Planning and Fiduciary Law Sections; Council of Elder Law Section, 1997-2001
(Editor, Newsletter, 2001-2002); Endowment Committee, 1997-2008; Law and Aging
Committee of Young Lawyers Division, 1994-1998; Chair, 1996-1997; Division
Director, 1997-1998, Young Lawyers Division); and
American Bar Association, Member: Taxation and Real Property, Probate and
Trust Law Sections; Committees on Standards of Tax Practice and Tax Practice
Management of Tax Section, 1995-; Member, Lifetime and Testamentary Charitable
Gift Planning and Planning for Executives and Professionals Committees, of Real
Property, Probate and Trust Law Section, 1996-) Bar Associations; North Carolina
State Bar; The Florida Bar (Member: Taxation, Elder Law and Real Property,
Probate and Trust Law Sections);
National Academy of Elder Law Attorneys; Pro Bono Panel Member, North Carolina Center for Non-Profits; Member, North Carolina Guardianship Association.
COMMUNITY ACTIVITIES:
Member, Board of Directors, Habitat for Humanity for Orange County, 2008-2011; Member, Board of Directors, Chatham County Chamber of Commerce, 2009-.
 Kristin L. Burrows, JD
Kristin L. Burrows focuses her practice on helping the aged, the disabled, and their families. This area of law is known as Elder Law, and it is unique in that it draws from many areas of the law to serve a particular type of client – seniors. Kristin takes a holistic approach to advising her clients regarding both their financial well-being and their long-term healthcare needs. She has a broad range of expertise in estate planning, Medicaid planning, disability planning, guardianship and veterans benefits, which she combines with her knowledge of non-legal resources in the community to ensure and protect her clients’ quality of life.
Kristin realizes that it can sometimes be difficult or even impossible for an elderly or disabled client to travel to our office. She is pleased to accommodate her clients by traveling to meet with them as the situation requires.
PRACTICE AREAS:
Elder Law; Estate Planning; Advanced Directives – Powers of Attorney and Living Wills; Medicaid Eligibility; Medicaid Estate Recovery; Long-Term Care Planning; Disability Planning; Guardianship Law; Special Needs Trusts; Veterans Benefits; Trusts and Estates Law; Probate Law.
BAR
ADMISSIONS: North Carolina (2006).
EDUCATION: Dickinson College (B.A., 2002); Wake Forest University School of Law (J.D., Dec. 2005).
QUALIFICATIONS: Accredited to represent Veterans by the Department of Veterans Affairs.
PUBLICATIONS: “Physician Immunity in Honoring a Patient’s Advance Directive,” Passages, Vol. 1, No. 2, Sept. 2008 (Newsletter Article); “Legal Update:
Recent Changes to North Carolina’s End-of-Life Care Planning Statues,” Passages, Vol. 1, No. 1, June 2008 (Newsletter Article); “A New Era in End of Life Planning,” Legal Aid’s Train the Trainers Workshop, April, 2008 (PowerPoint Presentation, follow link and click “New Advance Directives Statutes”).
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES:
North Carolina Bar Association (Member: Elder Law Section; Estate Planning and Fiduciary Law Section; Young Lawyers Division); North Carolina State Bar; National Academy of Elder Law Attorneys; End of Life Care Coalition of Eastern North Carolina, 2006-2010 (Board Member, 2007-2010); Pitt Aging Coalition, 2006-2010.
Thomas J. Neagle, JD
Of Counsel
PRACTICE AREAS:
Estate Planning and Probate Law; Guardianship Law; Trust Administration Law;
Probate Litigation; Corporate Law; Contract Law; Intellectual Property and Technology Law.
BAR
ADMISSIONS: North Carolina (2003);
U.S. District Court, Middle District of North Carolina (2003); Patent and
Trademark Office (2005); Board Certified Specialist in Estate Planning and Probate Law (2010)
EDUCATION: University of Notre Dame (B.A., 1976); Fairleigh
Dickinson University (Masters, Computer Science, 1990), North Carolina Central
School of Law (J.D. Magna Cum Laude, 2002).
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES:
North Carolina Bar Association
(Member: Estates and Business Law Sections);
American Bar Association, Member: Probate and Trust Law Sections;
North Carolina State Bar; Member: Orange County
Bar Association; Member: Judicial District 15-B; Member: American Association
for Justice; Member: American Economic Association; Member: Association for
Computing Machinery.
TEAM MEMBER
PROFILES
Legal Assistants
Jill A. Kilby - Estate Planning Assistant and Office Manager;
Associates Degree - Durham Technical Community College (1991)
Terry A. Whitley - Estate and Trust Administration Assistant;
B.S. - Radford University (1985)
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