Attorney Profiles
Gregory Herman-Giddens, JD, LLM, 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).
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.
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.
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES:
Member, Professional Advisors Committee,
Triangle Community Foundation, 1999-. Member: Orange County Bar Association;
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-; 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; Durham/Orange Estate Planning
Council; Pro Bono Panel Member, North Carolina Center for Non-Profits.
 Rebecca J. Streamo, JD
PRACTICE AREAS: Estate Planning
Law; Probate Law; Guardianship Law; Trust Administration Law; Nonprofit
Organizations Law; Real Estate.
BAR ADMISSIONS:
North Carolina (2006).
EDUCATION:
University of North Carolina (B.A.);
North Carolina Central University School of Law (J.D. 2006)
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).
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 C. Addison - Paralegal
Associates Degree - Durham Technical Community College (1991)
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