Choosing the right Trust Protector is vitally important. A Trust Protector has the power to make very important decisions impacting the trust and its beneficiaries. The ideal Trust Protector is experienced, objective, and has expertise in trust and tax law. TrustProtector, LLC has served as Trust Protector in multiple trusts, nationally and internationally, for over 15 years.
Gregory Herman-Giddens, J.D., LL.M., TEP, CFP, is TrustProtector LLC’s Managing Director of Legal Services. He is an attorney with over 30 years of experience in estate planning, trust and tax law. Mr. Herman-Giddens is certified as a Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization, and is admitted to practice in North Carolina, Florida, Tennessee and New York. He is a member of the Bars of the United States Tax Court and the Supreme Court of the United States. He is also a Certified Financial Planner.
In addition, Mr. Herman-Giddens is licensed as a solicitor in England and Wales, and is a Registered Trust and Estate Practitioner with the international Society of Trust and Estate Practitioners (STEP). He serves as an Expert Witness in contested trust and estate matters throughout the U.S.
Mr. Herman-Giddens is the President of Trust Counsel Law Firm which serves clients in Chapel Hill, NC, Naples, FL, Miami, FL, New York, NY, and Tennessee.
Marty Jensen serves as Managing Director of Fiduciary Services, overseeing business development activities and strategic initiatives, throughout the financial services industry. He is building out a world-class multi-family office platform with subject matter experts and tools dealing with multi-generational wealth, legacy and philanthropic planning. Mr. Jensen has over 35 years of business development and management experience in the financial services industry. His duties have covered a broad range of products and services dealing with multi-disciplinary, comprehensive wealth management programs.
His former clients have included broker-dealers, RIA’s, trust companies, assorted financial intermediaries, advisors, family offices and investors in both domestic and international markets. Most recently he served as a managing director for www.pmiadvisors.com and www.efficientpractice.com
Mr. Jensen founded United Management Group, a comprehensive RIA/fiduciary best practices, consulting firm. He has served as a “Managing Director” with two different FINRA broker dealers, overseeing their “Wealth Management” and “Investment Banking” divisions. Most of his roles have involved business development, strategic planning, advisory and consulting services.
He is a Certified Analyst with www.cefex.org and an AIFA, Accredited Investment Fiduciary Analyst, with www.fi360.com specializing in Fiduciary-Best Practices and Assessment Programs. He has been a pioneer in providing “Prudent Expert-Fiduciary Programs” to RIA’s and institutions throughout the U.S.
Marty is a graduate of the University of Nebraska in his hometown of Lincoln. He is a former CIMC and past President of I.I.M.C; Institute of Investment Management Consultants Association (which has since merged with IMCA.
He has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including: Harvard, Wharton, Cornell, UCLA and Yale.
His passions include assisting others in developing their legacy and philanthropic based ventures.