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.<\/p>\n
Gregory Herman-Giddens,<\/a><\/strong> J.D., LL.M., TEP, CFP,<\/a> is TrustProtector LLC’s Managing Director of Legal Services. He <\/a>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.<\/a><\/p>\n In addition, Mr. Herman-Giddens is licensed as a solicitor in England and Wales, and is a\u00a0Registered Trust and Estate Practitioner with the international Society of Trust and Estate\u00a0Practitioners (STEP). He serves as an Expert Witness in contested trust and estate matters\u00a0throughout the U.S.<\/p>\n 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.<\/p>\n<\/div>\n Marty Jensen<\/a><\/strong> 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.<\/p>\n His former clients have included broker-dealers, RIA\u2019s, 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<\/a> and www.efficientpractice.com<\/p>\n Mr. Jensen founded United Management Group, a comprehensive RIA\/fiduciary best practices, consulting firm. He has served as a \u201cManaging Director\u201d with two different FINRA broker dealers, overseeing their \u201cWealth Management\u201d and \u201cInvestment Banking\u201d divisions. Most of his roles have involved business development, strategic planning, advisory and consulting services.<\/p>\n He is a Certified Analyst with www.cefex.org<\/a> and an AIFA, Accredited Investment Fiduciary Analyst, with www.fi360.com<\/a> specializing in Fiduciary-Best Practices and Assessment Programs. He has been a pioneer in providing \u201cPrudent Expert-Fiduciary Programs\u201d to RIA\u2019s and institutions throughout the U.S.<\/p>\n 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.<\/p>\n 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. 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 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"acf-standard.php","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/pages\/19"}],"collection":[{"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/comments?post=19"}],"version-history":[{"count":12,"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/pages\/19\/revisions"}],"predecessor-version":[{"id":149,"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/pages\/19\/revisions\/149"}],"wp:attachment":[{"href":"https:\/\/trustprotectorllc.com\/wp-json\/wp\/v2\/media?parent=19"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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\nHis passions include assisting others in developing their legacy and philanthropic based ventures.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"