We are dedicated to providing exceptional wealth planning, protection and management services tailored to the goals of our clients through individualized attention and careful selection of appropriate strategies. We strive to keep abreast of innovative estate planning techniques and the constantly changing state of the law by annual attendance at the foremost national educational conferences and membership in leading professional organizations. We use technology to increase efficiency, improve the quality of our work, reduce costs and keep our clients informed. Above all, we seek to maximize client satisfaction by providing meaningful counsel and the best tools to achieve a client’s objectives.
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Kristin L. Burrows, J.D.
Thomas J. Neagle, M.S., J.D.
Gregory Herman-Giddens, J.D., LLM, TEP, CFP®
Trust Counsel assists Clients with Asset Protection in Chapel Hill, North Carolina as well as Carrboro Durham, Cary, Pittsboro, Hillsborough, North Raleigh, Apex, Holly Springs and Morrisville in Durham County, Orange County, Wake County and Granville County.