About
-Successfully completed over 2,200 estate plans ranging in size to $210 million.
-Assisted in redirecting extra than $a hundred and fifty million away from property taxes and to charities and heirs.
-Eliminated estate taxes in more than 450 property plans which have been in any other case taxable.
-Conducted greater than 50 briefings, seminars and workshops on property and tax elimination planning.
-Co-writer of "Combining Life Insurance and Annuity Policies to Create a Financial Engine for a Nongrantor CLAT," Journal of Practical Estate Planning, CCH Incorporated, August-September, 2004.
-Author of "Tax Elimination Planning", "The Ten Most Common Mistakes in Estate Planning", "How a Charitable Trust Can Save You Taxes", and "The New Tax Law- An Update" for a country wide charity s newsletter.
-Graduate of the Family Wealth Counseling -12 months schooling college on Tax Elimination Planning, and of the Renaissance School of Social Capital focusing on Charitable making plans tools.
-Has for thirteen years successfully represented an Illinois based totally university in supporting donors to make deliberate items, consisting of Gift Annuities, Charitable Remainder Trusts, bargain sale items and different planned items.
-Has for 13 years correctly represented a countrywide charity, has performed a countrywide workshop software ensuing in Charitable Remainder Trusts, Revocable Living Trusts, Charitable Lead Trusts, Gift Annuities and outright cash gifts.
-Founder and Director of The Good News Foundation, which is an ECFA permitted charity devoted to instructing Americans approximately their estate planning alternatives.
-Has for ten years effectively represented a senior assisted living facility in its planned giving applications.
-Completed the Heckerling Institute and the Notre Dame Estate Planning Institute on Estate Planning.
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- Lead Counsel
Piercey & Associates, Ltd.
