Rodney Piercey

-Successfully completed over 2,200 estate plans ranging in size to $210 million.
-Assisted in redirecting more than $150 million away from estate taxes and to charities and heirs.
-Eliminated estate taxes in more than 450 estate plans which were otherwise taxable.
-Conducted more than 50 briefings, seminars and workshops on estate and tax elimination planning.
-Co-author 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 national charity's newsletter.
-Graduate of the Family Wealth Counseling two-year training school on Tax Elimination Planning, and of the Renaissance School of Social Capital concentrating on Charitable planning tools.
-Has for 13 years successfully represented an Illinois based university in assisting donors to make planned gifts, including Gift Annuities, Charitable Remainder Trusts, bargain sale gifts and other planned gifts.
-Has for 13 years successfully represented a national charity, has conducted a national workshop program resulting 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 approved charity devoted to educating Americans about their estate planning options.
-Has for ten years successfully represented a senior assisted living facility in its planned giving programs.
-Completed the Heckerling Institute and the Notre Dame Estate Planning Institute on Estate Planning.

Lead Counsel

Piercey & Associates, Ltd.

Current

Illinois State Bar

Member

Current

Illinois

Since 1973

• Free Consultation