-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.
Jurisdictions Admitted to Practice
Illinois
Since 1973
Professional Experience
Current
Piercey & Associates, Ltd.
Lead Counsel
Contacts
Special Needs Trusts Barrington1000 Hart Rd Suite 300 Barrington IL 60010Telephone: (224) 848-4646
Estate Planning Attorney Barrington2300 Barrington Rd Suite 400 Barrington IL 60010Telephone: +847 (847) 490-8450
Estate Planning Attorney Call 224-848-4642 Barrington IL Estate Tax Planning. If you need capital gains tax advice, business succession planning counsel in Barrington, Asset Protection Lawyer Barrington, prenuptial alternatives, Family Trusts Barrington, Dynasty Trust Barrington or legal issues with the sale of a company Barrington, immediate action and quick timing are the most important factors to reduce or eliminate federal estate taxes. We offer professional counsel and have an extremely high success rate. Our team is available to take your call, so you can be protected sooner from the coming tax storm.
