Estate and Tax Elimination Planning
Mar 13, 2019 7:00 AM
Rodney H. Piercey - Piercey & Associates Ltd.
Estate and Tax Elimination Planning

Mr. piercey's Bio:

  Successfully completed over 5,000 estate plans.

  Assisted with tax planning for clients with over $1 billion in assets.

  Assisted in redirecting more than $280 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 20 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 20 years successfully represented a national charity, conducting 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 a charity devoted to educating Americans about their estate      planning options.

  “AV PreeminentTM” rated by Martindale Hubbell® Peer Review RatingsTM.

  Has for ten years successfully represented a senior assisted living facility in its planned giving

programs.

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