Rodney H. Piercey, Partner

Since 1973, Rodney H. Piercey has been serving affluent and high net worth clients with estate planning, asset protection and tax elimination planning. For more than half of his career, he has been designing customized plans for cutting and/or eliminating taxes for this same client base. As a leader in developing unprecedented legacy strategies for protecting wealth and assets, he received the AV Preeminent™ rating by Martindale Hubbell® Peer Review Ratings™ – the highest rating for an attorney’s legal ability and professional ethics.

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Representative Experience

  • Has completed over 4,000 probate avoidance plans
  • Worked on estate plans ranging in size to $910 million
  • Assisted in redirecting more than $217 million away from estate taxes and to charities and heirs
  • Eliminated estate taxes in more than 650 estate plans which were otherwise taxable
  • Conducted more than 110 briefings, seminars and workshops on estate and tax elimination planning

Published Works

  • Co-author of Combining Life Insurance and Annuity Policies to Create a Financial Engine for a Non-grantor CLAT, Journal of Practical Estate Planning, CCH Incorporated, Aug/Sept 2004
  • Author of Tax Elimination Planning; The Ten Most Common Mistakes in Estate Planning; How a Charitable Trust Can Save You Taxes; The New Tax Law – An Update, all of which were featured in a national charity’s newsletter

Charitable Representations

  • For more than 20 years, has successfully represented an Illinois-based university, assisting donors to make tax efficient planned gifts
  • For over two decades has successfully represented a national charity by conducting a national workshop program covering Charitable Remainder Trusts, Revocable Living Trusts, Charitable Lead Trusts, Gift Annuities, bargain sale gifts and outright cash gifts
  • Is founder and director of The Good News Foundation, a charity devoted to educating Americans about their estate planning options
  • For more than 16 years, has successfully represented a senior assisted living facility with its planned giving programs

Education

  • Indiana University, B.A.
  • Indiana University School of Law, J.D.
  • Graduate of the Family Wealth Counseling two-year training school on Tax Elimination Planning
  • Graduate of the Renaissance School of Social Capital concentrating on charitable planning tools

 

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