Rodney H. Piercey, Partner
- Email: firstname.lastname@example.org*
- Direct Phone: 224-848-4644
- 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
- 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
- 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
- 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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