Professional Advisor 
Estate And Tax Elimination Planning
Rodney H. Piercey
2300 Barrington Road
Suite 220
Hoffman Estates, Illinois 60195
Email:
Planning Advisor
Phone: 847-490-8450
FAX: 847-490-8453
HIGHLIGHTS OF PRACTICE:
- Successfully completed over 1,500 estate plans ranging in size to $100 million.
- Assisted in redirecting more than $75 million away from estate taxes and to Charities and heirs.
- Eliminated estate taxes in more than 250 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 ten 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 ten years successfully represented a national charity, now 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 an ECFA approved organization devoted to educating Americans around the country 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.