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Estate and Tax Elimination Planning

HIGHLIGHTS OF PRACTICE:

• Successfully completed over 1,200 estate plans ranging in size to $100 million.

• Assisted in redirecting more than $65 million away from estate taxes and to Charities.

• 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 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.