-Successfully completed over 2,200 estate plans ranging in size to $210 million.-Assisted in redirecting more than $150 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 13 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 13 years successfully represented a national charity, has conducted 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 charity devoted to educating Americans 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. View More ?
47 years of experience