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Company Highlights


•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 utilizing reliable and tested tools such Family Trusts, Marital Trusts, Family Limited Partnerships, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Annuity Trusts, Private Annuities, Qualified Personal Residence Trusts, Grantor Deemed Owner Trusts, Special Needs Trusts, and Qualified Domestic Trusts.
•Team Members have conducted more than 50 briefings, seminars and workshops on estate and tax elimination planning.
•Team Members have Co-authored “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.
•Team Members have authored "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.
•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.


Why Choose Legacy?

  • We coordinate your team of attorneys, financial planners, accountants, and insurance experts to help you get your estate plan in order and eliminate unnecessary delays, expenses and all estate taxes.
  • We practice only estate planning.
  • We guarantee your satisfaction, or we don’t get paid.

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