Practice Areas & Pricing • Estate Planning for University Professionals
Estate Planning for University Professionals
Protect Your Legacy with Clarity and Confidence
Flat-Fee Estate Plans or Concierge Representation
Experience with University Professionals
Expertise in Charitable Gifting & Endowments
Licensed in Illinois, Georgia & West Virginia
Supporters of Academic Freedom & Free Expression
The Hidden Complexities of Academic Estate Planning
Understanding TIAA-CREF and 403(b) annuities
Coordinating charitable gifts with university foundations
Structuring endowments and donor-advised funds
Planning for multi-state property or sabbatical homes
Managing legacy gifts while protecting family inheritance
Aligning estate plans with university benefits & pension rules
Attorneys Who Understand Academia — and Legacy.
Services include:
01
Wills and Living Trusts tailored for academic professionals
02
Charitable gifting and endowment coordination
03
TIAA-CREF and supplemental plan analysis
04
Multi-generational wealth and tax strategies
04
Integration with university advancement or HR offices
Simple, Predictable Pricing
Flat, predictable rates. No hourly billing, no surprises. Estate plans for individuals
and couples, plus subscription options for ongoing counsel.
Protect Your Legacy and the Principles You Stand For
Don’t wait for a legal issue to turn into a crisis. Schedule your free consultation today.
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