• Neil R. Covert, P.A.

    Attorney at Law

    Estate Planning, Probate & Trust Administration & Asset Protection Planning

    Toll Free: 800.660.7564

    Email: info@covertlaw.com

    Offices:

    Keeping Your Assets in YOUR Family Bloodline

    Protect Your Children Against:

    Their Past & Future Divorces, Lawsuits, Creditors & Other Predators

    Scroll Down to Learn More:

  • Neil R. Covert, P.A.

    Attorney at Law

    Estate Planning, Probate & Trust Administration & Asset Protection Planning

    Toll Free: 800.660.7564

    Email: info@covertlaw.com

    Offices:

    Keeping Your Assets in YOUR Family Bloodline

    Protect Your Children Against:

    Their Past & Future Divorces, Lawsuits, Creditors & Other Predators

    Scroll Down to Learn More:

Learn More

What Can Happen to Your Child’s Inheritance:
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You Name Your Child by Name in Your Will or Trust

You Want to Leave Your Assets to Your Child

So You Name Your Child BY NAME

How does your Child then Inherit?

In Their Name - Because YOU Named Them by Name!

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Your Money Now Becomes “Their” Money

If Your Child is Married When they Inherit

Usually, Your Money then Becomes Joint Marital Property

Why? Because your Child Co-Mingles it.

You Should Assume Your Child will NOT Keep Your Money Separate - Always assume they will do the wrong thing - or get talked into co-mingling it.

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Your Child Could Lose 100% of Your Money

Your Child Gets Divorced Later

Or your Child gets sued - Or files Bankruptcy

Your Child Could Lose Everything

All Because YOU Named Your Child by Name in Your Will or Trust - You Left EVERYTHING Unprotected

Scroll Down & Attend Our Free New Client Workshops

- and learn how to prevent all of this from happening to you and your children now.

Upcoming Client Workshops

Sarasota

Lakewood Ranch Holiday Inn Express

6321 Lake Osprey Drive

Sarasota, FL 34240

Directions: At the University Park exit off I-75, proceed East to Lake Osprey Drive. Turn right. Hotel is 1/4 mile on the left.

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REGISTER NOW:

Wednesday June 22, 2016

2:00 pm to 3:45 pm

Lakewood Ranch Holiday Inn Express

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REGISTER NOW:

Monday June 27, 2016

2:00 pm to 3:45 pm

Lakewood Ranch Holiday Inn Express

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Sarasota

Lakewood Ranch Holiday Inn Express

6231 Lake Osprey Drive

Sarasota, FL 34240

Directions: At the University Park exit off I-75, proceed East to Lake Osprey Drive and turn right. Hotel is 1/4 mile on the left.

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Naples

Hilton Naples

5111 Tamiami Trail North

Naples, FL 34103

Directions: Located just south of the intersection of Pine Ridge Road and U.S. 41 (Tamiami Trail), on the west side of U.S. 41.

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Ft. Myers

Crowne Plaza

13051 Bell Tower Drive

Ft. Myers, FL 33907

Directions: Located just north of the intersection of U.S. 41 and Daniels Parkway, on the east side of U.S. 41 - behind the Bell Tower Shops complex.

CALL for next Dates or Schedule a Free Consultation:

1.800.660.7564

About Neil R. Covert

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Neil is President of the firm. A featured speaker at the annual Broward County Financial Planning Association’s Annual Convention, he serves as an instructor for the College of Financial Planning (Denver, CO) teaching Estate Planning to financial professionals seeking to maintain the CERTIFIED FINANCIAL PLANNER™ certification. (NOTE: CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.)

Neil is also a contributing author to three books: Strictly Business - Planning Strategies for Privately Owned Businesses; and Giving - Philanthropy for Everyone; and Love, Money, Control - Reinventing Estate Planning. He also servers as a guest lecturer on personal estate and business planning throughout the country.

Recognition

Neil is a frequent author on the topics of Estate, Business, and Asset Protection Planning law. He has written for and been quoted in numbers publications as well as a number of industry publications. He is an approved instructor for over 20 courses on estate and business planning, spanning the realm of beginning to advanced planning techniques.

Professional Credentials

  • Admitted Attorney: Florida; U.S. Tax Court
  • Member, Bar Associations of Clearwater, Florida: The Pinellas County Estate Planning Council; The National Academy of Elder Law Attorneys; and WealthCounsel, LLC
  • Member, Trusts & Probate Committee, Florida Bar Association
  • Member, Adjunct Faculty for Financial Planning
  • Member, Adjunct Faculty, Florida Board of Accountancy

Background

Neil has practiced law for 38 years and has focused his legal practice in the areas of estate planning and business planning. Neil graduated cum laude from The John Marshall Law School in Chicago, Illinois in 1976. He was an Associate Editor of The John Marshall Law Review and was published by the law review for his treatise: “The Marital Deduction Dilemma of the Surviving Renouncing Spouse.” Neil also holds a Bachelor of Arts degree from Simpson College, Indianola, Iowa. Neil and his wife, Phyllis, have two sons, Christopher and Jonathan.

Continuing Education Classes

  • Beginning Estate Planning
  • Intermediate Estate Planning
  • Advanced Estate Planning
  • 419a Welfare Benefit Plans
  • Family Limited Partnerships
  • SOLE-K Planning
  • Unauthorized Insurance Entities
  • Planning 101: Opportunities in Estate Planning
  • Planning 102: IRA Boot Camp
  • Planning 103: IRA Inheritance Trusts

  • Planning 201: Plan Design Enhancements
  • Planning 202: Showing Your Clients How to Avoid Disasters in Estate Planning
  • Planning 221: Life Insurance Necessities in Estate Planning
  • Planning 231: Annuities and Medicaid Planning

  • Planning 301: Asset Protection Planning; Planning for Special Needs Children; GST Basics; and Using International Life Insurance
  • Planning 401: Integration of FLPs, GRATs & IDITs
  • Planning 402: Charitable Remainder Trusts & Charitable Lead Trusts
  • Planning 403: Advanced Issue Spotting
  • Planning 404: Incentive Stock Options

Copyright © Neil R. Covert, P.A. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.

Email: info@covertlaw.com

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