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.
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.
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.
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