About Neil R. Covert

Offices in:

Clearwater • Tampa • Sarasota • Naples • Ft. Myers

Toll-Free: (800) 660-7564
Email: info@covertlaw.com

Neil R. Covert

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 for 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; Giving -- Philanthropy for Everyone; and Love, Money, Control -- Reinventing Estate Planning. He also serves as a guest lecturer on personal estate and personal business planning throughout the country.

Professional Credentials

Admitted Attorney: Florida; U.S. Tax Court
Member, Bar Associations of Clearwater, Florida; Boca Raton, Florida; The Pinellas County Estate Planning Council; The National Academy of Elder Law Attorneys; and The National Network of Estate Planning Attorneys
Member, Trusts & Probate Committee, Florida Bar Association
Founder, Oxford Wealth Companies
Member, Adjunct Faculty, College for Financial Planning (Denver, CO)
Member, Adjunct Faculty, Florida Board of Accountancy

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 numerous 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.

Background

Neil has practiced law for 26 years and has focused his legal practice exclusively in the area of Life & Estate Planning and Business Planning since 1988. Neil graduated cum laude from the John Marshall Law School in Chicago, Illinois. He was an Associate Editor of the law review and was published in his law review with the treatise: The Marital Deduction Dilemma of the Surviving, Renouncing Spouse. Neil also holds a bachelor's degree in Business from Simpson College, located in Indianola, Iowa. Neil and his wife, Phyllis, have two sons, Christopher and Jonathan. Chris is a former professional golfer and Jon a film school graduate currently residing in Los Angeles, California where he is a Video Editor.

Additional Information

Neil is the author and creator of the following educational programs:

Beginning Estate Planning
Intermediate Estate Planning
Advanced Estate Planning
419a Welfare Benefit Trusts
Family Limited Partnerships & IRAs
PIRAC: The Private IRA Corporation
SOLE-K Planning
Unauthorized Insurance Entities - Mandatory CE Class
Planning 101: Opportunities in Estate Planning
Planning 102: IRA Boot Camp
Planning 103: IRA Protection 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