Estate Planning
Workshop Schedule

Neil R. Covert, P.A. Home

Offices in:

Clearwater • Tampa • Sarasota • Naples • Ft. Myers

www.covertlaw.com      1-800-660-7564

Imagine Estate Plans That Really Work!

Attendance at these planning Workshops listed below entitles Clients who attend to receive a $500 Discount Certificate off their estate planning fees. Refreshments provided.
 

May 2008

Please call 1-800-660-7564 to register or
complete and submit the form below.

Please select the circle next to the workshop most convenient for you.
Please complete all applicable fields before submitting your registration. *Indicates required field.

  

HILTON NAPLES -  Thursday, May 15, 2008 2:00pm
5111 Tamiami Trail North, Naples, FL 34103
Hotel Telephone: 239.430.4900
Directions: Exit 107 off of I-75. West on Pine Ridge Road to US 41, then turn left.

  

HILTON NAPLES -  Wednesday, May 21, 2008 2:00pm
5111 Tamiami Trail North, Naples, FL 34103
Hotel Telephone: 239.430.4900
Directions: Exit 107 off of I-75. West on Pine Ridge Road to US 41, then turn left.

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Purpose of Workshop: To introduce estate planning concepts and to teach clients pitfalls of traditional estate planning; why many living trusts may not work; why HIPAA may sabotage their existing living trusts; how to create special trusts to receive IRA inheritances; how to pass money to several generations; how to prevent your children's inheritances from being lost to the future divorces, creditors and predators of their children. Clients who do not attend will not receive a $500 Discount Certificate.

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