COVERT | LAW
Taking Care of Your Family: Simple - Seamless - Automatic
Family Bloodline Planning:
Attend one of our free workshops and learn how to:
Protect Children & Grandchildren
- Prevent your Child's past or future ex-spouse from getting your money
- Protect your Child's inheritance from their lawsuits & bankruptcies
- Guarantee your assets flow from your Children to your Grandchildren
A Simple & Seamless Transition from You to Your Children & Grandchildren
- Eliminate costly probate - make it "Automatic"
- Guarantee a quick and easy transition of assets to your Children & Grandchildren
- Eliminate hassles and problems for your loved ones: make it simple & seamless
Nursing Home Protection Planning:
Attend one of our free workshops and learn how to:
Protect Your Assets Today from Nursing Home Seizure
- Eliminate the need to spend down everything to $2,000
- Structure everything without giving it all away
- Retain 100% control of money management and who gets what
In Crisis Emergencies: Qualify Immediately
- No 5 year look-back
- Protect every asset
- Eliminate Medicaid Recovery after death
Practice Areas
Estate Planning
- for Single Individuals & Married Couples
- Traditional or Blended Families
- Advanced Planning for Blended Families to retain assets in respective bloodlines
- both Will and Trust planning
- all ancillary Health Care Documents & Powers of Attorney
- Emergency Health Care 3 Minute Access to HIPAA, Health Care Surrogate Designation, & Living Will (e.g., all health care documents faxed directly into emergency room within 3 minutes in the event of a medical emergency)Attend our Workshop and learn how to design:
- 100% protection of Children's Inheritances from their Divorces, Lawsuits, etc.- 100% alignment of all assets to avoid probate - we do everything to re-title and properly beneficiary-designate all assets to protect the family- optional yearly Family Care Program™ to maintain proper asset alignment and balancing of trust funded assets, lifetime free updates and changes to plan documents due to law changes or family changes, PLUS lifetime free access to law firm for future questions (all phone calls and emails and in-person meetings are free), PLUS discounted trust administration
- Private Client Portal to view documents, receive encrypted communications, and view progress of estate plan implementation timelines
- all with bank-level security encryption
- Free Family Workshops for children grandchildren, etc. to learn about your estate plan and how it will be administered
- Private Family Annual Webinars with children, friends, family to keep everyone updated on new plan developments
- Private Professional Advisor Annual Webinars with your financial advisors, accountants, trustees to keep all of your professional advisors up-to-date to maintain total coordination of everything
- Annual Client Family Reunion Banquet to celebrate your family, your plan and their future - plus educational update: "What's Happened Since Last Year"
Advanced Elder Law Planning
Attend one of our Long Term Care Planning workshops and learn how to do:
- Proactive Pre-Planning to protect 100% of everything- never worry about future nursing home asset seizure- Crisis Nursing Home Medicaid qualification
- Prevention of Estate Recovery by Medicaid after Death
- Advanced Family Protection Trust™ to avoid of loss of capital gains step-up-in basis for inheriting children and grandchildren
- Advanced Pour-Back trusts to protect healthy spouses at home
- Advanced Parental Protection Trusts™ to permit parents to remain in their home and avoid nursing home placement
- Advanced Personal Asset Trusts™ to protect children and grandchildren from losing their inheritance to divorces, lawsuits & Medicaid estate recovery
- Private Client Portals to login and review progress with Medicaid filing - with live chat function to answer questions immediately
- Private Nursing Home Administration Portals for nursing home and care professionals to review status of pending cases and applications - with live chat function to answer questions immediately
Probate & Trust Administration
- Streamlined administration of Probate Estates to limit cost & time delays
- Orderly distribution of trust & estate assets into asset protected trusts for children and grandchildren
- Preservation of capital gains step-up-in-basis to eliminate capital gains taxes on sale of assets by inheriting beneficiaries
- Weekly Update Letter Reports to Trustees and Beneficiaries to keep everyone continuously informed as to the progress of the estate administration
- Monthly Private Live Webinars for all Trustees and Beneficiaries to review progress, outline next steps, and answer questions
- Private Client Family Listserves
- these are email "groups" to which we post periodic email messages as to documents filed, case progression, etc. It is also a means for a trustee, a personal representative or a beneficiary to ask questions of the attorney and to share those questions with the group members of the Listserve.
- Private Client Administration Portals to login and review progress of estate administration, view pleadings, orders & other court filings, view timelines and upcoming filings and distribution schedule
- Private Beneficiary Portals to login and review progress of estate administration, view timelines and distribution schedule
Meet Neil
Neil has practiced law for 45 years and has focused his legal practice in the areas of estate planning, advanced elder law planning, and probate and trust administration.
Quick Start - Video TUTORIALS
Our Process
See what are process is for becoming a Client:
This is a short video tutorial that walks you through what our process is and how we work with Clients. We believe strongly in EDUCATION! Accordingly, we urge all of our new Clients to attend our FREE Educational Workshops. We know you will learn a lot - and EVERYTHING is in PLAIN ENGLISH!!
1 minute 28 seconds
How to Get Started
See how you can get started today:
This is a very short video tutorial that walks you through the steps to get started exploring how to become one of our Clients.
Call us today at 1.800-660.7564!
3 minutes 12 seconds
Most Estate Plans Never Work
Learn why YOUR estate plan probably won't work:
This is a little bit more of an "in-depth" look at why most estate plans don't work. Most people name their Children or Grandchildren (or other people to inherit). Naming children by name can result in your children losing 100% of your money after they inherit it.
8 minutes 53 seconds
Keep Your Assets & Still Qualify
See how to qualify for Medicaid & keep everything:
This is a short video tutorial that teaches why you don't have to give away OR spend down all of your money in the event you have to go into a nursing home.
Learn More about Asset Alignment
2 minutes 32 seconds
Why You NEVER Leave Anything to Children in their Name:
Learn why you should never-ever do this:
This is a short video tutorial that shows you what can happen when you name your Children or Grandchildren BY NAME in your Will or your Trust. This is generally something that you never want to do - although YOUR current plan probably does just that.
Learn more about Estate Planning or call us today at 1.800.660.7564
2 minutes 34 seconds
Why You NEVER Name Your Spouse as Your IRA Beneficiary:
Learn why you should never-ever do this:
This is a short video tutorial that demonstrates what can happen when your name your current Spouse as the primary beneficiary of your IRA, 401 (K), or other qualified retirement plan. Most people name their Spouse as their "Primary Beneficiary" and their Children (by name) as their "Secondary Beneficiaries." Learn why you never-ever want to do this.
2 minutes 41 seconds
Workshops
All Workshops are Free
PLANNING WORKSHOP:
"The Truth About Estate & Long Term Care Planning"
- Why Your Plan Probably Won't Work
- How to Protect 100% of Everything Without Giving it All Away!
- a step-by-step outline of why most estate plans don't work - and how to get your plan to work.
- how to protect the inheritance you leave your child from being lost to your child's divorcing ex-spouse
- how to protect your assets from nursing home seizure in the event of a catastrophic illness
- a step-by-step outline of why you don't have to spend down your assets to $2,000 to qualify for Medicare/Medicaid benefits
- how to structure your estate today to avoid nursing home seizure in the event of a catastrophic illness
- how to qualify for Medicare/Medicaid benefits, protect your full step-up-in-basis of assets for your children, and prevent Medicaid estate recovery
SPECIALTY WORKSHOPS FOR OUR CLIENTS:
1. "What to Do When Something Happens"
- A Step-by-Step Guide of What Your Loved Ones Need to Do
Learn More
2. "How to Plan for Your IRA or Qualified Plan"
- Why You NEVER Name Your Spouse as the Primary Beneficiary
Learn More
4. "Digital Assets, Accts & Passwords"
- How to Organize & Protect Your Online information from Fraud & Exploitation
Learn More
Resources
Quick - Clicks
- Estate Planning Information
- Florida Probate Code
- Florida Trust Code
- Social Security Retirement Planner
- FAQ: Social Security & Retirement
- Nursing Home Search
- Alzheimer's Association
- AARP
- Eldercare Locator by US Admin. on Aging
- Social Security Administration
- Florida Program Policy Manual
- CMS Medicare & Medicaid Manuals & Transmittals
- Social Security Disability Benefits Overview
- Social Security SSI Eligibility
- IRS: Internal Revenue Service
- Internal Revenue Code
- Federal Estate Tax Laws
- Federal Gift Tax Laws
