About 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. 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 is the President of the firm. A past 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; "Giving" - Philanthropy for Everyone; and "Love, Money, Control" - Reinventing Estate Planning. He also serves as a guest lecturer on personal estate and business planning throughout the country. Neil has developed 21 estate planning courses created for CPAs, accountants, and financial advisors for purposes of educating client's other advisors in modern estate and elder law planning techniques. Neil is married, and he and his wife, Phyllis, recently celebrated their 52nd wedding anniversary. They have two children, Christopher and Jonathan. Christopher played professional golf and has been working in the firm for 20 years as Neil's business manager. Jonathan is a music video editor and director who lives and works in Los Angeles, California where he has worked directly with most major singers, bands, and other performers editing music videos, concerts, promotional videos, and commercials.

CREDENTIALS

• Admitted Attorney: Florida; U.S. Tax Court
• Member, WealthCounsel, LLC
• Member, ElderCounsel, LLC
• Member, NAELA: National Academy of Elder Law Attorneys
• Member, Trusts & Probate Committee, Florida Bar Association
• Member, Clearwater Bar Association
• Member, Manatee County Bar Association
• Member, Sarasota County Bar Association
• Member, Lee County Bar Association
• Member, Collier County Bar Association
• Member, Adjunct Faculty, College of Financial Planning
• Member, Adjunct Faculty, Florida Board of Accountancy

CONTINUING EDUCATION COURSES for CPAs & FINANCIAL ADVISORS

• Beginning Estate Planning
• Intermediate Estate Planning
• Advanced Estate Planning
• The Truth About Estate Planning
• The Truth About Long-Term Care 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