Plan Your Estate and Protect Your Assets
A Trusts & Estates Law Firm - Estate Planning and Asset Protection
Barry A. Nelson, Jennifer E. Okcular and Cassandra S. Nelson of the Trusts & Estates Law Office of Nelson & Nelson, P.A. provide estate planning and asset protection legal services for high net worth and private wealth clients.
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The selection of an attorney to plan one’s life and personal estate or business venture is a decision that will have lasting effects. The attorneys at Nelson & Nelson bring decades of experience and the necessary insight to counsel clients who wish to plan for the peaceful passing of the their assets to designated beneficiaries with minimum taxes. Our attorneys integrate estate planning, tax planning and asset protection planning that will allow clients to take advantage of applicable laws to reduce taxes and maximize economic security while minimizing risk. Our attorneys offer personal, practical and creative legal advice to plan for today and the future by tailoring a plan according to each client’s unique family situation; whether they are businesses, individuals, families, LGBTQ or same-sex couples or families with special needs children.
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Nelson & Nelson, P.A. has been named a “Best Law Firm” consecutively since 2010 by U.S. News & World Report and Best Lawyers®. The firm is recognized as a Miami Metropolitan Tier 1 firm for its professional excellence in Tax Law and Trusts and Estates Law and National Tier 3 in Tax Law.
Attorneys
Barry A. Nelson
Shareholder
Judith S. Nelson
Shareholder
Jennifer E. Okcular
Shareholder
Cassandra S. Nelson
Shareholder
CLIENT
UPDATE
2024/2025 Legislative, Case Law, and Related Updates and How They May Impact Your Estate Plan
In this client update letter, we discuss a number of legislative, case law, and related estate planning and asset protection developments that we believe are most relevant to our clients.
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As published in: LISI Estate Planning Email Newsletter #3162 (December 2, 2024) at http://www.leimbergservices.com.
Updated December 5, 2024.
BOI Filing Deadlines Are Approaching
The Corporate Transparency Act (the “CTA”), which went into effect on January 1, 2024, requires corporations, limited liability companies, limited partnerships, and other similar entities formed or qualified to do business in the United States to disclose beneficial ownership information (unless they fit within defined exemptions) by filing a Beneficial Ownership Information Report with the Financial Crimes Enforcement Network (“FinCEN”). Visit our BOI Filing page for deadlines and more information about e-filing your Beneficial Ownership Information report.
Services
Barry A. Nelson and the attorneys of Nelson & Nelson, P.A. provide a team approach toward estate planning and tax planning offering a wide range of legal services with a focus on wills and trusts, asset protection, trust and estate administration, probate administration and corporate, partnership, LLC and family business planning from their office in North Miami Beach, Florida. They provide individualized attention in order to develop a comprehensive and customized plan to fit each client's professional and personal needs and goals both during and after their lifetime.
Estate Planning Questionnaire
In order to begin the estate planning process, we request that our clients submit our Estate Planning Questionnaire. This form will help us obtain information so we may prepare a customized plan that will provide maximum benefits for you and your family's needs. Click the button below to learn more about how to get the process started.
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Events / Presentations
Publications
News
Links
ACTEC Trust and Estate Talk, Podcast Episode 321
Presenting: Owner’s Liability Following a Minor’s Golf Cart Accident
October 15, 2024
LISTEN TO PODCAST
Understand the risks of owning a golf cart, especially if minors are allowed to drive, and how to protect clients’ assets from accidents and lawsuits.
Estate Planning and Asset Protection in Florida: A Plan to Survive Unexpected Financial Threats
by Barry A. Nelson
Barry Nelson is an industry-respected, board-certified attorney with decades of experience counselling high-net-worth clients. In this useful resource for both professionals and clients alike, he reveals the serious implications of ignoring the potential liabilities that can threaten a client's assets.
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Use code BAN10 for a 10% discount!
Full book available in hard cover or PDF. Individual chapters available in PDF.