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Estate Planning & Administration

The attorneys of Nelson & Nelson, P.A., a U.S. News and Best Lawyers® "Best Law Firms" Florida estate planning law firm, provides a full range of estate planning and administration services.

 

What is Estate Planning?

Estate planning is the process of anticipating and arranging, through the use of such tools as Wills and Trusts, for the management and distribution of that person's estate in the event the person becomes incapacitated and after death.

Estate Planning Services

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.  We provide comprehensive estate planning services. We utilize Wills, Trusts and other planning tools that are custom tailored to reflect the values and needs of our clients whether they are businesses, individuals, families, LGBTQ or same-sex couples or families with special needs children.

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 the client's goals are to provide charitable giving, or to provide funds to family members in order to provide security and to encourage productivity for future generations, or any other personal request, our attorneys provide honest and efficient estate administration services to ensure that the client's goals and wishes are met.

Estate planning & administration services include:

  • Estate and trust administration

  • Personal representative services

  • Asset protection

  • Corporate planning

  • Tax planning

  • Charitable giving

  • Guardianship

  • Special Needs Planning

Tax Planning Services

An effective estate plan needs to consider your potential tax consequences. Our tax planning professionals can help you protect your assets and grow your wealth while minimizing your tax liability.

Estate Planning and Asset Protection Book

For more information about estate planning see Asset Protection and Estate Planning in Florida: A Plan to Survive Unexpected Financial Threats by Barry A. Nelson.

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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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2775 Sunny Isles Boulevard, Suite 118

North Miami Beach, Florida 33160

T 305.932.2000    F 305.932.6585

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