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Events / Presentations

  • ACTEC Virtual National Meeting / Asset Protection Committee 
    Presenting: Asset Protection and Estate Planning
    Presenters: Barry A. Nelson of Nelson & Nelson, P.A.
    December 6, 2023

  • Palm Beach Estate Planning Council
    Presenting:
    Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
    May 14, 2024

UPCOMING
  • ACTEC Trust and Estate Talk, Podcast Episode 109
    Presenting: Estate Transfer Planning
    for the Moderate Estate
    June 9, 2020
    LISTEN TO PODCAST

  • LISI Webinar - Member Exclusive
    Presenting: Avoiding Unintended Results: DAF Succession & Charitable Objectives
    Presenters: Cassandra S. Nelson, Barry A. Nelson
    November 30, 2023 - 2:00 PM - 3:00 PM EST
    LISI MEMBERS - WATCH THE RECORDING

  • Miami Tax Lunch / The New Tax Lawyer Committee / Tax Section of The Florida Bar
    Presenting: Asset Protection: Case Law and Legislative Updates
    Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    November 28, 2023

  • Real Property Probate and Trust Law Section of the Florida Bar (RPPTL)
    Zoom Presentation for Asset Protection and Estate & Trust Tax Planning Committees
    Presenting: Fleeing to Florida - Great Homestead and Other Asset Protection but Should Your Trust Flee Somewhere Else?
    Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
    February 10, 2023

  • South Florida Accounting Conference (SFAC)
    by Florida Institute of Certified Public Accountants (FICPA)
    Presenting: Inter Vivos QTIP Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2021/2022 Legislative Updates, and Drafting for High-Net-Worth Clients
    Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    November 10, 2022

  • Washington DC Estate Planning Council - Virtual
    Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance Estate and Asset Protection Planning
    October 26, 2020

  • JP Morgan Wealth Advisory Meeting - Virtual
    Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance Estate and Asset Protection Planning
    June 2, 2020

  • ACTEC Annual Meeting Professional Program 2020
    Presenting: Seminar H: Having Your Cake and Eating It Too
    March 8, 2020

  • Florida Bar RPPTL Program - The New Estate Planning: Creditors, NRA's and State Tax Collectors
    Presenting: Use of Inter Vivos QTIP Trusts and SLATs
    to Enhance Estate and Asset Protection Planning
    Fort Lauderdale, FL
    June 14, 2019

     

  • 53rd Annual Heckerling Institute on Estate Planning
    Presenting: Special Session Panel
    Orlando, FL
    January 17, 2019

     

  • Estate Planning Council of Greater Miami
    Presenting: Asset Protection
    Miami, FL
    November 15, 2018

     

  • Florida Fellows Institute of ACTEC Class IV Program 1
    Presenting: Asset Protection Planning
    Fort Lauderdale, FL
    October 5, 2018

     

  • American Bar Association
    7th Annual International Legal Symposium on the World of Music, Film, Television, and Sports
    Presenting: Planning to Avoid Financial Elder Abuse/Exploitation of Athletes and Entertainers as They Enter Their "Golden Years"
    Miami Beach, FL
    April 5, 2018

     

  • ACTEC Annual Meeting 2018
    Presenting: State Law Survey of Asset Protection Techniques Updates at the Asset Protection Committee Meeting
    March 8, 2018

     

  • Greater Miami Jewish Federation
    Presenting: Integrating Estate Planning & Asset Protection After the Tax Cuts and Jobs Act
    January 17, 2018

     

  • Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
    Presenting: Asset Protection Planning
    October 26, 2017

  • ACTEC Fall Meeting 2017
    Presenting: Asset Protection Planning
    October 22, 2017

  • Coral Gables South Dade Estate Planning Council
    Presenting with: Cassandra S. Nelson
    Presenting: Financial Exploitation of Elders
    Coral Gables, FL
    September 26, 2017

  • Florida Tax Institute
    Presenting: Integrating Estate Planning and Asset Protection Planning
    Tampa, FL
    March 31, 2017

  • Estate Planning Council of Miami 5th Annual Symposium
    Presenting: Integrating Asset Protection & Estate Planning
    Coral Gables, FL
    February 9, 2017

BARRY NELSON
  • Miami Tax Lunch / The New Tax Lawyer Committee / Tax Section of The Florida Bar
    Presenting: Asset Protection: Case Law and Legislative Updates
    Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    November 28, 2023

  • South Florida Accounting Conference (SFAC)
    by Florida Institute of Certified Public Accountants (FICPA)
    Presenting: Inter Vivos QTIP Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2022/2023 Legislative Updates, and Drafting for High-Net-Worth Clients
    Presenters: Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    October 26, 2023

  • South Florida Accounting Conference (SFAC)
    by Florida Institute of Certified Public Accountants (FICPA) Presenting: Inter Vivos QTIPs, SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2021/2022 Legislative Updates, and Drafting for High-Net-Worth Clients
    Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    November 10, 2022

  • Institute for Paralegal Education (IPE)
    NBI National Business Institute
    The Probate Process From Start to Finish for Paralegals
    Presenting: Dealing with Spouse's Elective Shares
    Miami, FL
    October 11, 2018

JENNIFER OKCULAR
  • LISI Webinar - Member Exclusive
    Presenting: Avoiding Unintended Results: DAF Succession & Charitable Objectives
    Presenters: Cassandra S. Nelson, Barry A. Nelson
    November 30, 2023 - 2:00 PM - 3:00 PM EST
    LISI MEMBERS - WATCH THE RECORDING

  • Miami Tax Lunch / The New Tax Lawyer Committee / Tax Section of The Florida Bar
    Presenting: Asset Protection: Case Law and Legislative Updates
    Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    November 28, 2023

  • South Florida Accounting Conference (SFAC)
    by Florida Institute of Certified Public Accountants (FICPA)
    Presenting: Inter Vivos QTIP Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2022/2023 Legislative Updates, and Drafting for High-Net-Worth Clients
    Presenters: Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    October 26, 2023

  • South Florida Accounting Conference (SFAC)
    by Florida Institute of Certified Public Accountants (FICPA)
    Presenting: Inter Vivos QTIPs, SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2021/2022 Legislative Updates, and Drafting for High-Net-Worth Clients
    Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
    November 10, 2022

  • Coral Gables South Dade Estate Planning Council
    Presenting with: Barry A. Nelson
    Presenting: Financial Exploitation of Elders
    Coral Gables, FL
    September 26, 2017

CASSANDRA NELSON
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