• The Real Property, Probate, and Trust Law (RPPTL) Section of The Florida Bar - Charitable Committee
  Presenting: CAUTION: Not All Donor Funds Are Created Equal (DAF)
  Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
  July 15, 2024

​

• ACTEC Summer Meeting
  Golf Cart Owners Should Beware of Huge Potential Liability
  Presenters: Barry A. Nelson
  June 20, 2024

​

• Palm Beach Estate Planning Council
  Presenting: Asset Protection: Case Law and Legislative Updates
  Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
  May 14, 2024

​

• 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

​

• 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
  Supporting Material: The 2023 DAF Report by National Philanthropic Trust

​

• 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

​

• Florida Fellows Institute (FFI) of the American College of Trust and Estate Counsel (ACTEC)
  Presenting: Case Law Updates and Legislative Proposals
  October 12, 2023

​

• ACTEC Annual Meeting 2023
  Presenting:Third Party Created Discretionary and Spendthrift Trusts & Bacardi from  Chapter 12, Estate Planning and Asset Protection in Florida
  March 3, 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

​

• Florida Fellows Institute (FFI) of the American College of Trust and Estate Counsel (ACTEC)
  Presenting: Case Law Updates and Legislative Proposals
  September 23, 2021

​

• University of Southern California Tax Institute - Virtual
  Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance
  Estate and Asset Protection Planning
  January 27, 2021

​

• ACTEC Fall Meeting 2020 - Virtual
  Presenting: Chapter 16: Ethical Considerations in Advising Clients on Asset Protection Techniques (An excerpt from Estate Planning and Asset Protection in Florida
  October 21, 2020

​

• 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

​

• Estate Planning Council of Greater Miami - Webinar Workshop & Presentation
  Presenting: View From an Estate/Asset Protection Attorney and Creditors Rights Attorney Toward COVID-19 Financial Challenges
  Presented with: Allison R. Day, Esq., Genovese Joblove & Battista, P.A.
  May 20, 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