Barry A. Nelson and Jennifer E. Okcular and the attorneys 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. 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.
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.
Services
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.
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.
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.
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.
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.
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 corporate and business planning services.
Our attorneys assist business owners to most effectively pass their ownership interests from one generation to the next by forming Family Partnerships with the objective of retaining family control while achieving maximum tax savings and asset protection benefits.
Shareholder Agreements, Partnership Agreements and Operating Agreements are structured to achieve tax savings and increased assurance that both the business and the family will continue to thrive.
Our attorneys assist business owners to most effectively pass their ownership interests from one generation to the next by forming Family Partnerships with the objective of retaining family control while achieving maximum tax savings and asset protection benefits.
Shareholder Agreements, Partnership Agreements and Operating Agreements are structured to achieve tax savings and increased assurance that both the business and the family will continue to thrive.
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 elder care planning services including guardianships and special needs planning.
Elder care planning is essentially a comprehensive strategy that helps define a senior's wishes and assists designated caregivers and/or advocates in handling the physical, personal and financial affairs of a senior aging into the last phases of life.
Long-term care (LTC) is just one, very important segment of total elder care planning.
Elder care planning is essentially a comprehensive strategy that helps define a senior's wishes and assists designated caregivers and/or advocates in handling the physical, personal and financial affairs of a senior aging into the last phases of life.
Long-term care (LTC) is just one, very important segment of total elder care planning.
Barry A. Nelson and Cassandra S. Nelson provide LISI members with a 6 Question Checklist to help determine the suitability and appropriateness of making major gifts in 2018 or thereafter based upon the increase of the basic exclusion amount to $11.18 Million.
Members will find their commentary particularly helpful as it is written in the format of a letter to clients.
What are the tax consequences if the basic exclusion amount is reduced in the future and a person used the entire basic exclusion amount in 2018?
Members will find their commentary particularly helpful as it is written in the format of a letter to clients.
What are the tax consequences if the basic exclusion amount is reduced in the future and a person used the entire basic exclusion amount in 2018?
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