Nelson & Nelson, P.A.
2 The Best Lawyers in America® awards
1 Best Lawyers: Ones to Watch® in America award
Visit Best Law Firms profile for Nelson & Nelson, P.A. Visit Website 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.
Nelson & Nelson, P.A. has been named a “Best Law Firm” by The Best Lawyers in America® and Chambers USA: High Net Worth Guide in Private Wealth Law.
- Asset Protection
- Corporate Law
- Estate Planning
- Probate
- Tax Law
- Trusts and Estates
Implementation of the Corporate Transparency Act (CTA) - March 2024
In this letter to our clients, we discuss two important changes on the horizon. The implementation of the Corporate Transparency Act (“CTA”), which will impose significant new reporting requirements on many businesses, and the sunsetting of the increased estate and gift tax exemption amounts at the end of 2025.
Jennifer E.
Okcular
Florida Golf Cart Owners Should Beware of Huge Potential Liability
Published In: The Florida Bar Journal, July/August 2024
Cassandra
Nelson
Implementation of the Corporate Transparency Act (CTA) - March 2024
In this letter to our clients, we discuss two important changes on the horizon. The implementation of the Corporate Transparency Act (“CTA”), which will impose significant new reporting requirements on many businesses, and the sunsetting of the increased estate and gift tax exemption amounts at the end of 2025.
Cassandra
Nelson
2022/2023 Legislative and Case Updates and How They May Impact Your Estate Plan
Published In: Steve Leimberg's Estate Planning Email Newsletter, Archive Message #3082, 11-27-23
Cassandra
Nelson
2022/2023 Legislative and Case Updates and How They May Impact Your Estate Plan
Published In: Steve Leimberg's Estate Planning Email Newsletter, Archive Message #3082, 11-27-23
Jennifer E.
Okcular
How Your Estate Plan May Be Affected by Potential Changes to Income and Transfer Taxes Under the House Ways and Means Committee Tax Proposal
Published in: Steve Leimberg's Estate Planning Email Newsletter, Archive Message #2984, 09-29-22.
Jennifer E.
Okcular
CAUTION: Not All Donor Advised Funds Are Created Equal
Published In: Steve Leimberg's Charitable Planning Email Newsletter, Archive Message #330, 11-06-23
Cassandra
Nelson
How Your Estate Plan May Be Affected by Potential Changes to Income and Transfer Taxes Under the House Ways and Means Committee Tax Proposal
Published in: Steve Leimberg's Estate Planning Email Newsletter, Archive Message #2984, 09-29-22
Cassandra
Nelson
Year-End Estate, Charitable/IRA and Gift Tax Planning 2019
Client informational letter regarding 2019 gift and estate tax planning techniques.
Jennifer E.
Okcular
Year-End Estate, Charitable/IRA and Gift Tax Planning 2019
Client informational letter regarding 2019 gift and estate tax planning techniques.
Cassandra
Nelson
6 Question 2018 Gift Suitability Analysis
As published in Steve Leimberg's Estate Planning Email Newsletter #2631 on 3/22/18
Cassandra
Nelson
Florida Golf Cart Owners Should Beware of Huge Potential Liability
Published In: The Florida Bar Journal, July/August 2024
Barry A.
Nelson
Implementation of the Corporate Transparency Act (CTA) - March 2024
In this letter to our clients, we discuss two important changes on the horizon. The implementation of the Corporate Transparency Act (“CTA”), which will impose significant new reporting requirements on many businesses, and the sunsetting of the increased estate and gift tax exemption amounts at the end of 2025.
Barry A.
Nelson
2022/2023 Legislative and Case Updates and How They May Impact Your Estate Plan
Published In: Steve Leimberg's Estate Planning Email Newsletter, Archive Message #3082, 11-27-23
Barry A.
Nelson
CAUTION: Not All Donor Advised Funds Are Created Equal
Published In: Steve Leimberg's Charitable Planning Email Newsletter, Archive Message #330, 11-06-23
Barry A.
Nelson
How Your Estate Plan May Be Affected by Potential Changes to Income and Transfer Taxes Under the House Ways and Means Committee Tax Proposal
As published in: Steve Leimberg's Estate Planning Email Newsletter, Archive Message #2984, 09-29-22.
Barry A.
Nelson
Year-End Estate, Charitable/IRA and Gift Tax Planning 2019
Client informational letter regarding 2019 gift and estate tax planning techniques.
Barry A.
Nelson
Florida Miscellaneous State Exemptions, Chapter 6
Florida Miscellaneous State Exemptions, Chapter 6
Barry A.
Nelson
Florida Homestead - Limitations on Ability to Devise, Chapter 5
Florida Homestead - Limitations on Ability to Devise, Chapter 5
Barry A.
Nelson
6 Question 2018 Gift Suitability Analysis
As published in Steve Leimberg's Estate Planning Email Newsletter #2631 on 3/22/18
Barry A.
Nelson
Florida Homestead - Property Tax, Chapter 4
Florida Homestead - Property Tax, Chapter 4
Barry A.
Nelson
Florida Homestead - Loss of Homestead Status by Abandonment, Sale, Criminal Acts, Inter Vivos Transfers, and Death, Chapter 3
Florida Homestead - Loss of Homestead Status by Abandonment, Sale, Criminal Acts, Inter Vivos Transfers, and Death, Chapter 3
Barry A.
Nelson
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