Cassandra S. Nelson is a shareholder at Nelson & Nelson, P.A., a trusts and estates law firm in North Miami Beach, Florida. Cassandra specializes in estate planning, asset protection, tax law, special needs trusts, guardianships, and probate administration. She holds a B.A. from the University of Miami and a J.D. from Emory University School of Law. She is currently pursuing an Executive LLM in Taxation at New York University.
Cassandra has been acknowledged as a future leader in the legal profession earning recognitions by Best Lawyers: Ones to Watch® in America in the practice area of Trusts and Estates (since 2022); as an "Associates to Watch" by Chambers USA High Net Worth Guide 2024 in Private Wealth Law Florida; and as a Class IV graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).
​Cassandra is an active contributor to legal scholarship having co-authored numerous articles and chapters in respected publications including Trust & Estates, ActionLine (Florida Bar), and Leimberg Information Services. ​She co-authored Chapter 5: Homestead: Creditor Issues, Asset Protection in Florida (The Florida Bar, 7th Edition, 2022), and has been a co-contributor on several chapters published in Barry A. Nelson’s treatise, Estate Planning and Asset Protection in Florida: A Plan to Survive Unexpected Financial Threats.
Cassandra's dedication to the legal profession is paralleled by her passion for special needs advocacy. Her personal experience as the sister of an adult brother with severe autism drives her involvement with The Victory Center for Autism and Behavioral Challenges (a not-for-profit corporation), and her commitment to helping families with children who have disabilities by providing counsel on creating special needs trusts and establishing guardianships.
- E-mail: cassandra@estatetaxlawyers.com
- Direct Phone Number: 305-932-2000
- Phone Number: 305-932-2000
- Lawyer Page: https://www.estatetaxlawyers.com/cassandra-s-nelson
- 2775 Sunny Isles Boulevard, Suite 118
North Miami Beach, FL 33160
- New York University, Executive LLM in Taxation - Currently enrolled
- Emory University, J.D., graduated 2017
- University of Miami, B.A., graduated 2013
- Florida, 2017
- Florida Bar, Real Property, Probate & Trust - Member
- Florida Bar, Young Lawyers - Member
- The Miami Foundation - Professional Advisory Board
Nelson & Nelson, P.A.
2 The Best Lawyers in America® awards
1 Best Lawyers: Ones to Watch® in America award
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- Trusts and Estates
The Best Lawyers in America, Ones to Watch (Since 2022)
- Chambers USA: High Net Worth "Associates to Watch" in Private Wealth Law Florida
6 Question 2018 Gift Suitability Analysis
As published in Steve Leimberg's Estate Planning Email Newsletter #2631 on 3/22/18
Year-End Estate, Charitable/IRA and Gift Tax Planning 2019
Client informational letter regarding 2019 gift and estate tax planning techniques.
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
CAUTION: Not All Donor Advised Funds Are Created Equal
Published In: Steve Leimberg's Charitable Planning Email Newsletter, Archive Message #330, 11-06-23
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
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.
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