Business Details
16 Years
experience
Your Trusted Partner for Estate Planning Solutions
The Law Office of Nelson & Nelson, P.A. has established itself as a premier estate planning and asset protection firm serving high-net-worth individuals and families in Florida. With over a decade of experience, our attorneys combine deep legal expertise with personalized service to create tailored strategies that minimize tax burdens, preserve wealth, and ensure seamless asset transfer. Recognized by U.S. News & World Report and Best Lawyers, we maintain a legacy of excellence through our commitment to integrity, discretion, and long-term client relationships.Our team specializes in integrating estate planning, tax planning, and asset protection to address complex needs, including special needs planning, charitable giving, and business succession. We serve clients from our North Miami Beach headquarters and Tampa satellite office, providing sophisticated legal counsel that adapts to evolving family dynamics and legal landscapes.
Services
Estate Planning
Asset Protection
Tax Planning
Probate Administration
Business Planning
Elder Care Planning
Charitable Giving
Special Needs Planning
Details
- Year established: 2010
Highlights and features
- We offer decades of experience in estate and tax law planning
- Our attorneys are recognized by U.S. News & World Report and Best Lawyers
- We provide personalized, tax-efficient solutions for complex family situations
- Our team integrates estate, tax, and asset protection planning seamlessly
- We serve high-net-worth clients with discretion and legal sophistication
Associations and certifications
- U.S. News & World Report
- Best Lawyers
Services
Estate Planning
Our estate planning services help clients create comprehensive strategies for asset distribution and legacy preservation. We utilize wills, trusts, and advanced planning tools to ensure your wishes are honored while minimizing tax liabilities. Our attorneys work closely with families, LGBTQ couples, and special needs individuals to create customized plans that adapt to changing life circumstances and legal requirements.
Asset Protection
We develop customized asset protection plans to safeguard wealth from potential creditors and litigation risks. Our strategies include entity structuring, jurisdiction planning, and specialized tools tailored for high-net-worth individuals, athletes, and business owners. With decades of experience, we help clients preserve their financial legacy while maintaining compliance with evolving legal standards.
Tax Planning
Our tax planning services focus on minimizing estate, gift, and income tax liabilities through strategic planning. We help clients leverage applicable laws and regulations to maximize economic security while ensuring compliance. Our approach integrates with overall estate and business planning to create comprehensive, tax-efficient solutions for long-term wealth preservation.
Probate Administration
We guide executors and beneficiaries through the probate process with sensitivity and expertise. Our services include estate asset management, tax filing, debt settlement, and distribution planning. We work to minimize tax exposure and resolve complex probate matters efficiently while maintaining focus on the family's needs during difficult transitions.
Business Planning
We assist business owners with succession planning, entity structuring, and ownership transition strategies. Our services include drafting shareholder agreements, partnership arrangements, and tax-efficient transfer plans. We help families maintain business continuity across generations while protecting assets and optimizing tax benefits through comprehensive corporate planning solutions.
People
Barry A. Nelson
Shareholder
Board-certified attorney with decades of experience in asset protection and estate planning, recognized as an industry leader in Florida. Specializes in complex wealth preservation strategies for high-net-worth clients.
Jennifer E. Okcular
Shareholder
Experienced estate planning attorney focusing on tax-efficient solutions and intergenerational wealth transfer. Provides strategic counsel to families and business owners across Florida.
Cassandra S. Nelson
Shareholder
Specializes in elder care planning and special needs trusts, helping families navigate complex caregiving and asset protection challenges with compassionate legal solutions.
Judith S. Nelson
Shareholder
Focuses on charitable giving strategies and complex estate administration, ensuring clients' philanthropic goals align with their overall wealth management objectives.
Questions
What estate planning documents do I need?
Essential documents include wills, trusts, powers of attorney, and healthcare directives. Our attorneys create customized packages based on your specific family and financial situation.
How does asset protection work for high-net-worth individuals?
We employ strategies like entity structuring, jurisdiction planning, and specialized trusts to shield assets from potential creditors while maintaining legal compliance and tax efficiency.
Can I plan for special needs beneficiaries?
Yes, we create specialized trusts and guardianship arrangements to ensure proper care and financial security for beneficiaries with special needs while preserving government benefit eligibility.
What happens during probate administration?
The process involves validating the will, inventorying assets, settling debts, and distributing property. Our attorneys guide executors through each step while minimizing tax liabilities and family conflicts.
Do you serve clients outside Florida?
While based in Florida, we assist clients nationwide with estate planning matters affecting Florida assets and provide services through our Tampa satellite office.
