PALM BEACH COUNTY ESTATE PLANNING COUNCIL

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The Palm Beach County Estate Planning Council
Annual Membership Breakfast Meeting

Tuesday, May 14, 2024

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

7:30 AM Coffee and Networking
8:00 AM Annual Meeting & Presentation

Speakers:
Barry A. Nelson, J.D., LL.M.
Cassandra S. Nelson, J.D.
Law Offices of Nelson & Nelson, P.A.

Topic:
Asset Protection Planning

Barry A. Nelson, a Florida Bar Board Certified Tax and Wills, Trusts and Estates Attorney and author of Estate Planning and Asset Protection in Florida: A Plan to Survive Unexpected Financial Threats is a shareholder in the law firm of Nelson & Nelson, P.A. in North Miami Beach, Florida. He practices in the areas of tax, estate planning, asset protection planning, probate, partnerships and business law. He provides counsel to high net worth individuals and families focusing on income, estate and gift tax planning, and assists business owners to most effectively pass their ownership interests from one generation to the next. As the father of a child with autism, Mr. Nelson combines his legal skills with compassion and understanding in the preparation of Special Needs Trusts for children with disabilities.

Cassandra S. Nelson, an associate in the law firm of Nelson & Nelson, P.A. in North Miami Beach, Florida. Cassandra is recognized in Ones to Watch in the practice area of Trusts and Estates in the 2022 and 2023 editions of Best Lawyers in America®. She practices primarily in the areas of estate planning, asset protection, tax, special needs trusts, guardianships, and probate administration. She has co-authored articles published by Trust & Estates, ActionLine (Florida Bar), and Leimberg Information Services, 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 received her B.A. from the University of Miami in 2013 and her J.D. from Emory University School of Law in 2017. Cassandra Nelson is involved with The Victory Center for Autism and Behavioral Challenges (a not-for-profit corporation). As the older sister of an adult brother with severe autism, Cassandra has a unique interest in assisting children with disabilities and their families. As an attorney, she does so by counseling on the creation of special needs trusts and establishing guardianships for such children.

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