Past Events & Presentations
Barry A. Nelson Presentations
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- ACTEC Trust and Estate Talk, Podcast Episode 321
Presenting: Owner’s Liability Following a Minor’s Golf Cart Accident
October 15, 2024
Understand the risks of owning a golf cart, especially if minors are allowed to drive, and how to protect clients’ assets from accidents and lawsuits.
LISTEN TO PODCAST
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- ACTEC Trust and Estate Talk, Podcast Episode 173
Presenting: Exempt Status of Retirement Plan Distributions
October 2020
Learn how the SECURE Act’s 10-year payout rule changes asset protection for inherited retirement accounts—and what planning strategies can help keep those assets safe.
LISTEN TO PODCAST
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- ACTEC Trust and Estate Talk, Podcast Episode 109
Presenting: Estate Transfer Planning
for the Moderate Estate
June 9, 2020
LISTEN TO PODCAST
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- ACTEC Summer Meeting
Golf Cart Owners Should Beware of Huge Potential Liability
Presenters: Barry A. Nelson
June 20, 2024
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- Palm Beach Estate Planning Council
Presenting: Asset Protection: Case Law and Legislative Updates
Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
May 14, 2024
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- ACTEC Virtual National Meeting / Asset Protection Committee
Presenting: Asset Protection and Estate Planning
Presenters: Barry A. Nelson of Nelson & Nelson, P.A.
December 6, 2023
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- Miami Tax Lunch / The New Tax Lawyer Committee / Tax Section of The Florida Bar
Presenting: Asset Protection: Case Law and Legislative Updates
Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
November 28, 2023
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- Real Property Probate and Trust Law Section of the Florida Bar (RPPTL)
Zoom Presentation for Asset Protection and Estate & Trust Tax Planning Committees
Presenting: Fleeing to Florida – Great Homestead and Other Asset Protection but Should Your Trust Flee Somewhere Else?
Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
February 10, 2023
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- South Florida Accounting Conference (SFAC)
by Florida Institute of Certified Public Accountants (FICPA)
Presenting: Inter Vivos QTIP Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2021/2022 Legislative Updates, and Drafting for High-Net-Worth Clients
Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
November 10, 2022
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- Florida Fellows Institute (FFI) of the American College of Trust and Estate Counsel (ACTEC)
Presenting: Case Law Updates and Legislative Proposals
September 23, 2021
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- Washington DC Estate Planning Council – Virtual
Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance Estate and Asset Protection Planning
October 26, 2020
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- JP Morgan Wealth Advisory Meeting – Virtual
Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance Estate and Asset Protection Planning
June 2, 2020
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- ACTEC Annual Meeting Professional Program 2020
Presenting: Seminar H: Having Your Cake and Eating It Too
March 8, 2020
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- Florida Bar RPPTL Program – The New Estate Planning: Creditors, NRA’s and State Tax Collectors
Presenting: Use of Inter Vivos QTIP Trusts and SLATs
to Enhance Estate and Asset Protection Planning
Fort Lauderdale, FL
June 14, 2019
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- 53rd Annual Heckerling Institute on Estate Planning
Presenting: Special Session Panel
Orlando, FL
January 17, 2019
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- Estate Planning Council of Greater Miami
Presenting: Asset Protection
Miami, FL
November 15, 2018
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- Florida Fellows Institute of ACTEC Class IV Program 1
Presenting: Asset Protection Planning
Fort Lauderdale, FL
October 5, 2018
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- American Bar Association
7th Annual International Legal Symposium on the World of Music, Film, Television, and Sports
Presenting: Planning to Avoid Financial Elder Abuse/Exploitation of Athletes and Entertainers as They Enter Their “Golden Years”
Miami Beach, FL
April 5, 2018
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- ACTEC Annual Meeting 2018
Presenting: State Law Survey of Asset Protection Techniques Updates at the Asset Protection Committee Meeting
March 8, 2018
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- Greater Miami Jewish Federation
Presenting: Integrating Estate Planning & Asset Protection After the Tax Cuts and Jobs Act
January 17, 2018
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- Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
Presenting: Asset Protection Planning
October 26, 2017
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- ACTEC Fall Meeting 2017
Presenting: Asset Protection Planning
October 22, 2017
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- Coral Gables South Dade Estate Planning Council
Presenting with: Cassandra S. Nelson
Presenting: Financial Exploitation of Elders
Coral Gables, FL
September 26, 2017
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- Florida Tax Institute
Presenting: Integrating Estate Planning and Asset Protection Planning
Tampa, FL
March 31, 2017
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- Estate Planning Council of Miami 5th Annual Symposium
Presenting: Integrating Asset Protection & Estate Planning
Coral Gables, FL
February 9, 2017
Jennifer E. Okcular Presentations
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- Miami Tax Lunch / The New Tax Lawyer Committee / Tax Section of The Florida Bar
Presenting: Asset Protection: Case Law and Legislative Updates
Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
November 28, 2023
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- South Florida Accounting Conference (SFAC)
by Florida Institute of Certified Public Accountants (FICPA)
Presenting: Inter Vivos QTIP Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2022/2023 Legislative Updates, and Drafting for High-Net-Worth Clients
Presenters: Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
October 26, 2023
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- South Florida Accounting Conference (SFAC)
by Florida Institute of Certified Public Accountants (FICPA) Presenting: Inter Vivos QTIPs, SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2021/2022 Legislative Updates, and Drafting for High-Net-Worth Clients
Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
November 10, 2022
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- Institute for Paralegal Education (IPE)
NBI National Business Institute
The Probate Process From Start to Finish for Paralegals
Presenting: Dealing with Spouse’s Elective Shares
Miami, FL
October 11, 2018
Cassandra S. Nelson Presentations
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- Palm Beach Estate Planning Council
Presenting: Asset Protection: Case Law and Legislative Updates
Presenters: Barry A. Nelson, Cassandra S. Nelson of Nelson & Nelson, P.A.
May 14, 2024
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- LISI Webinar – Member Exclusive
Presenting: Avoiding Unintended Results: DAF Succession & Charitable Objectives
Presenters: Cassandra S. Nelson, Barry A. Nelson
November 30, 2023 – 2:00 PM – 3:00 PM EST
LISI MEMBERS – WATCH THE RECORDING
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- Miami Tax Lunch / The New Tax Lawyer Committee / Tax Section of The Florida Bar
Presenting: Asset Protection: Case Law and Legislative Updates
Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
November 28, 2023
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- South Florida Accounting Conference (SFAC)
by Florida Institute of Certified Public Accountants (FICPA)
Presenting: Inter Vivos QTIP Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2022/2023 Legislative Updates, and Drafting for High-Net-Worth Clients
Presenters: Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
October 26, 2023
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- South Florida Accounting Conference (SFAC)
by Florida Institute of Certified Public Accountants (FICPA)
Presenting: Inter Vivos QTIPs, SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026, 2021/2022 Legislative Updates, and Drafting for High-Net-Worth Clients
Presenters: Barry A. Nelson, Jennifer E. Okcular, Cassandra S. Nelson of Nelson & Nelson, P.A.
November 10, 2022
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- Coral Gables South Dade Estate Planning Council
Presenting with: Barry A. Nelson
Presenting: Financial Exploitation of Elders
Coral Gables, FL
September 26, 2017
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