FLORIDA ESTATE PLANNING ATTORNEYS | ASSET PROTECTION PLANNING | PROBATE ADMINISTRATION
CORPORATE LAW | PARTNERSHIP LAW | FLORIDA TAX LAWYERS

   

Areas of Law

Estate Planning

Asset Protection Planning

Probate Administration

Tax Law

Corporate/Partnership/LLC/Business Law

Special Needs Trusts

 

Barry Nelson Bio | Print Bio

 

barry@estatetaxlawyers.com

 

SPEAKING ENGAGEMENTS

 


 
PRIOR SPEECHES
 

Florida Tax Institute
Presenting: Integrating Estate Planning and Asset Protection Planning
Tampa, FL

March 31, 2017

Estate Planning Council of Miami 5th Annual Symposium
Presenting: Integrating Asset Protection & Estate Planning
Coral Gables, FL
Febraury 9, 2017

Florida Bar RPPTL: Current Developments Regarding Asset Protection and Estate Planning Course
Presenting: Panel Discussion: Asset Protection Planning with Trusts: Current Developments Under Florida Law and a Discussion of DAPTs and FAPTs
Fort Lauderdale, FL
December 1, 2016

Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
November 3, 2016

ACTEC Fall Meeting 2016
Presenting: Ethical Issues and Proactive Actions When Lawyer Assists Aging Clients
October 20, 2016

ABA Real Property Trust and Estates eCLE Program
CLICK TO REGISTER
Presenting: Lifetime QTIPs Webinar
October 4, 2016

50th Annual Heckerling Institute on Estate Planning
Presenting: Special Session Panel
Orlando, FL
January 14, 2016

East Coast Estate Planning Council (ECEPC)
Presenting: Asset Protection Planning
West Palm Beach, FL
November 10, 2015

Florida Fellows Institute of ACTEC
Developing Our Profession's Future Leaders
Presenting: Asset Protection Planning
Tampa, FL
September 18, 2015

Bessemer Trust Presentation
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
June 4, 2015

FPA of Greater Fort Lauderdale Conference 2015
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Fort Lauderdale, FL
May 1, 2015

BNY Mellon Wealth Management
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Boca Raton and Miami, FL
April 29 and 30, 2015

American Bar Association
6th Annual International Legal Symposium on the World of Music, Film, Television, and Sports
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
April 23, 2015

American Bar Association
Section of Real Property, Trust and Estate Law

Webinar: Creative Estate Planning Strategies for Using Lifetime QTIPs
April 7, 2015

ACTEC Annual Meeting
Presenting: Inter Vivos QTIP Trusts Could Have Unanticipated Income Tax Results to Donor Post-Divorce
By: Barry A. Nelson and Richard Franklin
Marco Island, FL
March 4, 2015

Greater Miami Tax Institute (GMTI)
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
February 11, 2015

Northern Trust - Trust Advisors Meeting
Fort Lauderdale, FL
November 5, 2014

FICPA Tax & Financial Planning Conference
Presenting: Breakout 22: Ten Estate Planning Nightmares You and Your Clients Should Avoid
Fort Lauderdale, FL
October 24, 2014

ABA Tax/RPTE Fall Meeting
Presenting: Creative Inter Vivos QTIP Planning (Panel)
Denver, CO
September 19, 2014

The Future is Now - A FREE Conference About Planning for Transition to Adulthood
Presenting: Special Needs Trusts
Davie, FL
May 17, 2014

25th Anniversary of the Section of Real Property, Trust and Estate Law Spring Symposia
Presenting: Seeking and Finding New Silver Patterns in a Changed Estate Planning Environment: Creative Inter Vivos QTIP Planning 
Chicago, IL
May 2, 2014

American Bar Association
Panel: Protecting Your Assets on the Court and in the Courtroom: Preserving Wealth in Entertainment and Sports 
Miami, FL
May 1, 2014

Ave Maria School of Law Estate Planning Conference
Presenting: 10 Steps to Take Now in Light of Estate Tax Legislation
Naples, FL
April 25, 2014

25th Annual North American Entertainment, Sports & Intellectual Property Law Conference
Panel: Don't Get Burned - Due Diligence and Audits in Licensing and Transactions
Topic: 10 Asset Protection Steps to Keep Entertainers Out of Bankruptcy/Poverty
Montego Bay, Jamaica
November 6-10, 2013

ACTEC Fall Meeting
Presenting: How Does the Ethical Asset Protection Lawyer Sleep at Night? "Very Well, Thank You Very Much!"
By: Barry A. Nelson and Daniel S. Rubin
Fort Worth, TX
October 26, 2013

The Florida Bar Presents
The Five Ws of Cutting-Edge Planning
Presenting: Domestic and Foreign Asset Protection Trusts - Planning and Pitfalls in Light of Recent (and Not so Recent) Court Decisions
By: Barry A. Nelson and Daniel S. Rubin
Tampa, FL
October 18, 2013

FICPA 28th Annual Accounting Show
Presenting: Ten Steps to Take Now in Light of Estate Tax Legislation
Fort Lauderdale, FL
September 26, 2013

ACTEC 2013 Annual Meeting
Presenting: Seminar C: Counseling the 50%: Selected Divorce Issues for the Estate Planner
Maui, Hawaii
March 6-10, 2013

The Florida Bar RPPTL Meeting
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Tampa, FL
November 30, 2012

BNY Mellon Meeting
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
November 13, 2012

FBA 2012 Trust and Private Banking Conference
Presenting: Creditor/Asset Protection from an Attorney's Perspective
Fort Lauderdale, FL
September 20, 2012

FICPA Annual Accounting Show
Presenting: Integrating Estate Planning & Asset Protection
Fort Lauderdale, FL
September 19, 2012

ACTEC Summer Workshop
The End of the Perfect Storm of Estate Planning is Nearing (maybe!) - Planning for the Remainder of 2012
Palm Beach, FL
July 25, 2012

ALI-ABA ACTEC Telephone Conference
Asset Protection and Creditors' Attacks - What Works, What Doesn't and Why
MORE INFO and REGISTER NOW!
May 8, 2012

ACTEC 2012 Annual Meeting
Symposium I: Protecting Asset Protection - What Works, What Doesn't and Why
Miami Beach, FL
March 8, 2012

Boys Town Jerusalem presents
What's Hot, What's Not: Estate, Tax and Asset Protection in 2012
Aventura, FL
February 15, 2012

46th Annual Heckerling Institute on Estate Planning
Presenting: Planning for Estates Under $5 Million
Presented with: Gideon Rothschild and Bernard A. Krooks
Orlando, FL
January 11, 2012
AND
Presenting: Asset Protection
Orlando, FL
January 13, 2012

BNY Mellon Wealth Management
Weathering the Storm in the Current Economic Environment: Investing and Estate Planning in 2012
Aventura, FL
December 8 and 15, 2011

Greater Boca Raton Estate Planning Council
Presenting: Asset Protection & Estate Planning - Why Not Have  Both?
Boca Raton, FL
November 29, 2011

Greater Miami Estate Planning Council
Presenting: Asset Protection
Miami, FL
November 17, 2011

Fort Lauderdale Tax Council
Presenting: Asset Protection & Estate Planning - Why Not Have  Both?
Fort Lauderdale, FL
September 16, 2011

Morgan Stanley Smith Barney
Asset Protection Planning - Threats to Wealth in a Litigious Society
Boca Raton, FL
Presenting: Asset Protection and Estate Planning - Why Not Have Both?
April 27, 2011

BNY Mellon Wealth Management
Lunch and Learn
Miami, FL
Presenting: 2011 Update on Tax and Estate Planning
February 15, 2011

The Florida Bar Workers' Compensation Section
27th Annual Workers' Compensation Winter Retreat
Beaver Creek, CO
Presenting: 2011 Update on Tax and Estate Planning
February 7, 2011

Florida Institute of Certified Public Accountants (FICPA) Florida Institute on Federal Taxation Conference (FIFT)
Orlando, FL
Presenting: Asset Protection and Estate Planning - Why Not Have Both? Hot Topics in Estate Planning and Asset Protection
November 5, 2010

36th Annual Notre Dame Tax and Estate Planning Institute
South Bend, IN
Presenting: Current Legal and Ethical Developments in Asset Protection Planning Strategies
October 28-29, 2010

ACTEC Fall Meeting
Baltimore, MD
Presenting: Current Developments in Asset Protection Planning Strategies
October 15-16, 2010

Bank Atlantic Attorney Thank You Seminar
Fort Lauderdale, FL
Presenting: Planning Your Estate - A Step-by-Step Approach
October 1, 2010

South Dade Estate Planning Council
Coral Gables, FL
Presenting: Current Developments in Asset Protection Planning Strategies
September 30, 2010

Goldstein Schechter Koch Estate Planning Lunch
Hollywood, FL
Presenting: Current Developments in Asset Protection Planning Strategies
September 27, 2010

The Florida Bar
30th Annual RPPTL Legislative and Case Law Update Seminar
Palm Beach, FL
Presenting: New Section 736.0505 (3) Insures that Florida Intervivos QTIP Trusts Receive Favorable Estate Tax and Asset Protection Benefits
August 6, 2010

FICPA Annual Convention
Naples, FL
Presenting: Asset Protection & Estate Planning
Section I - Estate Tax Update: Recent Development
Section II - Asset Protection Fact Pattern
Section III - Asset Protection for Estate Planners
June 11, 2010

Palm Beach & Boca Raton Tax Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010

Palm Beach & Boca Raton Tax Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010

UM-NSU CARD
University of Miami-Nova Southeastern University
Center for Autism & Related Disabilities
Coral Gables, FL
Presenting: Special Needs Trusts and Health Insurance Update for Children with Autism
February 23, 2010

Berkowitz Dick Pollack & Brant - Taxes & Tidbits Session
Miami, FL
Presenting: Asset Protection Planning for Estate Planners
January 5, 2010

Florida Institute of Certified Public Accountants (FICPA) Florida Institute on Federal Taxation Conference (FIFT)
Presenting: Estate Tax Update: Recent Developments and Asset Protection & Estate Planning - Why Not Have Both?
Orlando, FL
November 13, 2009

The Mobile Chapter of the Estate Planning Council presents
The Gulf Coast Estate Planning Conference
Presenting: Asset Protection Planning for Estate Planners - What Me Worry? What Have You Done to Protect Yourself and Your Loved Ones
Mobile, AL
November 6, 2009

44th Annual Southern Federal Tax Institute (SFTI)
Presenting: Asset Protection Planning for Estate Planners - What Me Worry? What Have You Done to Protect Yourself and Your Loved Ones
Atlanta, GA
October 22, 2009

Academy of Florida Elder Law Attorneys (AFELA)
Creditor Protection for Seniors Webinar
Presenting: Asset Protection for Elders
August 6, 2009
http://afela.org/

Estate Planning Council Meeting
Presenting: Asset Protection Planning for Estate Planners
(As presented to Heckerling)
Miami, FL
April 14, 2009

Heckerling Institute on Estate Planning
Presenting:
Asset Protection Planning for Estate Planners - What Me Worry?
What Have You Done to Protect Yourself and Your Loved Ones
Orlando, FL
January 16, 2009

Heckerling Institute on Estate Planning
Presenting:
Meet the Joneses - A Potpourri Of Estate Planning Issues
for a Special Needs Family
Presented with: Sebastian V. Grassi, Jr. and Andrew H. Hook
Orlando, FL
January 15, 2009

The Nelson & Nelson Tenth Annual Tax Seminar Luncheon
What are the Possibilities? What Changes Can we Expect in Light of a New President?
Hollywood, Florida
November 18, 2008

Florida Institute of Certified Public Accountants (FICPA)
Florida Institute on Federal Taxation Conference
Lake Buena Vista, Florida
November 14, 2008

The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Fort Lauderdale, Florida
November 13, 2008

The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Tampa, Florida
November 12, 2008

SunTrust
Trusts & Estates Roundtable Luncheon
Fort Lauderdale, Florida
October 16, 2008

UM CARD
Special Needs Planning
Miami, Florida
October 14, 2008

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