Best Law Firms Rankings

Nelson & Nelson, P.A.

1 National Ranking & 2 Metro Rankings  |  Client Confirmed  |  Website

Client Comments

All client comments represent the opinions of the people who provided them. All potential clients are urged to remember that no two cases are ever completely alike and that the result in one case does not guarantee a similar result in another case.

Trusts & Estates Law

I have worked with Barry Nelson at Nelson & Nelson for over 15 years and have found him to be a great asset in planning my family's estate. He is full of great advice and very responsive.

Ariel Elia

Trusts & Estates Law

If you have a significant estate, especially if you need more than a simple will and living trust, you should seek the best advice that you can find. I found that working with Barry Nelson and his daughter Cassie Nelson at Nelson & Nelson, which was a great experience. I had filled out their pre-visit forms and explained to them what we intended to do about our assets, as well as my insistence that we had the flexibility to change things during our lifetimes should our wealth, family situations. and more importantly tax laws change. They did a superb job of explaining the implications of any decisions that we intended to make. They did so with respect to the money distribution itself, as well as helping me decide how to derive income during my retirement, which was just starting as we drew up the trusts. They helped me think out the best way to reduce current income tax burden, as well as what would happen money and tax-wise when the inevitable of our deaths made the trusts irrevocable. Having just closed out my mother's trust, they helped me keep things as simple as possible, so as to keep costs reasonable to administer and distribute the trusts. They helped me keep 401-K and annuity monies out of the trusts, so as to reduce trust costs. My old trust was quite outdated, and I am very happy with the results. Good advice and custom legal work is not free--BUT I felt that I got exactly what I needed at a reasonable price, especially as I was getting suburb advice. The ancillary staff was knowledgeable and very pleasant to work with.

David Hochberger Individual

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