Join the Estate Planning Council of Broward, Inc., on Thursday, November 19, 2026 for the monthly dinner event. 

Cocktail hour and networking will begin at 5:30 P.M. Dinner and the presentation will immediately follow.  Your RSVP is required on or before November 13, 2026.  Guests tickets are $115 and should be paid when submitting your RSVP. 

For information regarding the Estate Planning Council of Broward, Inc., visit:  http://www.epcofbroward.org

We are presenting: Barry A. Nelson & Cassandra S. Nelson

Topic: 

"Asset Protection Trusts: A Diversified Planning Framework"

Barry A. Nelson

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, Barry combines his legal skills with compassion and understanding in the preparation of Special Needs Trusts for children with disabilities.​​

Barry received the Distinguished Planner Award 2021 presented by the Estate Planning Council of Greater Miami. He is a Fellow of the American College of Trust and Estate Counsel and served as Chairman of its Asset Protection Committee from 2009 to 2012. Mr. Nelson has been named in Chambers USA High Net Worth Guide as a Tier 1 leading estate planning attorney in Florida since the inaugural edition in 2016. He has been listed in Best Lawyers in America® since 1995 in the practice areas of Trusts and Estates and Tax Law; and has been a Martindale-Hubbell AV Preeminent® Rated Lawyer for over 25 years. Mr. Nelson was named by Best Lawyers in America® as the 2015 Trusts and Estates “Lawyer of the Year” in Miami.

As the founding chairman of the Asset Preservation Committee of the Real Property, Probate and Trust Law Section of the Florida Bar from 2004- 2007, Barry introduced and coordinated a project to write a treatise authored by committee members entitled Asset Protection in Florida (Florida Bar CLE 2008, 7th Edition 2022). Barry wrote Chapter 5 of Asset Protection in Florida, entitled “Homestead: Creditor Issues” which is now co-authored by Barry Nelson and Cassandra Nelson.

​Barry Nelson is a co-founder and serves as board co-chairman of The Victory Center for Autism and Behavioral Challenges (a not-for-profit corporation). In 2024 The Miami Foundation names him as Activated Professional Impact Honoree and Binghamton University Alumni Association recognized Barry’s exemplary contributions through his work at The Victory Center by awarding him the Edward Weisband Distinguished Alumni Award for Public Service or Contribution to Public Affairs along with his wife, Judi Nelson.

Cassandra S. Nelson

Cassandra S. Nelson, a shareholder in Nelson & Nelson, P.A., specializes in estate planning, asset protection, tax law, special needs trusts, guardianships, and probate administration. She holds a B.A. from the University of Miami, a J.D. from Emory University School of Law, and an Executive LL.M. in Taxation from New York University School of Law.

Cassandra has been recognized in The Best Lawyers in America® in the practice area of Tax Law and Trusts and Estates (since 2026); as an “Up and Coming” by Chambers USA High Net Worth Guide 2026 in Private Wealth Law Florida; and as a Class IV graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).

Cassandra is an active contributor to legal scholarship having co-authored numerous articles and chapters in respected publications including Trust & Estates, ActionLine (Florida Bar), and Leimberg Information Services. ​She co-authored Chapter 5: Homestead: Creditor Issues, Asset Protection in Florida (The Florida Bar, 8th 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’s dedication to the legal profession is paralleled by her passion for special needs advocacy. Her personal experience as the sister of an adult brother with severe autism drives her involvement with The Victory Center for Children with Autism and Related Disabilities (a not-for-profit corporation), and her commitment to helping families with children who have disabilities by providing counsel on creating special needs trusts and establishing guardianships.

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November 2026 Diamond Presenting Sponsor

 

Thank you for your support

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