Our Individual & Estate Planning Practice helps clients build and perserve their wealth both for themselves and their chosen beneficiaries and businesses. Nell & Associates provides a wide range of legal services to individuals and their families, as well as the firm's business clients.
Services included in this group are:
- Estate Planning - wills, revocable trusts, irrevocable trusts, taxation, gifting strategies, charitable gifts, marital property planning, business succession planning; family limited partnerships (FLPs); and generation skipping transfer techniques.
- Estate Administration - settlement of estate and trusts, including probate, summary assignment, summary settlement, transfer by affidavit, estate taxes, fiduciary income taxes, will and estate disputes.
- Elder Law - Medicaid, Medicare, and social security planning, nursing home planning; financial durable powers of attorney; durable powers of attorney for health care; living wills, guardianships, conservatorships.
- Executive Compensation - salary, deferred compensation, stock option and phantom stock option plans, and split-dollar life insurance.
- Taxation - Minimizing estate, gift, generation-skipping, income taxes, charitable deductions, depreciation recapture, tax return penalties, bad debt deductions, Code 83(b) elections, business expense deductions, at-risk and passive loss rules, small business stock, and tax-free spousal transfers.
- Retirement Planning - Qualified and non-qualified retirement plans.
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