Practice Expertise

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Areas of Practice

  • Private Wealth Advisors
  • Tax
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WSG Practice Industries

Profile

Nelle’s practice focuses on all aspects of estate planning.

Nelle’s practice focuses on all aspects of individual clients’ estate planning and personal legal matters, as well as the administration of trusts and estates from inception through termination, including any tax controversy.

She also works extensively with charitable and other tax exempt organizations ranging from corporate and family private foundations to museums, schools, grantmaking organizations, trade associations and social clubs. She has substantial experience advising clients in pursuing their philanthropic goals through lifetime gifts, charitable trust structures and testamentary legacies of all types of assets.

Relevant Experience

  • Advised individuals on all aspects of family wealth preservation and wealth transfer planning.
  • Assisted individual clients and fiduciaries on gift and estate tax reduction, post-mortem planning, and probate avoidance.
  • Created and obtained tax-exempt status for numerous charities, private foundations, and other nonprofit organizations.
  • Counseled on business succession planning for complex, multi-generational family businesses.
  • Represented fiduciaries in connection with the administration of complex and substantial estates and family trusts.
  • Advised charities of all sizes and types on governance, compliance with Federal and state tax and other applicable law, planned giving, gift acceptance policies, supporting organizations, and endowment management.

Bar Admissions

    Education
    JD, The University of Texas School of Law, with honors, 1994AB, Harvard University, cum laude, 1989

    Areas of Practice

    • Private Wealth Advisors
    • Tax

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