Nancy Watkin, Miami, FL, Taxation

Miami
305-714-4354
NWatkin@bergersingerman.com

Nancy K. Watkin is a member of Berger Singerman's Business, Finance & Tax Team and the Wealth Preservation and Tax Planning Group. She focuses her practice in the areas of wealth transfer planning, business succession planning, charitable gift planning, and personal tax planning for individuals and families.

Nancy regularly represents high net worth individuals in connection with minimizing taxes, wealth preservation and the integration of income tax and estate tax planning strategies. Her practice includes representing fiduciaries in the administration of trusts and estates, as well as post-mortem tax planning.

Overview

Representative Matters

Structuring wealth succession strategies to minimize estate, gift and generation-skipping transfer taxes
Family business succession planning
Income tax planning
Charitable gift planning
Estate and trust administration

Awards & Honors

The Best Lawyers in America®, 2020-2025
- 2023 Trusts & Estates "Lawyer of the Year", Miami
- Tax Law 2022-2025
- Trusts & Estates 2020-2025
Martindale-Hubbell, AV® Preeminent™ rated

Community Activities / Associations

University of Miami Citizens Board
Greater Miami Tax Institute
South Dade Estate Planning Council, Past Board Member and Past President
Miami Beach Estate Planning Group
Student Advisor, Heckerling Graduate Program in Estate Planning, University of Miami School of Law
The Florida Bar, Tax Law and Real Property, Probate and Trust Law Sections
Dade County Bar Association