Profile
Nick Nester advises high net worth individuals and private wealth clients on estate, tax, and wealth planning matters. He regularly assists with sophisticated estate and tax planning, including drafting wills, trusts, and powers of attorney, and guiding clients through complex planning decisions with clarity, care, and a long-term perspective. Nick also works closely with clients on customized planning strategies designed to preserve and transfer wealth efficiently. In addition, he assists with estate and trust administration, including probate and fiduciary matters, helping clients navigate tax filings and related issues during what are often challenging transitions.
A significant part of Nick’s practice involves advising business owners and closely held businesses on tax-centered planning. He assists with succession planning, business exit and liquidity planning strategies, and tax considerations surrounding business and real estate transactions. Nick's experience spans a range of industries, including real estate, startups, transportation, and construction, where thoughtful tax planning is often essential to long-term success. Additionally, he provides general tax and income tax planning for individuals and businesses and advises on charitable, philanthropic, and public purpose planning, helping his clients align planning strategies with their personal values and broader goals.
No matter the situation, Nick takes the time to understand his clients' goals and priorities for their estate and their future. He recognizes the trust placed in him and is committed to delivering thoughtful, practical solutions tailored to each unique situation.