Services
- Wills & Trusts
- Probate & Trust Administration
- Asset Protection
- Estate Tax Mitigation Planning
- Wealth Succession Planning
- Guardianship
- Entity Formation
About
Dax O. Nelson, JD, LLM
Attorney and Owner
Dax O. Nelson practices in the areas of estate planning, asset protection, estate and trust administration, and business planning. Much of Dax’s practice focuses on entrepreneurs, business owners, physicians, lawyers, and other professionals. Dax has experience working with families and individuals wherever they are in their life and career cycle – be it at the beginning as they establish themselves, along the way as they build wealth and look to implement new planning concepts to better serve their family goals, or as they are winding down their career and maybe considering retirement. This work includes looking at asset protection, multigenerational wealth transfer (including elements to prepare and educate), as well as estate tax planning.
After graduating from Stetson University College of Law (JD), Dax earned his Master of Laws in Taxation (LLM) from the University of Florida. He is admitted to practice law in Florida. Dax continues to build on over a decade of volunteer work with his alma mater Berkeley Preparatory School and currently serves on the Planned Giving Committee, as the President of the Alumni Executive Committee, and as a Trustee.
A pseudo native Floridian (early transplant from the Midwest), Dax lives in South Tampa with his physician wife, their three kids, and their crazy pug. Dax starts to go off the rails if he goes too long without mountain biking, enjoying trails locally and throughout the country. In his previous life, Dax was a professional musician in a heavy metal band – he now enjoys listening to a range of music, discovering new music, working with bands on production and development, and attending concerts. Dax also enjoys traveling with his family (especially if it involves downhill mountain biking), watching his kids’ sports and activities, rooting for the Lightning, staying active with strength and conditioning work, riding and racing bikes online, snowboarding and skiing (snowboarding is better ha!), reading, being a fan of The Wire, and generally being outdoors.
Andrea K. Holder, JD
Attorney
Andrea K. Holder is an experienced attorney who focuses her practice on estate planning, asset protection, estate and trust administration, and business planning. With a strong foundation in complex commercial and business litigation, she brings a strategic and forward-thinking perspective to helping individuals, families, and business owners protect what they have built. Her litigation background enables her to anticipate potential disputes and develop tailored plans that minimize risk, preserve wealth, and ensure her clients’ intentions are carried out effectively. She also guides clients through the estate and trust administration process with clarity and efficiency, helping them navigate what can often be a difficult and emotional time. Andrea has been recognized as a Florida Rising Star by Super Lawyers for multiple consecutive years, reflecting both her professional accomplishments and dedication to client service. Known for her practical guidance and approachable style, she takes pride in building lasting relationships and helping clients make confident, informed decisions for their future.
Outside of her legal practice, Andrea is deeply committed to her community. As a Tampa native with strong ties to the military community, she values giving back and staying connected to the area she grew up in. She serves as Vice President and a board member of Florida Giant Dog Rescue, Inc., where she supports animal welfare initiatives and community outreach. In her free time, Andrea enjoys traveling and is an avid scuba diver, often exploring destinations around the world with her father and friends. At home, she spends time with her husband, Brian, and their two Great Danes, Daisy and Maggie, who keep life both lively and entertaining.
Nancy Swart, FRP
Paralegal
Nancy Swart is a paralegal with over 20 years of experience. She is well-versed in many areas of law including estate planning, estate and trust administration, corporate law, and real estate.
Nancy is a notary public and a Florida Registered Paralegal.
Originally from the Cape Cod area, Nancy has lived in Florida since 1991 and enjoys life as a resident of St. Petersburg. Outside the office Nancy enjoys spending time with family and friends, kayaking and bicycle riding.