Robert W. Nelson - San Antonio, TX

Strategic Estate Planning and Tax Counsel in San Antonio

When high-net-worth families, entrepreneurs, and established businesses confront sophisticated legal and financial challenges, retaining a practitioner with multi-disciplinary competence is essential. Robert W. Nelson, based in the downtown San Antonio office of Dykema Gossett PLLC, provides clients with a powerful blend of statutory knowledge and accounting acumen. As a seasoned attorney licensed in Texas since 1989 and an accomplished Certified Public Accountant, he offers strategic foresight that bridges federal regulatory compliance with prudent financial preservation. Individuals and business executives seeking to hire an estate planning attorney gain a dedicated advocate capable of anticipating tax implications before costly disputes arise.

Distinguished Dual Board Certification in Texas

Specialty credentials set apart top-tier legal counselors. Mr. Nelson is Board Certified in Tax Law as well as Estate Planning and Probate Law by the Texas Board of Legal Specialization. This dual distinction reflects rigorous testing, ongoing peer review, and decades of high-level practice. His career includes representing privately held family enterprises, Mexican-owned U.S. corporations, commercial developers, and private investors. Clients who need to find a tax lawyer in San Antonio receive tailored strategies that withstand scrutiny from the Internal Revenue Service and state taxing authorities.

Comprehensive Estate Planning, Wills, and Trusts

Preserving family wealth across generations requires clear, enforceable legal instruments. Practicing as part of a premiere team of wills, estate planning and probate lawyers, Mr. Nelson designs bespoke estate frameworks tailored to individual assets and family dynamics. Core areas of practice include:

• Wills and Trusts: Drafting revocable living trusts, irrevocable dynasty trusts, bypass trusts, and last will and testament documents designed to facilitate smooth asset transfers and minimize estate tax burdens.
• Power of Attorney and Incapacity Planning: Appointing reliable fiduciaries through durable statutory power of attorney lawyers documents, medical powers of attorney, and healthcare directives.
• Probate Administration: Guiding executors, personal representatives, and beneficiaries through independent and dependent administration proceedings in Texas probate courts.
• Business Succession and Asset Protection: Establishing family limited partnerships and limited liability entities to ensure uninterrupted enterprise continuity.

Corporate Tax Planning and IRS Dispute Defense

Navigating the evolving landscape of state and federal tax codes demands authoritative knowledge. As co-practice group leader for taxation at Dykema, Mr. Nelson assists domestic and multinational corporations with partnership tax planning, transactional structuring, and sales and use tax compliance. When audits or assessments threaten operations, he provides resolute defense as an experienced IRS dispute lawyer, handling matters before the Texas Comptroller and the United States Tax Court.

Schedule a Legal Consultation in San Antonio

Located in the Weston Centre on East Pecan Street, Robert W. Nelson combines the personalized focus of a dedicated counselor with the national resources of Dykema. Whether establishing a multi-generational estate plan or defending against complex tax liabilities, his office is equipped to deliver superior results. Contact the San Antonio office at (210) 554-5266 to arrange a consultation with a proven legal professional.