Naomi Nelson
WATERFLY LAW
https://waterflylaw.com/about
Areas of Focus: Life and Legacy Planning, Family Business Planning, Kids Protection Planning
Licensed States: Minnesota
What to expect from Naomi Nelson
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Naomi Nelson
With over 15 years of extensive legal experience, Naomi is a seasoned attorney specializing in legacy, estate and business planning. Naomi has a unique blend of experience, having worked both in-house for top-tier corporations, including Caterpillar and Google, and in private practice, providing comprehensive legal counsel to individuals and business owners across various industries and with varying backgrounds.
In private practice, Naomi has represented a wide range of businesses, from start-ups to multinational corporations, advising on corporate transactions, strategic alliances, business succession and restructurings. Her business advisory services include navigating due diligence, drafting and negotiating key transaction documents, and managing the intricacies of succession planning. With a strong focus on legacy and value maximization, Naomi helps clients achieve their business goals while safeguarding their interests.
Naomi also brings valuable in-house experience, having served as corporate counsel for leading companies, where she gained a deep understanding of business operations and strategy from an internal perspective. She also served as lead counsel to the Caterpillar Foundation, advising board members and leaders on corporate governance and nonprofit compliance. This unique experience allows Naomi to approach each legal matter with a practical, results-driven mindset, balancing legal risks with business objectives.
After gaining this extensive experience in the corporate world and in private practice, Naomi felt lead to help individuals and business leaders achieve their goals in leaving a legacy to the next generation. Through this shift, she now advises business owners and individuals in crafting their legacy and estate planning through identifying goals and crafting practical and legal solutions to achieve those goals to carry on to the next generation.
Through her unique and extensive background, she is able to navigate the complexities of business and familial relationships with ease to align goals and strategies to realize your purpose in building a meaningful legacy.
Having grown up in central Minnesota on a dairy farm and traveling from coast to coast to explore and experience, Naomi has returned to her home state to help others fully realize their dreams and goals through her legal expertise and background.
I look forward to working alongside you in creating a legacy worth leaving!
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Naomi Nelson
Complete the form below to reach out and schedule your 15-minute discovery call.