SERVING KANSAS CITY SINCE 2002
YOUR TRUSTED PARTNER FOR tax and estate planning What we doGet in TouchTRUSTED IN MISSOURI AND KANSAS
Helping you leave a legacy
Our team has more than 20 years of demonstrated leadership as a Tax Attorney and CPA in private practice settings representing individuals, trusts, estates and closely-held businesses.
Services
Estate Planning
A2O Law’s estate planning services help all family structures. Whether you are planning for your minor children or are in the midst of retirement, we will create a unique estate plan to match your needs.
We offer comprehensive estate planning services, including:
- Wills
- Powers of Attorney and Healthcare Directives
- Revocable and Irrevocable Trusts
- Beneficiary Deeds
Common estate planning packages can include:
Will Package
If you only have a few assets and are comfortable with outright distributions, the Will Package could be right for you. This package includes: Attorney Consultation, Last Will & Testament, Healthcare Directive (Living Will), Medical Power of Attorney, Financial Power of Attorney, Real Estate Beneficiary Deed.
Trust Package
The Trust Package helps your loved ones avoid a lengthy probate court process. This package includes: Attorney Consultation, Revocable Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, Financial Power of Attorney, Real Estate Beneficiary Deed.
Other Estate Planning Services
If you do not need an estate planning package, there are many ways we may nonetheless be able to help. We offer stand-alone documents like Powers of Attorney and Deeds. We are also available to review existing estate plans. During this review session, we will look at your documents and answer any questions you have along with providing advice on next steps.
Services
Business Transactions & Closely Held Business
We assist clients with a wide range of business issues and transactions. We assist in the following services for businesses:
Formation and Startup
- LLC operating agreements
- LLC formation documents
- Partnership agreements
- Corporate formation documents
- Entity conversion documents
Exit and Succession
- Buy-sell agreements
- Equity purchase agreements
- Asset purchase agreements
- Secured promissory notes
OPERATIONAL MATTERS
- Nondisclosure/noncompetition agreements
- Meeting minutes and resolutions
- Lease agreements
- Employee handbooks
- Employee agreements
- Compensation agreements
- Independent contractor agreements
services
Tax
We offer comprehensive tax services:
- Individual and Business Tax Preparation for current year or prior years
- Tax Consulting and Projections for Business and Individuals
- Tax representation before the Internal Revenue Service and State Departments of Revenue for audits, liens or levies
Tax law is complicated and requires knowledge and experience. We provide personal attention to complex matters.
Services
Probate Administration
We will help you navigate the complicated process of Probate administration. Probate, also called estate administration, is the judicial process by which a decedent’s assets (his or her estate) are distributed to his or her heirs or other devisees. If a decedent had a will, he or she is deemed to have died “testate,” and the will governs the distribution of his or her assets. If a decedent did not have a will, he or she died “intestate,” and the decedent’s state’s laws of intestacy will determine who will get his or her assets.
Trust Administration
Trust Administration consists of a wide variety of tasks that a Trustee must complete when managing the trust for the benefit of the beneficiaries. This includes very specific tasks as spelled out in the trust document as well as the tasks required by all trustees under state law. After a trustmaker dies, post-mortem administration is required to carry out the trustmaker’s wishes. Assets titled to the trust must be managed. Assets not in the trust, but in which the trust has an interest must be marshalled and transferred to the trust. Trust administration might require filing the pour-over will with a probate court, or filling out beneficiary claim paperwork, to begin the process of making assets payable to the trust. We can play a critical role in guiding the trustee through the often confusing maze of law and procedures related to trust administration; help the trustee analyze the trust documents, assets, liabilities, tax consequences, and beneficial interests; develop a strategy for administering the trust; and advise and guide the trustee through the steps and tasks of trust administration.
Bar Admissions: Kansas, Missouri, north dakota and iowa
CPA Licenses: Kansas, Iowa and North Dakota
Education:
J.D., University of Iowa College of Law (2002)
B.S., Accounting, The University of Iowa Tippie College of Business (1996) with Distinction
Email: jenica@a2olaw.com
ABOUT US
Jenica C. Nelson
A people person by nature, Jenica provides a warm, supportive and practical approach in meeting her clients’ goals. She is an effective listener and is passionate about developing relationships and working with people to help them navigate their legal needs. She is a natural problem solver and helps people find common ground to resolve disputes.
Jenica began her legal career as a corporate attorney in Kansas City with a large law firm. Her prior practice as a Certified Public Accountant led her to a career in tax, estate planning and small business representation. She has continued that work in smaller firms and now as a sole practitioner. She enjoys the chance to work with individuals and business owners in providing solutions for daily business, tax and succession planning issues.
Professional Experience: Founding Member A2O Law LLC; Founding Partner Vincent Fontg & Chartier, LLC; Associate Polsinelli Shughart PC; Accountant McGladrey & Pullen LLP
ABOUT US
Jenica C. Nelson
Bar Admissions: Kansas and Missouri
CPA Licenses: Kansas, Iowa and North Dakota
Education:
J.D., University of Iowa College of Law (2002)
B.S., Accounting, The University of Iowa Tippie College of Business (1996) with Distinction
Email: jenica@a2olaw.com
A people person by nature, Jenica provides a warm, supportive and practical approach in meeting her clients’ goals. She is an effective listener and is passionate about developing relationships and working with people to help them navigate their legal needs. She is a natural problem solver and helps people find common ground to resolve disputes.
Jenica began her legal career as a corporate attorney in Kansas City with a large law firm. Her prior practice as a Certified Public Accountant led her to a career in tax, estate planning and small business representation. She has continued that work in smaller firms and now as a sole practitioner. She enjoys the chance to work with individuals and business owners in providing solutions for daily business, tax and succession planning issues.
Professional Experience: Founding Member A2O Law LLC; Founding Partner Vincent Fontg & Chartier, LLC; Associate Polsinelli Shughart PC; Accountant McGladrey & Pullen LLP
ABOUT US
Daniel F. Nelson
Hi, my name is Daniel Nelson and it is my pleasure to serve you as the Practice Manager and Paralegal of A2O LAW! My background covers various spheres of life including academics, business, ministry and law. I grew up in North Dakota and I remember working as the lot manager for our family Auto Business and the impact working with my dad had on me at a young age. Together we had the responsibility of cleaning off cars in subzero temperatures during the winter so that people could have the opportunity to view and possibly drive a clean vehicle. He instilled in me the value of treating others the way I want to be treated and to remember that at the end of the day we are working with people like us. People that mostly want to do the right thing and be treated fairly. I take this responsibility seriously but also enjoy what I do for our practice and you, the client! It is my goal to serve you well through the Estate Planning process as well as the Tax services provided. I most recently completed my Paralegal Certification through Liberty University and enjoy working with my wife, Jenica. Faith is a big part of our lives and in my free time I enjoy spending time with family, fitness, and traveling. It our goal to serve you well and help you leave a legacy!
Get In Touch
A2O Law LLC
6731 W. 121st St. Suite 203
Overland Park, KS 66209
Email: info@a2olaw.com
