Tax
USA Guide 2024 : Florida
Band 2
Email address
[email protected]Contact number
+1 305 374 7580About
Provided by Bilzin Sumberg
Bilzin Sumberg's Tax attorneys provide highly customized tax and estate planning services for U.S. and foreign high net worth individuals, families and closely-held businesses. They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters. Often partnering with clients' accountants and investment advisors, the firm's attorneys assist in structuring clients' U.S. and foreign investments to maximize U.S. tax advantages and advise them on tax-efficient methods of transferring those investments to succeeding generations. Often, tax considerations influence client decisions to move from one country to another or to invest in or acquire assets in another country, including the United States. The firm's attorneys work closely with high-net worth individuals and cross-border families in creating and implementing globally tax-efficient wealth transfer planning vehicles and structures for both inbound investments into the United States and outbound investments into non-U.S. countries, in addition to pre-immigration planning in anticipation of moving to the United States, and expatriation planning.
Chambers Review
Bilzin Sumberg possesses significant capabilities in advising domestic and international clients in cross-border private wealth and estate planning issues. The firm is noticeably active across a diverse range of industries including real estate, financial products and technology. It is particularly expert in handling the tax implications of high value inbound transactions. The firm is also skilled handling compliance issues, including voluntary disclosure matters. The firm's expertise covers federal, state and local tax matters.
Strengths
Provided by Chambers
"The team is really knowledgeable."
"The lawyers are very attentive to client needs."
"The team is knowledgeable and practical in its approach."
"The team is really knowledgeable."
"The lawyers are very attentive to client needs."
"The team is knowledgeable and practical in its approach."
Notable Practitioners
Richard Goldstein is recognized for his impressive tax planning practice, which sees him act for clients such as high net worth individuals and multinational corporates. He is particularly experienced in advising non-US entities on the US tax elements of transactions such as investments.
"He is an excellent strategist and overall adviser."
Shawn Wolf combines his corporate tax capabilities with experience in tax planning for individuals.
"His knowledge is both very broad and very deep."
"Shawn is an excellent attorney."
Hal Webb is frequently called upon to assist high net worth individuals on tax and estate planning. He is noted for his expertise in handling international tax matters.
"Hal Webb is very practical."
Jennifer Wioncek leads the firm's tax and private wealth practice group. She is adept at advising high net worth individuals on state planning and pre-immigration tax planning matters.
"Jennifer Wioncek is a well-respected trusts and estate planner."
"Jennifer is very technical. She is incredible."
"She is a fantastic lawyer."
"Jennifer Wioncek works really hard and delivers great results."
"Jennifer is excellent in all aspects: she is thorough, responsive and personable."
Ranked Lawyers at
Bilzin Sumberg
Florida