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Jennifer J. Wioncek
Specialism: Lawyers Tax, Estate Planning
Company: Bilzin Sumberg
Location: Miami, USA
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Average client size: Over £25 million
Fixed fee offering: No
Number of offices globally: 1-5
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Tax Counsel to Private Client Regarding Trust, Trading Losses
Advised wealthy private client, a U.S. citizen, on the viability of treating a trust as a business trust, and on the most tax efficient approach to offset $1 million in losses incurred through day trading from within the trust.
Succession and Tax Planning for Cross-Border Family
Representation of cross-border family which owns and operates several pharmaceutical companies and other businesses across Latin America. Assisted with succession and income tax planning inside and outside the U.S. Also advised on best holding structure and treaty jurisdiction of the Latin American operating businesses.
International Tax Advice for Sale of Brazilian Manufacturer
Representation of U.S. beneficiaries of several foreign trust structures that received proceeds from the sale of a Brazilian manufacturer to a global food and drink manufacturer headquartered in Switzerland. Advised on U.S. tax compliance related to the inheritance and beneficial ownership of non-US family holding companies.