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Jennifer J. Wioncek

Partner

Specialism: Lawyers Tax, Estate Planning

Company: Bilzin Sumberg

Location: Miami, USA

Citywealth rating

4.375
Average: 4.4 (4 votes)
Fee Level:
4
Average: 4 (4 votes)
Quality of Advice
4.5
Average: 4.5 (4 votes)
Communications Skills
4.5
Average: 4.5 (4 votes)
Interpersonal Skills
4.5
Average: 4.5 (4 votes)
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Peer review:

Ms. Wioncek is an excellent attorney. She has superb technical knowledge and experience. In addition, she is very client focused and has good response time to client's requests. A mutual client once remarked that she likes working with Ms. Wioncek because of her straight forward dealings.

01 Aug 2018

Institutional client review:

I have worked with Jennifer involving a cross section of basic planning solutions to highly complex structures. She is a skillful practitioner with excellent communication skills. She makes the clients comfortable with her approach.

Thornton Hoelle    Fiduciary Trust Company International   
01 Aug 2018

Peer review:

Jennifer is a tremendous attorney with both the technical expertise and knowledge to go above and beyond for her clients. Her intellectual curiosity in the legal field propels her to new heights.

07 Feb 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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2017 

Jennifer J. Wioncek currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: No

Bilzin Sumberg

Number of offices globally: 1-5

Jennifer J. Wioncek currently has no contact details

Peer review:

Ms. Wioncek is an excellent attorney. She has superb technical knowledge and experience. In addition, she is very client focused and has good response time to client's requests. A mutual client once remarked that she likes working with Ms. Wioncek because of her straight forward dealings.

01 Aug 2018

Institutional client review:

I have worked with Jennifer involving a cross section of basic planning solutions to highly complex structures. She is a skillful practitioner with excellent communication skills. She makes the clients comfortable with her approach.

Thornton Hoelle    Fiduciary Trust Company International   
01 Aug 2018

Peer review:

Jennifer is a tremendous attorney with both the technical expertise and knowledge to go above and beyond for her clients. Her intellectual curiosity in the legal field propels her to new heights.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Jennifer J. Wioncek currently has no reviews

Corporate and succession planning for one of the largest agricultural families in central South America

Jennifer represents one of the largest agricultural families in central South America handling corporate and succession planning needs. The client's operating businesses are owned by the mother in her personal name through a structure that would not qualify for lower U.S.-qualified dividends tax rates following the mother's passing. Jennifer is currently working on a complex private trust company holding structure in the U.S. to own the family's operating businesses and provide a mechanism for succession of ownership that is suitable for both the future U.S. and non-U.S. beneficiaries. Jennifer is also restructuring the operating businesses through the use of available income tax treaties that would provide for the future dividends to qualify for the lower U.S.-qualified dividends tax rates.

Advising a US citizen whose parents are non-US citizens residing in Latin America

Jennifer recently advised a US citizen whose parents are non-US citizens residing in Latin America. The father passed away without preparing or executing a will for the succession of his assets. As a result, the succession of the father's separate assets would pass to the US citizen son and mother by operation of the forced heirship laws of the father's home country. The value and type of assets passing to the US citizen son would be inefficient for US income tax purposes and put him in a future US estate tax situation. Jennifer successfully advised the client to disclaim his inheritance and coordinated same with local counsel, allowing the assets to pass to his non-US citizen mother. By doing so, the non-US citizen mother would be in a position to do planning that is more efficient for the passage of the assets to her US citizen son.