Manage your profile
Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.
Jennifer J. Wioncek
Specialism: Lawyers Tax, Estate Planning
Company: Bilzin Sumberg
Location: Miami, USA
Jennifer J. Wioncek currently has no profile.
To add a profile please upgrade now
Jennifer J. Wioncek currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: No
Number of offices globally: 1-5
Jennifer J. Wioncek currently has no contact details
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.