• OVERVIEW
  • EXPERIENCE
  • INSIGHTS
  • RELATED PEOPLE

"They have a very good ability to look into the future to prevent problems by proposing a good structure."

- CHAMBERS HNW source 

In addition to Chambers USA, Best Lawyers in America, Florida Trend’s “Legal Elite,” and Florida Super Lawyers, our Estate Planning attorneys are listed in Chambers High Net Worth (HNW), the first of its kind international resource for family offices and professional wealth advisors. In 2025, the firm was ranked in Tier 1 of the Miami, Florida area for both the Tax Law and the Trusts & Estates sections of Best Law Firms (a ranking of Best Lawyers). Our attorneys provide highly customized wealth preservation 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 our clients' accountants and investment advisors, our attorneys assist in structuring our 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.

When particular circumstances require additional areas of expertise, the Estate Planning Group cross-leverages the talents and expertise of the Litigation, Corporate, Real Estate and other Bilzin Sumberg practice groups.

Many of our attorneys hold advanced Masters of Laws degrees in estate planning or taxation. Our Estate Planning attorneys are frequently called upon to speak at conferences and write extensively on a wide array of estate planning and wealth transfer topics.

EXPERIENCE
Experience
Representation of taxpayers before the Internal Revenue Service, including tax shelters and penalty abatement.
Experience
Representation of beneficiary of an estate in recovering millions of dollars in a probate dispute.
Experience
Representation of the beneficiary of a $43 million estate in a dispute alleging claims of undue influence brought by the beneficiary's siblings. Our team successfully settled the case, and our client was awarded the entire estate less defense costs.
Experience
Counsel to businessman with respect to a possible claim related to the administration of the trusts and estates of client's parents. Successfully negotiated a settlement that enabled client to recover a greater sum of money from the estates than originally authorized.
Experience
Representation of certain NBA players and their family members with regard to estate planning matters.
Experience
Participation in a large number of sophisticated estate planning matters, many of which involve family partnerships and partnership freezes, designed to achieve family wealth preservation.
INSIGHTS
Tax and Wealth Services Report Blog May 9, 2025
With economic uncertainty rising and the TCJA's gift and estate tax exemption set to sunset at the end of 2025, high net worth families should act now to leverage planning strategies. Depressed asset values, high interest rates, and potential tax changes make this a critical window to transfer wealt...
Speaking Engagement May 6, 2025
Ryan J. Coyle moderates Global Spotlight Session 2: Brazil, Chile and Italy at Bilzin Sumberg’s 8th Annual International Tax & Wealth Planning Conference. This panel covers the most important considerations for cross-border tax and estate planning for Brazilian, Chilean, and Italian indivi...
Speaking Engagement April 30, 2025
Ryan J. Coyle serves as a guest speaker on the podcast “UK USA” where he discusses the unique challenges faced by LGBTQ families protecting their assets in an international context.
Speaking Engagement March 6, 2025
Jennifer Wioncek presents Top 10 International Tax and Estate Planning Tips and Traps at the Coral Gables Estate Planning Council March meeting.
News February 14, 2025
Bilzin Sumberg is pleased to announce that Alex M. Denault has joined the firm as a Partner in the Tax & Private Wealth and Corporate Groups. Alex brings with him nearly two decades of experience counseling clients on domestic and international income tax, mergers and acquisitions, and estate an...
Speaking Engagement January 21, 2025
Ryan J. Coyle discusses planning for U.S. beneficiaries of foreign trusts at the Estate Planning Council of Greater Miami’s January meeting.
RELATED PEOPLE
Richard M. Goldstein
Chair, Tax & Private Wealth
Jennifer J. Wioncek
Practice Group Leader, Tax & Private Wealth
Hal J. Webb
Partner
Ryan J. Coyle
Partner
Alex M. Denault
Partner
Misbah Farid
Partner
Mildred Gomez
Partner
Thomas C. Treece
Associate
Shawn P. Wolf
Partner
Related Practices