Joint Revocable Trusts – Domestic and International Planning Considerations
Greater Miami Tax Institute
Speaking Engagement
June 25, 2020
Jennifer Wioncek participated in a presentation on Joint Revocable Trusts- Domestic and International Planning Considerations at a Greater Miami Tax Institute event. Participants discussed joint revocable trust basics, community v. separate property, planning considerations for domestic clients and planning considerations for international clients, and how joint revocable trusts are typically used to hold the assets of a married couple during their lifetimes without a separate title.
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Practice Group Leader, Tax & Private Wealth, Head of Domestic Private Client Services
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