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.
Related Practices
RELATED PEOPLE
Practice Group Leader, Tax & Private Wealth, Head of Domestic Private Client Services
YOU MIGHT ALSO LIKE
Bilzin Sumberg is pleased to announce that 32 of the firm’s attorneys have been recognized in the 2027 edition of The Best Lawyers in America, with three additional attorneys named to Best Lawyers: Ones to Watch in America.
New York City's new pied-à-terre tax imposes up to 6.5% annual surcharges on high-value NYC homes not used as a primary residence. A court order has paused rollout, but Florida residents and foreign owners should act now to review exposure and structuring options.
This article provides practical guidance for mortgage loan sellers and originators evaluating, responding to, and negotiating repurchase demands. It outlines steps sellers can take to respond without waiving any rights under a loan purchase agreement.