Mildred Gomez

Partner
305-350-7283
Hablo EspaƱol
Area of Focus: Tax, Estate Planning
GET TO KNOW Mildred
Mildred is a close confidante and trusted advisor to a range of high net worth clients, whose affairs often require the utmost sensitivity. She assists her clients in structuring their wealth in the most tax efficient manner possible, which often includes the use of limited liability companies and irrevocable trusts.

A native Spanish speaker, Mildred frequently counsels Latin American clients. Her understanding of cultural nuances allows her to form uniquely personal relationships with her clients.
Q & A
What does your relationship with your clients look like?
I really become part of the family; I am always available to take my clients' calls. I think so many attorneys in this area are solely focused on the business aspect, and they do not want to get too involved in a client's story. But I truly enjoying getting to know my clients on a personal level, hearing about their kids and personal affairs. Especially because we are planning for the future of their families, I think it is very important to have that connection.
What makes you unique as an estate planning attorney?
As a Miami native, I have a cultural and language background that many attorneys do not have in this market. Anybody can get a translator into the room, but understanding a client's background from a personal perspective is essential. Clients want to be sure they are getting their point across, from both a linguistic and cultural perspective. What I do is very personal, and the people I work with want to be sure they are 100 percent comfortable that I truly understand every aspect of their situation.
What is one way you give back to the Miami community?
I work with the United Way of Miami-Dade's Professional Advisory Committee, which helps to promote philanthropic discussions and gifts to the United Way Endowment Fund. Our committee organizes seminars that teach other professional advisors in the community on ways they and their clients can also give back.
+ CONTINUE READING MORE ABOUT Mildred
Mildred's PRACTICES
EXPERIENCE
EXPERIENCE
Representation of non-U.S. citizens in connection with the creation of foreign self-settled trusts in order to minimize gift, estate and income taxes.
EXPERIENCE
Assisted business owner with estate and asset protection structuring of multiple businesses involving creation and funding of multiple LLCs and creation and funding of irrevocable trust to utilize gift tax credit.
EXPERIENCE
Representation of wealthy individual in the preparation of complex estate planning structures involving creating and funding limited liability company and selling a portion to a newly created and funded irrevocable trust in return for a self-cancelling promissory note (Sale to Defective Grantor Trust and SCIN), including review of gift tax returns.
EXPERIENCE
Assisted owner of an online wholesale promotional products company in the sale of the company to a private equity firm, paid for in cash and rollover equity. We negotiated the sale price, purchase agreement, and related disclosure schedules, and negotiated employment agreements for the client and two other key executives. We also secured governance, minority protections, and other rights for our client, who retains part ownership of the company.
EXPERIENCE
Representation of multigenerational closely-held business in the structuring and implementation of a purchase and sale transaction. The complex transaction, which involved the creation of a series of partnership interests and a trust for family members, enabled us to preserve family wealth and facilitate management succession to subsequent generations. Our estate planning for this client reduced the family's tax liability by hundreds of millions of dollars.
INSIGHTS
CREDENTIALS
  • University of Miami, LL.M., Estate Planning, 2013
    University of Florida, J.D., Levin College of Law, cum laude, 2007
    University of Florida, M.Ed., 2003
    University of Florida, B.A., 2002
  • American Bar Association
    Real Property, Trust & Estate Section
    Dade County Bar Association
    Young Lawyers Section, e-Mentor
    The Florida Bar

    Family Law Section 

    Real Property, Probate, and Trust Law Section
    United Way of Miami-Dade
    Professional Advisory Committee, 2015 - Present
  • Florida
  • D.T. Smith Outstanding Associate Editor Award, The Florida Law Review

    Fellow, Real Property, Trust and Estate (RPTE) section of the American Bar Association, 2009 - 2011

    Florida Super Lawyers, Florida Rising Stars, 2017

  • Spanish
Related Topics