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Establishment of Private Trust Company Structure for Global Businesses

South American Family

Advised wealthy South American family with U.S. beneficiaries and major stake holdings in a global company on estate and tax planning. Set up a private trust company to protect U.S. assets resulting in significant estate tax savings. Restructured the family holding companies to minimize U.S. income tax exposures to the future U.S. beneficiaries following U.S. tax reform.

Jennifer J. Wioncek

Jennifer J. Wioncek

Partner, Tax & Private Wealth Practice Group Leader