Three of the Firm's partners were also listed in the 2019 edition of Chambers HNW: Richard M. Goldstein, Chair of the Firm's Tax & Estate Planning Group, Hal J. Webb, Head of the Firm's International Private Client Wealth Team, and Jennifer Wioncek, Tax and Trusts & Estates Partner.
A Chambers source noted that Richard "knows the market inside out and is very savvy." Market commentators admired Hal as "someone who can provide you with specific answers to tricky questions on the international side." Another Chambers interviewee regarded Jennifer as "excellent: a very smart lawyer who knows her stuff and is easy to deal with."
Richard focuses his practice on the representation of the ultra-affluent and their closely held businesses. He handles complex income, estate, and wealth preservation planning for both domestic and foreign persons, as well as tax planning and structuring of U.S. and foreign entities. Richard's practice also involves negotiating partnership and shareholder agreements, as well as advising on the ways to best monetize one's business. Additionally, Richard represents numerous foreign persons investing in the U.S.
Hal's practice focuses on the representation of some of the world's wealthiest individuals, as well as family offices and trust companies with regard to global tax and estate planning matters, with a focus on maximizing global tax efficiency and incorporating practical solutions. He also regularly advises clients in connection with pre-immigration tax and estate planning, structuring foreign investment in the U.S., and tax compliance and voluntary disclosure matters.
Jennifer focuses her practice on domestic and international trust and estate planning. She advises high-net-worth individuals and family offices on both domestic and international trust and estate planning matters, multijurisdictional estate administration matters, and acquisition, maintenance, and sale of U.S. real estate by foreigners. Jennifer also handles pre-immigration planning, expatriation planning, international reporting and compliance, and offshore voluntary compliance.
The Chambers HNW guide covers global private wealth management work, and features in-depth editorial about leading lawyers and law firms providing wealth preservation and estate planning.
About Bilzin Sumberg
Bilzin Sumberg works with clients whose business and legal opportunities and challenges span the United States and cross borders to Europe, Latin America, Canada, the Middle East, and Asia. The firm's growth has paralleled that of its Miami home base, a region known for its rich cultural, social, and professional diversity. Bilzin Sumberg lawyers concentrate on services at the heart of both regional and international commerce, including real estate, land development and government relations, environmental, corporate law, joint ventures, domestic and international tax and estate planning, business litigation, finance, and public/private partnerships. For more information, please visit bilzin.com.
Using real-life, pragmatic examples and their vast experience in trust and estate planning, Hal J. Webb, Jennifer Wioncek, and Paul D'Alessandro, Jr. provided a comprehensive look at U.S. federal tax and succession planning for non-U.S. persons investing in U.S....