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Bilzin Sumberg Expands Tax & Private Wealth Group as Florida Experiences a Surge of Inbound Business and Wealth Migration

Firm Adds Three New Tax Attorneys; Partner Jennifer J. Wioncek to Become Tax & Private Wealth Group Leader

Press Release
May 3, 2021
Miami, FL – Buoyed by an influx of business and wealth migration into Florida, law firm Bilzin Sumberg is growing its Tax & Private Wealth Group with the addition of three attorneys who counsel domestic and international companies, as well as high net worth families and individuals. Shawn Wolf arrives as a Partner, while Lauren Kurtz and Osvaldo Garcia join as Associates. These additions bolster the firm’s expertise in the areas of sophisticated tax and estate planning, trust creation and administration, international regulatory compliance, and corporate structures and taxation.

Additionally, Bilzin Sumberg Partner Jennifer J. Wioncek will assume the role of Tax & Private Wealth Group Leader, overseeing the team alongside Practice Chair Richard Goldstein.

The expansion of Bilzin Sumberg’s Tax & Private Wealth Group comes as nearly 1,000 new residents migrate to Florida each day, drawn to the promise of tax and cost savings, a high potential for business growth, and improved quality of life offerings. Bilzin Sumberg has excelled over the years at anticipating economic cycles and seizing opportunity within the key sectors that drive Florida, with the firm’s tax and estate professionals often called upon to counsel business leaders from across the state and beyond.

“Bilzin Sumberg has long been home to a market-leading team of tax and estate planning professionals, and we’re deepening our focus on tax and estate planning with an eye toward Florida’s future,” says Bilzin Sumberg Managing Partner Albert E. Dotson, Jr. “Companies, families and individuals from across the U.S. and abroad are looking to Florida as an increasingly desirable place to call home, invest capital, and grow a business, and all indications are that this inbound migration trend will continue so long as our state sustains its business-friendly policies.”

Shawn Wolf, who previously served as Co-Managing Partner at Packman Neuwahl Rosenberg, joins Bilzin Sumberg as a partner focused on international and domestic tax strategies, as well as estate planning and corporate matters. He specializes in matters involving the application of U.S. Federal income tax rules to taxpayers conducting business abroad, as well as foreign nationals investing in the U.S. Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies. Wolf often counsels high net worth families and individuals in estate planning matters and the creation of foreign and domestic trusts.

Osvaldo Garcia arrives at Bilzin Sumberg from Cadwalader’s New York office, where he was a member of the firm’s Private Client Group. His focus lies in international and domestic estate planning and administration, trust administration, tax controversies and international regulatory compliance.

Lauren Kurtz joins Bilzin Sumberg from Jones Walker LLP, where she focused on U.S. and international tax and estate planning. She specializes in advising high-net-worth individuals and families on a range of legal issues, including asset protection, generational wealth transfers, and estate planning and administration. She also assists foreign and domestic clients in tax compliance matters related to the Foreign Account Tax Compliance Act (FATCA).

About Bilzin Sumberg
Bilzin Sumberg counsels 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.
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Shawn P. Wolf

Shawn P. Wolf

Partner
Osvaldo Garcia

Osvaldo Garcia

Associate
Lauren M. Kurtz

Lauren M. Kurtz

Associate
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