Meet Jose L. Nuñez

Jose is the Managing Shareholder of Packman, Neuwahl & Rosenberg and concentrates his practice in the areas of U.S. Federal taxes and domestic and international estate planning for U.S. and non-U.S. individuals with particular emphasis in the U.S. Federal tax rules applicable to non-U.S. investors and their U.S. investments, and U.S. investors with investments abroad, including helping non-U.S. families “immigrate” into the United States from a Federal tax perspective assisting them with the transition from being non-U.S. taxpayers to U.S. taxpayers, and thereafter with their U.S. legal tax needs. This requires the design, formation and operation of domestic and foreign trusts and other estate planning vehicles and business entities (e.g., corporations and limited liability companies).

Education

  • University of St. Thomas Law School, Miami, FL, Juris Doctor, High Honors 1995
  • University of Miami, Miami, FL, Magna Cum Laude, Accounting and Finance, B.B.A. Magna Cum Laude 1985

Bar Admissions

  • Florida 1995

Memberships

  • Member, Florida Bar, Tax Law
  • American Bar Association

Languages

  • English
  • Spanish

Honors & Awards

  • South Florida’s Best Lawyers for Tax Law

Publications

  • “Expatriation of U.S. Individuals – A Tax Planning Alternative”
    U.S. Taxation of International Operations
    Warren Gorham Lamont, 1993
    Revised and Re-Issued in 1998 (revised version co-authored with Michael Rosenberg, Esq.)
  • “Just Off the Boat, Trust Fund in Hand”
    Trusts and Estates, December 2005