Practice Areas Practice Areas

Trusts and Estates; Wealth Management

ZEK has years of experience advising its clients on estate planning issues, including recommending and devising suitable strategies to minimize and/or defer income, gift, estate and generation-skipping taxes. The firm provides estate planning services ranging from the preparation of simple wills, insurance trusts, to more complex documents including Qualified Personal Residence Trusts, asset preservation and other inter-vivos trust agreements.  We provide advice to our high net worth clients on plans for business succession and control, and estate tax savings to ensure that family members inherit assets in accordance with the clients’ desires.  During the course of our representation we provide clients with disability planning advice incorporating the implementation of living wills, durable and springing powers of attorney and health care proxies. ZEK also provides day to day trust and estate administration, post-death trust and estate accounting and distribution advice as well as Federal and State estate tax return preparation and filing, and if needed, representation during estate tax audits.  Although most estate and trust matters are resolved without the necessity of litigation, ZEK attorneys are experienced in will contests, and other matters involving estates and trusts.