Robert M. Zak, Jr.

Since beginning his practice, Robert has developed a comprehensive trusts and estates practice, serving as a trusted advisor to clients navigating long-term legacy planning and sensitive family transitions. He works closely with clients to design and implement tax-efficient structures, including the use of revocable and irrevocable trusts, lifetime gifting strategies, and business succession frameworks, with careful attention to income, estate, and gift tax considerations. 

Robert regularly represents fiduciaries and beneficiaries in trust and estate administration matters, including post-mortem tax planning, probate proceedings, and the administration of complex trust structures. He advocates for clients in guardianship and conservatorship proceedings and advises on incapacity planning and fiduciary responsibilities, often in situations involving heightened family and financial sensitivities.

Robert is known for his practical, organized, and highly responsive approach. Clients value his thorough preparation and his ability to translate complex legal and tax frameworks into clear, actionable guidance. He approaches his work with the philosophy that effective estate planning is not solely about tax efficiency, but about creating durable structures that reflect a client’s values and provide clarity and stability for future generations.