J. Zachary Haupt

Zach’s practice focuses on advising individuals, institutional fiduciaries, private wealth managers, and their counsel on matters involving Delaware trusts and estates.

He works with clients to settle new trusts and to modify existing irrevocable trusts through decantings, mergers, consent modifications, non-judicial settlement agreements, administrative amendments, and judicial reformations. Additionally, Zach assists clients with the creation and modification of estate plans and the administration of Delaware estates.

Drawing on his knowledge of Delaware trust law and his litigation experience, Zach also advises individuals and fiduciaries in connection with contested and uncontested matters in the Delaware Court of Chancery.

Delaware Estate Planning Council; Delaware State Bar Association (Estates and Trust Law Section, Electronic Wills and Trusts Committee (Chair); Taxation Section); ACTEC Mid-Atlantic Fellows Institute (Member of Inaugural Class); Delaware Bankers Association (Delaware Trust Conference Planning Committee, 2024-present); Wilmington Tax Group

Coauthor. “The Fiduciary Exception to the Attorney-Client Privilege in Delaware and Beyond,” NAEPC Journal of Estate & Tax Planning (May 2025)

Coauthor. “OMG, Here Comes the CTA: Digesting the Alphabet Soup That Is the Corporate Transparency Act,” Delaware Banker Magazine (Spring 2023)

Coauthor. “Preserving the Attorney-Client Privilege: Practical Advice to Shift the Balance in Your Favor,” Delaware Banker Magazine (Spring 2022)

Coauthor. “Understanding and Avoiding the Reciprocal Trust Doctrine,” Delaware Banker Magazine (Spring 2021)

Thomson Reuters’ Practical Law (Delaware Estate Tax Contributor)