Provided by 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 (Secretary), Electronic Wills and Trusts Committee (Chair); Taxation Section); ACTEC Mid-Atlantic Fellows Institute (Member of Inaugural Class); Uniform Law Commission (Observer, Electronic Wills Drafting Committee)
“Understanding and Avoiding the Reciprocal Trust Doctrine,” Delaware Banker Magazine (Spring 2021)
Thomson Reuters’ Practical Law (Delaware Estate Tax Contributor)
Georgetown University Law Center (LLM, taxation, with distinction, 2016); Widener University School of Law (JD, magna cum laude, 2009), The Delaware Journal of Corporate Law (articles editor, 2009); University of Delaware (BS, Finance and Management, 2001)
High Net Worth
Zachary Haupt "is an exceptional attorney with an extensive understanding of complex legal matters," remarks a commentator. Another source comments: "I have recently worked with Zachary and he is top-notch in terms of client service and responsiveness. Even though he may be the more junior member of the team, he is talented and well poised to deal with any complex situation. His future looks very bright."