J. Zachary Haupt

Practice Areas

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.

Professional Memberships

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)

Publications

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

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

Thomson Reuters’ Practical Law (Delaware Estate Tax Contributor)

Education