Zachary Stackhouse

Expert in these Jurisdictions

Ohio

Practice Areas

Estate and Succession Planning and Administration; Probate Litigation; Tax Law

Career

As a member of Calfee’s Estate and Succession Planning and Administration group, Zach Stackhouse counsels families and individuals in estate planning, business succession, and tax matters. Zach advises a variety of nonprofits on a range of matters. He represents fiduciaries and beneficiaries in estate and trust administration and probate litigation.

Zach works with families and individuals to integrate their legacy and estate planning goals with their business and investment activity, with an eye to the ever-shifting income and estate tax environment in which all business and estate planning occurs. He works with clients to understand what is most important to them and to create proactive, flexible estate plans – communicating and creating peace of mind for sudden events, business and investment opportunities and liquidations, and changes in the law. Zach assists student-athletes and their families through the changing world of name, image and likeness (NIL). He also advises families on integrating charitable giving into their estate plan and on the administration of private foundations.

Zach is experienced in estate and trust administration, including counseling trustees and executors on compliance with their fiduciary duties. He is knowledgeable in the preparation of gift and estate tax returns as well as in estate and trust income tax matters.

Zach is also a member of Calfee’s Probate Litigation team. He is experienced in advising fiduciaries and beneficiaries in the administration of contested trusts and estates, crafting solutions and private settlement agreements to avoid litigation while protecting the rights and interests of his clients. Where disputes proceed towards litigation, Zach takes a results-oriented, practical approach to identify opportunity and risk, focused on his client’s best interest whether through trial or alternate resolution.

Zach regularly advises nonprofit clients on a range of corporate and compliance matters. He assists public charities and private foundations with formation, general compliance and joint ventures with other nonprofits and for-profit entities. Nonprofit clients include health systems, service and care providers, universities and educational institutions, public charities and grant-making organizations. Zach assists many of these entities with new projects, navigating conflicts of interest and private inurement issues, and reporting matters.

Both in the context of estate planning and estate and trust administration, Zach advises closely held businesses and their owners on matters of valuation, titling, business succession, the use of voting trusts, and complex gifting strategies involving business interests. He also has experience assisting in the creation and operation of nonprofit entities and charitable organizations.

Prior to joining Calfee in January 2021, Zach was an Associate with a Columbus-based law firm, where he practiced in the Tax and Probate group. Zach also has worked as an Assistant Attorney General in the Office of the Attorney General of Ohio, where he conducted all facets of litigation before the Board of Tax Appeals, Ohio appellate courts, and the Ohio Supreme Court.

Zach earned his J.D., magna cum laude, from the University of Notre Dame Law School, where he served as the managing editor of the Notre Dame Journal of Law, Ethics & Public Policy Vol 32. He also served as a research assistant in Jurisprudence and a teaching assistant in Property Law. Zach represented indigent and incarcerated defendants as a public defender extern. He served as a summer clerk/intern to Judge Barbara Scheper at the Los Angeles Superior Court.

Professional Memberships

Ohio State Bar Association, Estate Planning, Trust, and Probate Section Council, Member

Ohio State Bar Association, Estate Planning, Trust, and Probate Section Committee Memberships:

- Pliskin Advanced Probate and Estate Planning Seminar Planning Committee, 2020, 2022, 2023

- Notary Law Committee

- Professional Organizations Committee

- Health Care Powers of Attorney for Minors Committee

- Purpose Trust Committee

Ohio Association of Probate Judges, Best Practices Working Group Participant

Cleveland Metropolitan Bar Association, Member

Estate Planning Council of Cleveland, Member

Publications

Presentations & Publications:

"Estate Planning in Different Interest Rates Environments," Park National Bank's 2024 Estate Planning and Professional Conduct Seminar (October 30, 2024)

2023 Federal Law Update, CMBA’s 50th Annual Estate Planning Institute (October 18, 2023)

"View From the Bench: Ohio Probate Court Judge Panel Discussion," Moderator, The Marvin R. Pliskin Advanced Probate and Estate Planning Seminar (September 22, 2023)

Tax and Legal Update, Estate Planning Council of Cleveland (2021-present)

"Reconsidering the Non-Grantor Trust in a Decreasing Exemption Environment," Estate Planning, Probate, and Trust Law Section of the Cleveland Metropolitan Bar Association, Webinar (September 20, 2022)

Education