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ZMA Legal's trusts and estates practice provides personalized legal services in the areas of estate planning, fiduciary administration and charitable giving. The firm represents individuals, families, executors, trustees, guardians and charitable organizations.

We assist individuals in structuring tax-advantaged charitable gifts, including charitable lead and remainder trusts, gift annuities, pooled income funds, conservation easements and retirement accounts. We also assist clients in creating and administering family foundations. We advise charitable organizations on all types of charitable gifts, private foundation taxes and fiduciary responsibilities.

The trusts and estates services offered by the firm includes:

• Preparation of both revocable and irrevocable wills and trust agreements, including: generation skipping perpetual trusts, irrevocable life insurance trusts, charitable remainder trusts, charitable lead trusts, grantor retained interest trusts, irrevocable defective "grantor" trusts, and offshore trusts.
• Preparation of family limited partnerships and limited liability corporations.
• Preparation of documents for creation and administration of charitable foundations, whether in the form of trust agreements or corporations.
• Planning for special situations such as disability, marriage or change in domicile.
• Planning for special tax advantaged assets such as retirement accounts, executive benefits and life insurance.
• Representation of executors and trustees in the administration of estates and trusts.
• Representation of charitable foundations, both publicly supported and privately funded, including preparation of all required tax returns and attendance to all other compliance requirements.