Estate Planning

ZS has expertise...

in a broad range of transactions and will structure a transaction that addresses your particular goals. One of our specific areas of expertise is in structuring transactions involving estate-planning issues. You want to diversify your net worth. You want to transfer ownership to your children and grandchildren in a tax-efficient manner. You don’t want to burden your heirs with a potential sale of the company out of your estate. You desire to accomplish all of the above while continuing to participate in your company’s upside potential by maintaining an ownership stake. ZS can help—we have successfully structured many transactions to address issues such as these, as well as many others.

View Case Study Dairy Fresh L.P.