Plan. Problem Solve. Partner.
Jennifer Zakin is the Chair of the firm’s Asset Preservation and Business Succession Planning group. With over 20 years’ experience, Ms. Zakin has an extensive background in sophisticated estate and tax planning. She provides clients with customized plans and techniques to maximize and protect the transfer of wealth to subsequent generations.
Ms. Zakin counsels a wide range of moderate- to high-net worth individuals and families on estate planning and other family wealth transfer issues. She implements complex estate planning instruments, including irrevocable insurance trusts, charitable remainder trusts, charitable lead trusts, qualified personal residence trusts, grantor retained annuity trusts, family foundations, and defective grantor trusts.
Ms. Zakin works extensively with clients who are business owners to transfer ownership of business interests to future generations while minimizing transfer tax cost and without disruption of the family business. Additionally, Ms. Zakin assists doctors and other professionals in need of asset protection planning; specifically, she recommends and executes intricate asset protection plans involving entities such as family limited partnerships and limited liability companies, irrevocable trusts, and a combination of these techniques.
Active in the legal and business associations throughout Palm Beach County, Ms. Zakin has co-authored numerous articles and presented at seminars pertaining to asset protection and entity planning. In addition to her legal practice, she is currently involved in various networking groups. Previously, Ms. Zakin was the Assistant Director, Federal Tax Division In Charge of Estate Planning, Tax Section of The Florida Bar and an active member of the Estate and Gift Tax Committee of the Federal Tax Division, Tax Section and the Real Property, Probate and Trust Law Section of The Florida Bar.
Ms. Zakin received the highest rating (AV-rated) for legal ability and ethical standards from Martindale-Hubbell. In 2013, Ms. Zakin was named a Top Attorney – Florida’s Outstanding Young Lawyers and a Florida Rising Star by Super Lawyers magazine, an honor bestowed upon no more than 2.5 percent of attorneys in the state.
A member of The Florida Bar, Ms. Zakin received her law degree from Nova Southeastern University and her LL.M. in Taxation from the University of Miami School of Law. She earned her undergraduate degree from the University of Michigan.