| Admission Details | 1985, Massachusetts; 1991, Florida; U.S. District Court, District of Massachusetts; U.S. Supreme Court; U.S. Tax Court |
| Education | University of Massachusetts at Boston, B.S., Finance, summa cum laude, 1982; Boston University School of Law, J.D., 1985 Hennesey Scholar; Boston University School of Law, LL.M., Taxation, 1989 |
| Birth Information | Brockton, Massachusetts, November 11, 1950 |
| Associations & Memberships | Collier County Bar Association; The Florida Bar (Member, Taxation, Real Property, & Probate Sections); Estate Planning Council of Naples (Past President). |
| Certifications | Florida Bar Board Certified in Wills, Trusts, and Estates Law |
| Awards & Recognition | Selected for inclusion in The Best Lawyers in America for Trust and Estates (2010 & 2011)
Selected as a "Florida Super Lawyer" by Law & Politics magazine (2006-2010) |
| Speaking Engagements | Hundreds of seminars on estate planning and related subjects presented to Collier and Lee County, Florida audiences.
Charitable Giving seminars presented on behalf of the Diocese of Venice, Florida |
| Civil Associations | Florida District of Kiwanis, Northside Naples Vice President
Lee Memorial Health System Foundation Board of Trustees
Graduate of Leadership Collier (2009) |
| Publications | "Death of a single mother without a will makes her friends realize document's importance," Naples Daily News Article (June 26, 2009)
Published a chapter in the book, "Best Practices for Structuring Trusts & Estates," Aspatore Books (2006)
"APPLES AND ORANGES: Ohio and Florida Homestead Exemptions," Bar Briefs Journal Columbus Bar Association (Winter 2004)
"A GUIDE TO GUARDIANSHIP: Elderly the most frequent beneficiary," Naples Daily News Estate Planning Guide (2003) |
| Employment | Co-creator of the Florida Intangibles Tax Trust which has revolutionized the (non) payment of the Intangible Tax in Florida |
| Additional Bio Details | Mr. Zaks focuses his practice on estate planning, charitable planning, family business succession planning, probate and estate administration, and trust administration matters. |