Attorneys

Zachary D. Petersen

Biography

Zach Petersen counsels high net worth individuals and families on sophisticated estate and personal planning, including the planning and preparation of wills, trusts, and related estate planning documents. He also assists clients with estate and trust administration matters and sophisticated tax planning involving family business entities, sale and loan techniques, insurance planning, and charitable giving. As part of his corporate practice, he assists clients with respect to business entity formation and structuring, corporate governance, business succession planning, supply chain management, and the review, drafting, and negotiation of all forms of business contracts.

Representative Experience

Assists clients and families with the implementation of basic estate planning matters, including the preparation of wills, revocable living trusts, durable powers of attorney, and advance directives.

Represents and advises clients with respect to advanced wealth transfer planning and business succession planning matters, including the preparation and implementation of dynasty trusts, irrevocable gifting trusts, irrevocable life insurance trusts, and the utilization of limited liability companies to facilitate such transfers.

Represents clients with respect to corporate counseling and structuring matters, which include business entity formation, maintenance of corporate governance, buy-sell planning, and pre-liquidity event planning.

Professional Affiliations and Community Involvement

  • Nebraska State Bar Association
  • Omaha Bar Association

Practice Areas

  • Estate/Wealth Planning
    • Estate Administration
    • Business Succession Plans
    • Wealth Transfer Planning
    • Trust Creation & Assistance
    • Charitable Giving
    • Lifetime Donations
  • Tax
  • Business and Corporate
    • Business Contracts
    • Entity Formation & Maintenance
    • Entity Governance

Bar Admission

  • State of Nebraska

Education

  • J.D., (with distinction) University of Nebraska College of Law, 2014
  • B.S.B.A., Creighton University

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