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.
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
- Nebraska State Bar Association Leadership Acadamy, 2018-2019
- Leadership Omaha – Class 43
- Board of Directors – Banister’s Leadership Academy
- Board of Trustees – Berneice M. Hopper Private Foundation
- Omaha Estate Planning Council
- Estate/Wealth Planning
- Estate Administration
- Business Succession Plans
- Wealth Transfer Planning
- Trust Creation & Assistance
- Charitable Giving
- Lifetime Donations
- Business and Corporate
- Business Contracts
- Entity Formation & Maintenance
- Entity Governance
- State of Nebraska
- University of Nebraska College of Law, J.D., with distinction, 2014
- Creighton University, B.S.B.A.
Dvorak Law Group is proud to be Legalink’s Midwestern representative, permitting the firm to handle clients’ legal needs on local, national, and international levels. Legalink is a non-exclusive, international legal network of over 70 independent business-oriented law firms and is composed of 4,000 legal professionals. Learn More »