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Welcome to “Lost in Translation: Blunders in International Estate Planning.” This blog series explores the rarified world of international estate…
Zachary Weitz
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PRACTICE FOCUS
Zachary is an attorney in the firm’s Los Angeles office. He is a member of the Estates and Trusts practice group and the Tax practice group. He also has an LL.M in taxation. He works with high-net-worth individuals on complex estate plans and general tax compliance issues.
Zachary is well versed in dealing with issues pertaining to estates and trusts including, but not limited to property tax, gift tax, state tax, capital gains tax, and estate tax. In addition, he has experience litigating trusts and estates matters. He has represented trustees, professional fiduciaries, and beneficiaries involved in contentious, high net worth estates. Zachary takes pride in resolving these highly antagonistic matters by using alternative dispute resolution to reach a cost-efficient outcome.
In addition to his substantial experience in estates and trusts matters, a large portion of his practice is heavily focused on intricate tax related issues. Zachary has worked with many clients who are dealing with tax controversy involving the Internal Revenue Service, California Franchise Tax Board, California Employment Development Department, and Los Angeles County Assessor’s Office. In these matters, he has saved his clients millions of dollars in potential tax, penalties, and/or interest.
Zachary has worked with many clients who are either United States citizens that have substantial assets offshores or are non-resident United States persons on dealing with tax compliance in the United States. He works with clients on both inbound and outbound planning. Specifically, he has worked with various clients on entering into the IRS Streamline Filing Compliance Procedures for delinquent for international tax forms.
Before Offit Kurman, Zachary studied at the University of California, San Diego, where he received two bachelor’s degrees, magna cum laude: one in African History and the other in American Politics. He attended the USC Gould School of Law and served as President of the Jewish Law Student Association. While at USC, he received honors in every tax course. Following the passage of the Tax Cuts and Jobs Act in 2017, he helped edit the book, Federal Income Tax (Examples & Explanations), by Katherine Pratt and Thomas Griffith. After graduating, he attended Loyola Law School where he graduated with distinction his LLM in Taxation with an emphasis on international tax.
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