Joseph D. Zaks

Partner

Naples
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.649.2720
F 239.261.3659
E jzaks@ralaw.com



Joseph D. Zaks

Partner

Phone: (239) 649-2720
Fax: (239) 261-3659
Email: jzaks@ralaw.com

Joseph focuses his practice on estate planning, charitable planning, family business succession planning, probate and estate administration, and trust administration matters.

Accomplishments

  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Named to The Best Lawyers in America© for Trust and Estates (2010-2018)
  • Recognized by the Chair of the Twentieth Judicial Circuit Pro Bono Committee for his pro bono work through Collier Lawyers Care Pro Bono Program (2017)
  • Leadership Collier, Graduate (2009)
  • Co-creator of the Florida Intangibles Tax Trust which has revolutionized the (non) payment of the Intangible Tax in Florida
  • Board Certified in Wills, Trusts, and Estates Law by The Florida Bar Board of Legal Specialization
  • Selected as a "Florida Super Lawyer" by Law & Politics magazine (2006-2011)

Education

  • 1989, LL.M., Boston University School of Law, Taxation
  • 1985, J.D., Boston University School of Law
    • Hennesey Scholar
  • 1982, B.S., University of Massachusetts at Boston, Finance
    • summa cum laude

Professional Affiliations

  • Estate Planning Council of Naples, Past President
  • Collier County Bar Association
  • Florida Bar Association - Taxation, Real Property, & Probate Sections

Community Affiliations

  • Florida District of Kiwanis, Northside Naples Past President
  • Lee Memorial Health System Foundation, Board of Trustees

Publications

  • "Is Your Estate Plan DOA?" - Naples Daily News Special Section, Estate Planning Guide (2016)
  • "Estate Planning Portability...Simplification or Obfuscation" - Naples Daily News Estate Planning Guide (2011)
  • "Death of a Single Mother Without a Will Makes Her Friends Realize Document's Importance" - Naples Daily News (2009)
  • "Best Practices for Structuring Trusts & Estates" - Aspatore Books (2006)
  • "Apples and Oranges: Ohio and Florida Homestead Exemptions"- Columbus Bar Association Bar Briefs Journal (2004)
  • "A Guide to Guardianship: Elderly the Most Frequent Beneficiary" - Naples Daily News Estate Planning Guide (2003)

Presentations

  • Presented charitable giving seminars on behalf of the Diocese of Venice, Florida

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