Howard M. Zaritsky is an attorney and a nationally-recognized expert on estate, gift, and generation-skipping transfer taxes, fiduciary income taxes, estate planning, and estate administration. He has published over a dozen books, including Tax Planning for Family Wealth Transfers At Death, Tax Planning for Family Wealth Transfers During Life, and Tax Planning With Life Insurance (all published by Thomson-Reuters/WG&L), three Tax Management Portfolios (Revocable Inter Vivos Trusts; Grantor Trusts; and Foreign Trusts, Estates, and Beneficiaries), and more than 150 articles in various law reviews and professional journals. He has lectured at all of the major tax and estate planning institutes, including the University of Miami Heckerling Institute on Estate Planning, where he is a member of the advisory board, and the Douglas W. Conner Advanced Estate Planning and Administration Seminar, where he is co-chair.
Mr. Zaritsky is available to consult with attorneys, accountants, trust departments and trust companies, and insurance and financial professionals on all tax and non-tax matters related to estate planning. He works only with other professionals and neither meets nor consults directly with individual estate planning clients.
Mr. Zaritsky is also available to serve as an expert witness on all tax and non-tax matters relating to estate planning. He has served as an expert witness in cases in both Federal and state courts.
Mr. Zaritsky’s hourly rate, minimum fee, and required retainer are determined on a case-by-case basis, at the beginning of each engagement.
A written agreement setting out the terms of an engagement will be provided for any consultation or service as an expert witness.