Jeffrey A. Zaluda

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Jeffrey A. Zaluda

JEFFREY A. ZALUDA leads the firm's Trusts and Estates Group. Jeff has built his practice by creating long-term relationships with clients who value his accessibility and ability to bring creative, practical and empathetic solutions to their unique matters. Jeff prides himself on responding to calls and emails promptly and answering his own phone when sitting at his desk.

Jeff's clients include individuals, families, fiduciaries, closely held businesses, business owners, entrepreneurs, philanthropies and social impact investors. He advises on estate and tax planning, business and succession planning, asset protection and preservation, estate and trust administration, estate and trust litigation, and deployment of social capital.

Jeff regularly speaks and writes and has prepared and presented dozens of professional articles, treatises and speeches on a variety of topics related to his trusts and estates practice. He is a Fellow of the American College of Trust and Estate Counsel and a member of the Tax Management Estate, Gifts and Trust Advisory Board, the Chicago Estate Planning Council and the Society of Trust and Estate Practitioners, among other organizations. He regularly publishes in various professional journals, including Tax Management Portfolio, Tax Management Estates, Gifts, and Trusts Journal, ACTEC Journal and Estate Planning.

When not serving his clients, Jeff volunteers and holds leadership roles on a number of civic and charitable boards, generally preferring to work with hands-on, direct community-benefit entities. An avid exerciser, he also enjoys training for his next big event.

To access Jeff's curriculum vitae, please click HERE.

 

 

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Honors

  • American College of Trust and Estate Counsel, Fellow
  • Best Lawyers in America, 2010-2014
  • Chicago's Best Lawyers, 2010-2014
  • Illinois Super Lawyers, 2010-2014

 

Publications

"SCOTUS on Same Sex Marriage, Part I," BNA Tax Management Memorandum (July 2013) (Co-author)

"What Lending Institutions Need to Know About Trusts," Journal of Taxation and Regulation of Financial Institutions (September/October 2011) (Co-author)

"Estate Planning for Unmarried Persons,"  BNA Tax Management Portfolio, No. 813, 3rd edition (2010) (Co-author)

"A 'Spouse' by Any Other Name Is Not Necessarily a 'Spouse,'" BNA Tax Management Estates, Gifts, and Trusts Journal (July 2009)

"Estate Planning with Alternative Investments - Or, Problems We'd All Like to Have and Some Possible Solutions," BNA Tax Management Estates, Gifts, and Trusts Journal (November 2008) (Co-author)

"Constructing a Plan: Asset Protection for Real Estate," BNA Tax Management Real Estate Journal (April 2008) (Co-author)

"Practical Guidance for Trustee Risk Management," The American College of Trust and Estate Counsel Journal (Spring 2007) (Co-author)

"Practical Strategies for Managing a Trustee's Liability Exposure, Parts I & II," Estate Planning, Warren, Gorham & Lamont (September & October 2006) (Co-author)

"Fiduciary Risk Management," BNA Tax Management Memorandum (May 2006) (Co-author)

"Advising the Client with Sudden Wealth," Journal of Taxation of Investments (Summer 2005) (Co-author)

"Asset Protection for Professionals and Business Executives," BNA Tax Management Estates, Gifts and Trusts Journal (March 2005)

"Preserving Wealth: Effective Domestic Asset Protection Strategies," Journal of Taxation of Investments, Delta Hedge (Autumn 2004) (Co-author)

"Estate Planning for Unmarried Persons," BNA Tax Management Portfolio, No. 813, 2nd edition (2004) (Co-author)

 

Presentations

"Gianni Schicchi Plans His Estate," Planned Giving Seminar, Lyric Opera of Chicago, Chicago, IL (November 2013)  

"Practical Guidance for Fiduciary Risk Management: Tips for Serving as and Advising Executors and Trustees," The PrivateBank and Trust Company, In-House Continuing Education, Chicago, IL (July 2013)

"New Reproductive Technologies and Means: A Jewish and Legal Ethical Perspective," Jewish Federation of Metropolitan Chicago, Legacies and Endowments Professional Advisory Committee, Chicago, IL (June 2013)

"Big Changes in Illinois Trust Law: Directed Trustees and Decanted Trusts," The PrivateBank and Trust Company, In-House Continuing Education, Chicago, IL (September 2012)

"Estate and Tax Planning Incident to Getting Into and Out of Marriage," BMO Harris Bank, In-House Continuing Education, Chicago, IL (May 2012)

"Asset Protection Planning From A-Z: 26 Things to Think About Before Jumping In," Illinois Institute of Continuing Legal Education (February 2012)

"Exemptions are High and Valuations are Low. That Can't Possibly Be Good for My Insurance Sales. Right?" STARS Conference of Top Insurance Producers, Oak Brook, IL (September 2011)

"Common Day to Day Ethical Issues When Serving as or Advising a Fiduciary," Tax Management Estates, Gifts and Trusts Advisory Board Meeting (September 2011)

"Who Wants to be a Fiduciary? Ethical and Other Issues Faced by Fiduciaries and Their Advisors," Chicago Estate Planning Council, Chicago, IL (June 2011)

"What Lenders Need To Know About Trusts," Harris Bank, In-House Continuing Education (April 2011)

"Miscellaneous Estate Administration Issues for Decedents Dying in 2010, or 'So, Sue Me,'" Chicago Bar Association Trust Law Committee (November 2010)

"Business Succession Planning for the Family Business," Illinois Institute for Continuing Legal Education (January 2010)

"Same-Sex Marriage and Estate Planning for Non-Traditional Couples," BNA Teleconference (February 2009)

"Estate Planning for Domestic Partners," Dallas Estate Planning Council, Dallas, TX (January 2009)

"Asset Protection for Business,"  Illinois Institute for Continuing Legal Education, Webcast (October 2008)

"Estate Planning With Alternative Investments - Or, Problems We'd All Like to Have and Some Possible Solutions," Tax Management Estates, Gifts and Trusts Advisory Board Meeting (September 2008)

"Comparing Legal Entities: Risk and Reward," The PrivateBank and Trust Company, In-House Continuing Education, Chicago, IL (June 2008)

"The State of State Fiduciary Income Taxation," Chicago Financial Planning Group, Chicago, IL (May 2007)

"A Primer on GRAT's, Installment Sales, Etc.," DiMeio Schneider & Associates LLC, In-House Continuing Education (February 2007)

"Everything You Always Wanted to Know About (Advanced) Estate Planning* (*But were afraid to ask)," Plante Moran Tax Technical Workshop, In-House Continuing Education, Ann Arbor, MI (September 2006)

"Estate and Succession Planning for the Family Business," LaSalle Bank Wealth Management Group, In-House Continuing Education, Chicago, IL (February 2006)

"An Estate Planner's Approach to the Sale of Your Business: An Issue Spotting Checklist," Wilmette MAP Forum Roundtable Group, CPA Continuing Education, Wilmette, IL (December 2005)

"A Holistic Approach to the Sale of Your Business: An Issue Spotting Checklist," LaSalle Bank Wealth Management Group, In-House Continuing Education, Chicago, IL (October 2005)

"Asset Protection for Professionals and Executives," Great Lakes Federal Tax Institute, Cleveland, OH (May 2005)

"The Role of Shareholder and Operating Agreements in Business Succession Planning," LaSalle National Bank Personal Financial Planning Group, In-House Continuing Education, Chicago, IL (June 2004)

"Planning Strategies for Non-Traditional Families," Jewish United Fund of Metropolitan Chicago, Legacies and Endowments Professional Advisory Committee, Chicago, IL (May 2004)

"Leveraging Asset Protection Strategies with Charitable Giving," Chicago Council on Planned Giving, Chicago, IL (March 2004)

"Ethical Issues When Representing or Serving as a Fiduciary," Illinois Institute of Continuing Legal Education (February 2004)


Memberships

  • American Bar Association, Member
  • American Civil Liberties Union, Member
  • American College of Trust and Estate Counsel, Fellow
  • Bloomberg BNA, Estates, Gifts, & Trusts Advisory Board
  • Chicago Bar Association, Member
  • Chicago Estate Planning Council, Member
  • Greater North Shore Estate Planning Council, Member
  • Jewish Council on Urban Affairs, Board of Directors, Policy Committee Co-Chair
  • Society of Trust and Estate Practitioners, Member

 
 

Cases

    • Bar Admissions
      • Illinois  (1986)
    • Education
      • American University Washington College of Law, J.D., cum laude
      • University of Massachusetts, B.A., Commonwealth Scholar, magna cum laude
    • Peer Review Rating
      • AV Rated

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