Gino Zaccardelli Partner

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Gino is a partner in the firm’s Tysons office. He has focused his practice exclusively on the needs of high net worth families for his entire legal career of more than 20 years in the Washington, DC region.

He represents individuals on their estate planning matters, focusing on planning for gift taxes, estate taxes and generation-skipping transfer taxes. This often involves probate estate administration, the filing of estate tax returns and conducting tax audits with the Internal Revenue Service. He also advises owners of closely held and family owned businesses on the orderly and tax efficient transfer of the businesses to successive generations.

Gino has advised clients on successfully using trusts to pass wealth to multiple generations and using charitable trusts to achieve their charitable goals. Gino advises clients on asset-protection strategies, which often involves the use of trusts, but also can involve drafting pre-nuptial and post-nuptial agreements. His experience with trusts includes representing both trustees and beneficiaries in disputes over trust matters, focusing on how disputes can be avoided and resolved.

Gino was a founding member of the board of directors of HandsOn Greater DC Cares, a 501(c)(3) organization that is a leading coordinator of volunteerism in the Washington, D.C., region.

Experience

  • Representation of a family owned real estate business over many years in transferring business and family wealth to multiple generations in a tax efficient manner.
  • Representation of a husband and wife in creating multiple trusts to potentially pass a residence and private equity investments to multiple generations using the available combined $10 million federal gift tax and generation-skipping transfer tax exemptions.
  • Representation of the owners of a community bank in resolving disputes related to the death of a shareholder.
  • Representation of a decedent’s estate in a federal estate tax audit that involved valuation discounts available to interests in a closely held business and that was resolved at the initial audit level.
  • Representation of a public charity in the role of general counsel.
  • Representation of a trustee in a state court action to modify an irrevocable trust to extend the term of the trust for the benefit of multiple generations.