Tax

Andrew’s practice focuses on estate planning, probate and trust administration, and tax matters. He advises individuals and families on traditional and sophisticated estate planning, tax planning, and charitable planning matters. Andrew has co-authored a chapter on The Florida Trust Code in Administration of Trusts in Florida, regularly speaks on trusts and estates topics, and has been recognized as a Rising Star by Florida Super Lawyers and in The Best Lawyers of America. He actively participates in several committees of the Real Property, Probate and Trust Law Section of the Florida Bar and serves as vice-chair of the Estate and Trust Tax Planning Committee. Andrew aims to establish estate plans that reflect his clients’ core values and helps them transfer wealth through various estate planning vehicles. He also advises fiduciaries and beneficiaries in estate and trust administration, trust modifications, and probate and trust litigation. Additionally, he assists individuals and non-profit organizations in charitable planning and handles federal and state tax planning and controversies. Andrew enjoys the team-oriented culture at ZKS and values the well-being of his clients and their families.

In her 30 plus years of practice, Laura Kristin Sundberg has handled a wide variety of matters in the Trust and Estates arena. Using her practical and personal approach, she specializes in advising beneficiaries and fiduciaries about their rights and duties. She is adept at handling complex and contested estate, trust and guardianship administration; litigation and general fiduciary related problems resolution, as well as tax, business and personal estate planning, and has special experience advising non-United States citizens. Laura gained practical experience as an Estate Tax Attorney with the Internal Revenue Service and from her work at SunTrust Bank, where she served the Trust Department as Fiduciary Counsel and managed the Estate, Guardianship and IRA Administration Departments. A graduate of Vanderbilt University (B.A. 1984, J.D. 1987), Laura is Board Certified by the Florida Bar in Wills, Trusts & Estates, AV Preeminent rated by Martindale-Hubbell, and selected among their Preeminent Women Lawyers. She has been consistently selected among the Best Lawyers of America and Best Attorneys in Florida by Best Lawyers, Top Attorneys in Florida, Floridaﾒs Legal Elite by Florida Trend, Orlandoﾒs Best Lawyers, and Florida Super Lawyers, and she has a Superb Rating on AVVO.com. Laura has lectured at Florida Bar Seminars, Florida Trust School and Florida Judicial College, and written numerous times on Trusts and Estates topics, including authoring chapters in The Florida Bar Publication, Administering Trusts in Florida. Laura was also certified by the Florida Supreme Court as a mediator. Laura is a past Chair of the Florida Bar CLE Committee, a current Vice-Chair of the Professionalism and Ethics Committee, and the Past Chair of both the Attorney Trust Officer Liaison Conference, and multiple Conventions for the Real Property, Probate, and Trust Law Section of the Florida Bar, and a longstanding member of its Executive Council.