Zachary J. Stackhouse

Zach works with families and individuals to integrate their legacy and estate planning goals with their business and investment activity, with an eye to the ever-shifting income and estate tax environment in which all business and estate planning occurs. He works with clients to understand what is most important to them and to create proactive, flexible estate plans – communicating and creating peace of mind for sudden events, business and investment opportunities and liquidations, and changes in the law. Zach assists student-athletes and their families through the changing world of name, image and likeness (NIL). He also advises families on integrating charitable giving into their estate plan and on the administration of private foundations.  

Zach is experienced in estate and trust administration, including counseling trustees and executors on compliance with their fiduciary duties. He is knowledgeable in the preparation of gift and estate tax returns as well as in estate and trust income tax matters.

Zach is also a member of Calfee’s probate litigation team. He is experienced in advising fiduciaries and beneficiaries in the administration of contested trusts and estates, crafting solutions and private settlement agreements to avoid litigation while protecting the rights and interests of his clients. Where disputes proceed towards litigation, Zach takes a results-oriented, practical approach to identify opportunity and risk, focused on his client’s best interest whether through trial or alternate resolution.

Zach regularly advises nonprofit clients on a range of corporate and compliance matters. He assists public charities and private foundations with formation, general compliance and joint ventures with other nonprofits and for-profit entities. Nonprofit clients include health systems, service and care providers, universities and educational institutions, public charities and grant-making organizations. Zach assists many of these entities with new projects, navigating conflicts of interest and private inurement issues, and reporting matters.

Both in the context of estate planning and estate and trust administration, Zach advises closely held businesses and their owners on matters of valuation, titling, business succession, the use of voting trusts, and complex gifting strategies involving business interests. He also has experience assisting in the creation and operation of nonprofit entities and charitable organizations.

Zach serves as a member of the firm's Associates Committee.

Prior to joining Calfee in January 2021, Zach was an Associate with a Columbus-based law firm, where he practiced in the Tax and Probate group. Zach also has worked as an Assistant Attorney General in the Office of the Attorney General of Ohio, where he conducted all facets of litigation before the Board of Tax Appeals, Ohio appellate courts, and the Ohio Supreme Court.

Zach earned his J.D., magna cum laude, from the University of Notre Dame Law School where he served as the Managing Editor of the Notre Dame Journal of Law, Ethics & Public Policy. He served as a Research Assistant in Jurisprudence and a Teaching Assistant in Property Law. Zach represented indigent and incarcerated defendants as a public defender extern. He served as a Summer Clerk/Intern to Judge Barbara Scheper at the Los Angeles Superior Court.

During law school, Zach served as the freshman coach for the men’s rowing team.

Prior to law school, Zach worked as an educator in mathematics and as a mental health counselor for teenagers.

Zach earned his B.A. in Philosophy from the University of Notre Dame, where he was an All-American and Academic All-American member of the men’s rowing team.

Honors & Recognitions

• Best Lawyers: Ones to Watch, Litigation – Trusts and Estates, Tax Law, and Trusts and Estates (2023-2024)
• Dean’s Award in Property Law and International Dispute Resolution, University of Notre Dame Law School
• Best Speaker in Legal Writing Award, University of Notre Dame Law School

Education

J.D., magna cum laude, University of Notre Dame Law School, 2018

• Managing Editor, Notre Dame Journal of Law, Ethics & Public Policy Vol. 32

B.A., Philosophy, University of Notre Dame, 2012

• Notre Dame Men’s Rowing – All-American (x2), Academic All-American (x2)

Professional & Community

• Ohio State Bar Association, Estate Planning, Trust, and Probate Section Committee Memberships:

• Pliskin Advanced Probate and Estate Planning Seminar Planning Committee, 2020, 2022, 2023
• Notary Law Committee
• Professional Organizations Committee
• Health Care Powers of Attorney for Minors Committee
• Purpose Trust Committee

• Ohio Association of Probate Judges, Best Practices Working Group Participant
• Cleveland Metropolitan Bar Association, Member
• Estate Planning Council of Cleveland, Member
• Talespinner Children’s Theatre, Board Member (January 2021-January 2023)
• Red Herring Theater Company in Columbus, Ohio, Chairman of the Board (October 2018-2021)

Presentations/Publications

• Tax and Legal Update, Estate Planning Council of Cleveland (2021-present)
• "Reconsidering the Non-Grantor Trust in a Decreasing Exemption Environment," Estate Planning, Probate, and Trust Law Section of the Cleveland Metropolitan Bar Association, Webinar (September 20, 2022)