Money Magazine Recognizes American Academy! In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
Employment Opportunities at The Zimmer Law Firm
Receptionist/Client Service Position. We are a small estate planning law firm with a focus on trust planning, advanced estate planning, asset protection, and business restructuring. The firm is fast paced and pro-active. We are looking for people who like working closely with people, to help make a difference in the lives of our clients and their families.
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Attorney Zimmer Quoted in Lawyers USA
Barry Zimmer, a solo estate planning lawyer in Cincinnati, is a strong proponent of “funeral trusts,” which are single-premium life insurance policies – meaning that they must be paid for in full before they are issued. The policy is then placed into an irrevocable funeral trust and, according to Zimmer, it provides tax-free benefits, protection from inflation and immunity from Medicaid “spend down” requirements.
American Academy Awards Fellow Designation to Barry Zimmer
The American Academy of Estate Planning Attorneys (AAEPA) announced today that Barry Zimmer, of the Zimmer Law Firm, has been awarded the special designation of Academy Fellow. The Fellow program recognizes Academy members who demonstrate advanced expertise and significant practical experience in the fields of estate planning, trust, tax planning, guardianship, probate and estate administration.
Attorney Barry Zimmer Completes Extensive IRA Training Estate Planning Attorney, Barry Zimmer, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.
Attorney Zimmer Quoted in Humana’s Physician Publication Barry Zimmer was recently quoted in an article entitled End-of-Life Decisions: Planning a Lifespan of Care with Advance Directives in Humana’s quarterly publication. The article discusses the benefits of using advance health care directives and the much publicized Terri Schiavo case. Humana is one of the nation's largest publicly traded health benefits companies and it produces a national quarterly physician publication.
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ESTATE PLANNING NEWS Protecting Your Children from Our Litigious SocietyHow can you protect your children and their inheritance from litigation? This article explains how some innovative trust, the Family Sentry Trust and the Family Access Trust can help.
ESTATE PLANNING NEWS Legacy Planning: A Holistic ApproachThis article looks at the latest developments in estate planning: "Legacy Planning." Legacy Planning focuses on the values and guidance to be relayed to future generations, not just wealth. The article discusses The Family Wealth Trust and its two subtrusts, the Family Access Trust and the Family Sentry Trust and how they can protect the beneficiaries from divorce and creditors.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.4
Articles included in this issue:
EDUCATIONAL ALERTS Recent Law Changes of Note to Financial ProfessionalsThis Alert examines changes the recent expansion of FDIC insurance coverage and how it applies to accounts in revocable trusts. The Alert also examines how the extension of the allowance of the IRA “charitable rollover” can help your client achieve their philanthropic and tax goals.
EDUCATIONAL FYIs Article on Family CaregiversThe Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.
Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
