“Speaker Connection – “Zimmer Law Talks™”

The Zimmer Law Firm

Estate planning is on many minds today due to the changes in law over the last several years, the uncertainty created by changing laws, and our nation’s economic troubles. Preserving and protecting wealth is more important than ever for individuals and families.

Barry Zimmer has helped Greater Cincinnati families protect their legacies through wise estate planning since 1979. A founding member of the American Academy of Estate Planning Attorneys, he has delivered more than 2,500 seminars on various estate planning topics. He also teaches financial professionals about estate planning matters.

Barry Zimmer is now offering to share his experience and insights by presenting free educational seminars on a wide-variety of topics to groups or organizations through the Zimmer Law Firm “Law Talks”™ program. If you are part of a group such as a church or synagogue or other non-profit organization; social and civic groups or other associations; or special interest or support groups, you can choose from one of our many standard topics – or we can design a program especially for you.

If you are a financial professional, we have both general and specialized Law Talks™ programs for your professional staff. Or we can deliver a seminar program as a Client Appreciation Event or client education workshop.

If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here or call us at (513) 721-1513

Presentations Available (but not limited to)

Conversations for Life™ Programs

Conversations for Life™ programs are workshops designed to engage participants in a conversation about topics relating to estate planning, rather than a lecture about facts and laws. They are intended to stimulate further conversation and action about important and often neglected or misunderstood matters.

Attendees are offered an opportunity to schedule a FREE meeting with Barry Zimmer to learn more or discuss their concerns and thoughts about the estate planning topics discussed.

Our current Conversations for Life™ include the following:

The Hard Facts of Aging - A Legal Perspective

What you and your family must know to be prepared for the issues of aging – illness and incapacity, end-of-life decision making, and death and taxes. Learn the latest legal tools available and the roles that must be filled if you become incapacitated or die. Steps you can take and options available.

What Sons, Daughters, Executors, Trustees and POA’s Must Know About Estate Planning

Family members often find themselves in the dark about what to do as loved ones age, become ill, or die. It’s vital for those “left in charge” to learn the roles of the people who will handle your affairs if you die or become incapacitated. If you are left in charge, learn what you should do and how parents’ legal documents work. Parents should also have a clear understanding of what their documents do for them and the family. This is an ideal program for parents and all children to attend together.

How and Why Your Estate Plan Could Fail – and What to Do About It

Traditional estate planning techniques invite court proceedings, miss tax-saving opportunities, and overlook what may be the most important legacy you can leave--the non-financial one. Learn about Legacy Wealth Planning, the latest development in estate planning, and how it “fixes” what is missing from traditional estate planning.

Using Living Trusts for Lawsuit Protection and Other Incentives

You can’t use a revocable Living Trust to shelter your own assets from lawsuits, but you can build your Trust so that your children’s inheritance is protected from losses to legal predators. You can also build your Trust to encourage and motivate heirs to live life in a way that is in their own best interests and carries out values important to you.

This program shows how specific Legacy Wealth Planning techniques can work and discusses the sometimes controversial subject of Incentive Trusts.

How to Take Control of the Inheritance Plan for Your IRA’s and Retirement Account

IRA’s and retirement accounts are the most valuable asset many people own. Yet effective inheritance planning for them plans is often mishandled or overlooked. Why? Because the rules for inherited IRA’s are complex and IRA Custodians may limit your choices or impose difficult requirements. Even small mistakes can cause big tax costs and missed opportunities.

This program explains in straight talk how to effectively plan to pass on IRA’s and retirement plans to allow the longest possible income tax deferral. If you have a Living Trust, it will explain critical steps you must take to coordinate it with your IRA and retirement plans.

Estate Planning “Basic Training Boot Camp”

Basic training on why everyone needs an estate plan; the essential legal documents everyone must have; and the Revocable Living Trust option. This is a great motivator for those people who realize they should be doing something – but have never gotten around to it.

Traditional Style Seminar Presentations

Legacy Wealth Planning

Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
Why Most Living Trusts Don’t Work

Basic Estate Planning

Wills & Living Trusts
Reviewing Your Estate Plan
Estate Planning for the Small Business Owner
Estate Planning for the Gay & Lesbian Community
Estate Planning for Farmers & Ranchers
The 5 Myths of Estate Planning

Advanced Estate Planning

Planning with IRAs
Planning with Charitable Remainder Trusts
Family Limited Partnerships
Irrevocable Life Insurance Trusts
Lawsuit & Asset Protection

Long-Term Care

Long-Term Health Care
Senior Survival Workshop
Protecting Your Assets from a Long Nursing Home Stay

Continuing Education Programs for Financial Advisors

Basic to Advanced Estate Planning Techniques (12 part program)
Planning with IRAs
Business Succession Planning
Lawsuit and Asset Protection Planning
Trust Administration (Estate Settlement)
529 Plans
Total Return Trusts