May Client Education

Client Education Trustee and Power of Attorney School

Now your family can learn what to do when your estate plan is activated – for the first time from the comfort and safety of home!

Have you ever wondered how your family will know what to do when the time comes for your estate planning to be put into action? Even the best plan can fail if the people you rely on in the future are not prepared.

Our innovative workshop has helped hundreds of families prepare for what the future may bring. Who should attend? Anyone who may be a Trustee, Power of Attorney Agent, or Executor in the future, including spouses because they may one day be a fiduciary for each other.

Join Our Free May Client Education

Tuesday, May 24, 2022

7:00pm EST

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• ZLF Client
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• You will be sent a custom Zoom link to join our webinar. If you have family or friends who would also like to watch, please complete individual registration forms.

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Attendees will learn:
– The tools of an estate plan
– The roles that various people will play
– When they need to act
– What they will need to do
– What information they will need
– Tips on what you can do now to prepare for the future

Topics include:
– The best way to make sure your estate plan is up to date
– The impact of the SECURE ACT and Digital Asset Laws
– What your future fiduciaries need to know now
– The Do’s and Don’ts when a loved one dies or becomes incapacitated
– What you can do now to help your fiduciaries later
– What can be done now to plan for the future cost of nursing care
– Practical tips for Trustees and Power of Attorney Agents

Join us on Tuesday, May 24, 2022 at 7:00 p.m. from the comfort of your home to learn about tips you can use now to prepare yourself and your family for the future.

Please feel free to share this invitation with your family and friends. 

If you have any questions or concerns please feel free to contact Leah Pittman at leah@zimmerlawfirm.com or call 513-721-1513 and ask for Leah.  

SPACE IS LIMITED – REGISTRATION REQUIRED

Presented by Attorney Barry H. Zimmer

Barry H. Zimmer founded Zimmer Law Firm in June 1993, to practice in the areas of Estate Planning, Estate Administration, and Business Succession Planning. His goal was and continues to be helping clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society, and to implement effective Estate Planning with minimal effort and time investment.