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About me

Jim Funnell's practice is limited to estate and trust planning, special needs planning for family members with disabilities, and estate and trust administration. He is a principal member of the Westport, Connecticut law firm of Hermenze & Marcantonio LLC. 


 


Jim is a Fellow of the American College of Trust and Estate Counsel.  He was the editor of the Estates and Probate Newsletter (a Connecticut Bar Association continuing legal education publication for attorneys) for twenty years.  Jim is AV rated by Martindale-Hubbell, and has been named a Connecticut Super Lawyer each year since its inception in 2006. He is admitted to practice law in Connecticut and Texas.


 


Jim is a twenty-four year volunteer with PLAN of Connecticut ( www.planofct.org ), a charitable organization that acts as trustee of special needs trusts for individuals with disabilities.  He is a member of PLAN's Board of Directors, and is the Chairman of PLAN's Trust Committee.


 


Jim lives in Redding, Connecticut, with his wife, Sally. They have two adult children, one lives in Washington, D.C, and the other attends college in Rochester, New York.  Jim was an alpine climber and technical rock climber for over 35 years. He now enjoys sailing and scuba diving, and particularly enjoys diving on ocean ship wrecks and purpose sunk ships.


 


Jim is an Eagle Scout (1976). He is an adult leader of Redding Boy Scout Troop 15


       - Committee Member (2011-present)


       - Scoutmaster (2008-2010)


       - Assistant Scoutmaster (2006-2007)

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Photos and videos

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Practice areas

Licensed

  1. Estate Planning: 70%
    29 years
  2. Probate: 30%
    29 years

Payment

Fees:

Hourly ($500/hour), Fixed (sometimes), Retainer (never), Free consultation (60 minutes)

Payment types:

Cash, Check, Credit card

Attorney endorsements

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Contact info

Hermenze & Marcantonio

19 Ludlow Rd Ste 101
Westport, CT, 06880-3040

Resume

License
StateStatusAcquiredUpdated
CTActive198807/14/2016
TXNot Eligible to Practice - Administrative200607/16/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2015
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubble2014
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2013
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2012
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2011
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2010
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2009
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2008
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2007
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2006
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2005
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2004
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2003
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2002
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2001
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2000
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell1999
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell1998
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell1997
Work experience
TitleCompany nameDuration
PartnerHermenze & Marcantonio LLC2001 - Present
PartnerLovejoy and Rimer PC1991 - 2001
Associations
Association namePosition nameDuration
American College of Trust and Estate CounselFellow1998 - Present
Publications
Publication nameTitleDate
Connecticut Lawyers DeskbookWills2008
Connecticut Lawyers DeskbookWills1998
Education
School nameMajorDegreeGraduated
McGeorge School of Law, University of the PacificMaster of Laws (LL.M.)N/A1987
Oklahoma City University School of LawDoctor of Jurisprudence/Juris Doctor (J.D.)N/A1986
Speaking engagements
Conference nameTitleDate
Seminar for Probate Court Judges and ClerksSelf-Setteled Special Needs Trusts under 42 USC 1396p(d)(4)(A)2015
Fairfield Connecticut School DistrictPlanning for a Family Member with a Disability2015
Continuing Professional Education - Axa Advisors,Special Needs Estate Planning2014
Fairfield County Bar AssociationSpecial Needs Estate Planning for Families Who Have Children with Disabilities2013
SeminarSpecial Needs Planning for a Family Member with a Disability2012
Continuing Legal Education SeminarManaging Windfalls with Special Needs Trust2012