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Barry Herbert Zimmer

Estate planning Attorney at Cincinnati, OH

5.0   96 reviews

also known as Barry Zimmer

  • Licensed for 43 years
    State OH
    Acquired 1979
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Barry

Learn Barry’s areas of practice.

3
Practice areas
  1. Estate planning
    40%
    The biggest demand for our services is Living Trusts. We also prepare will-based plans and advanced planning cases.

    31 years, 3,000 cases

  2. Probate
    35%
    We have helped hundreds of families settle estates of loved ones with living trusts, and for those who don't have a trust we handle the complicate process of probate.

    31 years

  3. Medicaid and medicare
    25%
    Medicaid planning for nursing care costs is the the fastest growing demand for our services. Wecan help people plan for this without going broke which is a common misconception.

    14 years, 100 cases

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. The firm works from the belief that planning should always be driven by purpose. As a result, there are no “canned” or pre-set planning solutions. Instead, Zimmer helps clients identify their goals first and then builds estate and business plans based on that understanding.

Barry has been in private practice since receiving his law degree from the University of Cincinnati College of Law in 1979. He earned his Bachelor of Arts Degree from U.C. with Honors, Magna Cum Laude and Phi Beta Kappa, in 1976. He was profiled in the 1990-1991 edition of Who’s Who in American Law for contribution to the betterment of contemporary society, and has lectured numerous times on legal topics, and authored several articles and Special Reports on Estate Planning. He is a former guest columnist on Simply Money, on 91.7 FM, WVXU. He makes occasional guest appearances on radio about estate planning topics, and has been quoted in newspaper articles and columns on Estate Planning matters.

In Mr. Zimmer’s perspective, excellence in implementing trust-based estate plans is but one aspect of his responsibility to clients. Providing reliable guidance and service to families of clients who pass away is just as critical as sound planning at the front end. Zimmer and his staff have successfully handled hundreds of trust estate and probate cases, and are experienced in settling and distributing a wide variety of estate assets to heirs.

Mr. Zimmer also believes strongly in continuing education. He devotes substantial time and resources to staying up to date on the latest laws, trends and techniques.

Barry  is also a founding member of the American Academy of Estate Planning Attorneys. The Academy is a limited membership organization that provides continuing legal education to members, and practice management support and training. The goal of the Academy is to help foster excellence in attorney member services to their clients. Zimmer has been actively involved in the Academy since its inception in 1993, including service on the Academy’s first Board of Governors and Education Advisory Board. He regularly attends specialized and advanced training by the experts in the Academy Education Department several times a year. This includes two national conferences sponsored by the Academy for its members, where Zimmer also networks with Estate Planning Lawyers from across the country.

In addition, Mr. Zimmer attends numerous local and regional estate planning training courses each year on state and federal laws and developing techniques. He is certified to present Continuing Legal Education programs for financial professionals and CPA’s about estate planning issues and laws.

Mr. Zimmer is a member of the Cincinnati and Ohio State Bar Associations. He is admitted to practice in all Ohio courts, the United States Court of Appeals for the Sixth Circuit, the Federal District Court of the Southern District of Ohio, and a Fellow of the American Academy of Estate Planning Attorneys. He is married with two children, and lives in Symmes Township. When Mr. Zimmer isn’t working he enjoys spending time with his family, traveling, and reading.

 

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Zimmer Law Firm, LLC
9825 Kenwood Road, Suite 201
Cincinnati, OH, 45242

Reviews

5.0 / 5.0
  96 customer reviews
5 Star
 
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Posted by anonymous | April 7, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Barry Zimmer can be trusted to do an excellent job.
I have been a client of Zimmer Law Firm for many years. Each time I consulted with them I received excellent service, understanding of my situation, and answers to any questions I had. I felt everyone I worked with in the firm was extremely knowledgeable about the law, and how to achieve my aims. I can trust them to do a "good job" and know that any and all future legal situations have been provided for and protected.
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Posted by anonymous | February 4, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Excellent experience
The experience was truly professional. Any and all our needs were met. A true firm of competence.
Posted by Joseph | December 7, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Retired
The Zimmer firm is outstanding. They are proactive and looking out for the clients interests.
Posted by Thomas | August 18, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
My Daughter and I are very pleased with the way My estate planning was handled by the Zimmer Law Firm. Everyone on their staff was so pleasant and treated us with patience and respect. We were helped through every faze of the project and given total attention and all questions were given complete answers so that we were always aware of the process all the way to its conclusion. We would highly recommend using the Zimmer Law Firm if you are ever in need of professional services. Thank you so much, TLS
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Posted by Edward | July 14, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Zimmer Law Firm
I have used Barry & group since 1998 for my estate planning legal needs. He & his staff are very professional, efficient & well schooled in this special area of law. I highly recommend the Zimmer Law Firn.
Response from Barry Zimmer July 19, 2022
All recommendations are wonderful, but there is an added benefit of hearing kind words from someone who we have a 20+ year history with. Thank you, Edward. Keep in touch!
Posted by Dave | July 2, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Personalized and thorough estate planning
Was referred to Barry by a family member. Met with Barry by video who explained the process, cost and answered my questions. Then he turned the meeting over to a paralegal to get all the details from me that he needed to complete the plan. A signing meeting was scheduled, to make sure the various documents were correct.
Response from Barry Zimmer July 7, 2022
Thank you for the review, Dave! We've tweaked our Document Signing process over the past few years since COVID hit the Cincinnati area. We have convenient virtual and in-person processes that have been proven to help clients feel relief and peace of mind knowing their estate plan is complete.
Posted by anonymous | June 29, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
Held our hand and directed us through every little detail. So thankful our relationship continues to guide us through future life changes. Takes all guesswork and stress from setting up our trust.
Response from Barry Zimmer July 7, 2022
Thank you so much for the kind review. We are thankful for client life-long relationships as your trusted advisor and happy to hear that setting up your trust was stress-free!
Posted by Cheryl | April 21, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent, outstanding experience!
Having had a distasteful experience with my father’s estate, my husband and I began to seek options for our own estate plan that would create a smooth and easy transition to our heirs. Zimmer Law was recommended to us by a friend. We reviewed the website and noted that an informational seminar is offered monthly. As the date had just passed, I called and received a link that we could watch at our convenience. David Zimmer presented a comprehensive overview of the estate planning process. He also covers a wide variety of familial situations. We were impressed with the attention to detail, ease of understanding, and the ability to tailor planning to our wishes and needs. We decided to proceed with the process. A shared file with the Zimmer Law Office was created for us, We were able to load our necessary documents into the file. We then had a virtual meeting to discuss our documents including any special gifts that we wanted to include. Within a month’s time we met with Ashley to sign all of our documents. Additional questions were answered and documents were reviewed and signed. We were given a large binder containing all of our documents, and a flash drive with a video explaining our documents. We were also given the originals of our wills, power of attorney, and health care directives. We now have 90 days to review everything during which time we can make changes. We would highly recommend this firm and service. All staff members we dealt with were extremely pleasant and knowledgeable and took time to answer any questions we had.
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Posted by Farley | February 14, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Zimmer Family Trust
We hired the Zimmer Law Firm in 2007 to put together a trust. It is very complicated and they walked us through every step. Recently I lost my spouse and the entire staff were so helpful and handled everything I needed to do. It was like working with good friends.
Posted by Marlene | January 22, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Marlene and Roy estate wealth planning
We had a great experience with Barry and Ashley and all of the friendly staff. Very organized and detailed in their directions that were given to us to complete our process with ease. Recommend to everyone needing estate/trust/will/wealth planning.
Posted by anonymous | December 31, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Engaged, Knowledgeable, Focused & Timely
Barry and his staff delivered when it counted. The paralegal and support staff were patient listeners helping us with the Zoom technology.
Response from Barry Zimmer January 3, 2022
We are happy to have been able to help with Zoom. It's a great tool that has been really helpful with our virtual processes including meetings and document signings. Thank you for the review!
Posted by Gayle | July 23, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent service from a very personable man!
We needed a very complicated estate plan and Barry was extremely thorough making sure we had what we wanted. We had multiple Zoom meetings, emails, and a couple of in person meetings with him, his staff, and our own financial advisor to clarify and define our wishes. This was technically an update to an existing trust, but covered so much more. We have already referred a friend to Barry, we trust him so much.
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Response from Barry Zimmer July 26, 2021
Thank you for the recommendation Gayle! We will have as many meetings and communication exchanges as it takes until the plan is complete! Making sure that all advisors are on the same page (in this case a financial advisor) is crucial to the success of any plan, so this is a must as well. Your trust in Barry means so much to him and the firm. You've been a pleasure to work with and we hope to see you at virtual and safe in-person client events. Thanks again!
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Posted by Wilma | April 5, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Ms.
I had a virtual meeting with Barry to discuss my irrevocable trust. His staff got me to the meeting step by step. As a non tech great grandmother it was a challenge. I had my questions ready in the comfort of my home and Berry had the questionnaire I had filled out prior to our meeting. It went beautifully and I couldn’t be more happy
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Response from Barry Zimmer April 8, 2021
Thank you for the review! it's great to hear that multiple staff members were able to help you and you had a good experience. The technology is easy to use, and we are happy to give a helping hand if anyone needs it during the virtual process.
Posted by John | March 26, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Great process
My wife and I went with Zimmer to get our wills/family trust created. The process was easy to do and most of it was done at home via zoom meetings. We only needed to go into the office to sign the will (all the other stuff we could sign virtually which saved a TON of time).
Response from Barry Zimmer March 29, 2021
Thank you for the review John. We are happy to offer a virtual option, which saves our clients time and keeps us all as safe as possible under the current pandemic conditions. We will continue to offer a virtual option in the future for all these reasons including convenience!
Posted by Emma | January 30, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Barry Zimmer
Barry and staff walked me through every difficult step! I had never used zoom or signed documents online before,Ashley made it very easy , This process was simple ,easy ,I would recommend for everyone.
Posted by Raymond | May 6, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding Job Today
The Zimmer team did an outstanding job putting together the video/computer technology to have a virtual signing! It a appears there was a significant amount of team work, collaboration, legal reviews, and technology advances. Ashley, Megan, Beth, and Kirsten did GREAT! Ashley was patient working us through the process and working out the details. Thank you Zimmer Law Firm!
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Posted by Karen | January 15, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Peace of Mind
My husband recently passed away. We thought that we had all Estate plans in order, however, we didn’t. Mr Zimmer Helped me navigate through a very difficult time with kindness, compassion and support.
Posted by Jean-Luc | October 23, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent advice and final product
Mr. Zimmer showed us the importance of having a will, written with no ambiguity. The process went very smoothly with Mrs. Slaughter: we had a first meeting, and a second one to revise some minor points in order to have our will perfectly suited to our specific needs. My wife and I strongly recommend the Zimmer Law firm for Estate Planning.
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Posted by Susan | August 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Firm
Barry Zimmer and the entire team not only provided exceptional work for my mothers estate but preparing mine as well. You can feel entirely comfortable knowing your estate needs and service are in competent and caring hands. I highly recommend their office. Above and beyond, in every detail.
Posted by AB & SB | July 24, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Client Service
We were very satisfied with all we interfaced with. They were helpful, friendly and professional. Would make a suggestion - Give info on health care directives before coming to delivery. We had not fully thought through this and if would have been beneficial to have this information prior to the delivery meeting.
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Cost

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Contact for Details

Resume

AVVO RATING 9.4 (Superb)

Work Experience

  • Estate Planning & Elder Law Attorney
  • Zimmer Law Firm
  • 1993 - Present
  • Partner
  • Zimmer, Kapor, and Simon
  • 1989 - 1993
  • Partner
  • Zimmer and Kapor
  • 1984 - 1989
  • Partner
  • O'Connor, Acciani, and Zimmer
  • 1982 - 1984
View all work experience

Education

  • University of Cincinnati College of Law
  • JD - Juris Doctor
  • 1979
  • University of Cincinnati
  • BA - Bachelor of Arts
  • 1976
  • 36 + Hours of Continuing Education every year
  • N/A

Associations

  • National Academy of Elder Law Attorneys
  • Member
  • 2013 - Present
  • Ohio Chapter of National Academy of Elder Law Attorneys
  • Member
  • 2013 - Present
  • American Bar Association
  • Member
  • 2013 - Present
  • American Academy of Estate Planning Attorneys
  • Document Language Committee
  • 2008 - Present
  • Better Business Bureau
  • Accredited Business
  • 1995 - Present
  • American Academy of Estate Planning Attorneys
  • Member
  • 1993 - Present
  • Ohio State Bar Association
  • Member
  • 1980 - Present
  • Cincinnati Bar Association
  • Member
  • 1980 - Present
  • American Academy of Estate Planning Attorneys
  • Education Advisory Board
  • 1999 - 2001
  • American Academy of Estate Planning Attorneys Attorneys
  • Board of Governors
  • 1999 - 2001
View all associations

Languages Spoken

  • English

Honors and Awards

  • BV Rated
  • Martindale-Hubbell
  • 2016
  • Peak Performer
  • American Academy of Estate Planning Attorneys
  • 2015
  • Fellow
  • American Academy of Estate Planning Attorneys
  • 2007

Publications

  • White Paper
  • Choosing an Ohio Medicaid Managed Care Plan
  • 2015
  • White Paper
  • Why Would I want a Revocable Living Trust in Ohio
  • 2015
  • White Paper
  • Understanding the Many Powers of Attorney in Ohio
  • 2015
  • White Paper
  • Truths Every Family with Special Needs Children Need to Know
  • 2015
  • White Paper
  • Medicaid and Medicare in Ohio: Understanding Differences
  • 2014
  • White Paper
  • What is an Elder Law Attorney in Ohio?
  • 2014
  • Booklet
  • Protecting Your Family and Leaving a Legacy
  • 2014
View all publications

Speaking Engagements

  • Trust Positions
  • Trustee and Power of Attorney School
  • 2020
  • SECURE Act
  • 8 Deadly Mistakes That Can Ruin Your Estate Plan
  • 2020
  • Estate Planning and Elder Law
  • Wills, Trusts, and Nursing Care Asset Protection
  • 2020
  • Veteran's Benefits & Mediciad
  • How to Prevent the High Costs of Nursing Care from Destroying Your Retirement and Family Wealth
  • 2015
  • Estate Planning
  • Estate Planning to Protect your Family's Future
  • 2015
  • Ohio State Bar Association
  • Elder Law
  • 2013
  • Zimmer Law Firm Continuing Education
  • Estate Planning for Financial Planners and Agents
  • 2006
  • Radio Broadcast
  • Estate Planning - Will's and Trusts
  • 2006
View all speaking engagements

Attorney endorsements

Received (10)
Given (0)
Endorse Barry
Estate planning Attorney | Oct 22
Relationship: Worked together on matter
"Barry is a very knowledgeable and ethical attorney in all areas of his practice. Barry specializes in estate planning and is competent in this area as I have worked with him for several years with the American Academy of Estate Planning Attorneys in training and practice. Very will go to the wall for your cause because that's what he does."
Estate planning Attorney | Oct 21
Relationship: Worked together on matter
"I endorse this lawyer. Barry is a nice person and talented attorney. He works hard to maintain his expertise for representing his clients. He is trustworthy and honest, all you want in your attorney."
Estate planning Attorney | Oct 14
Relationship: Other
"Barry is one of the most responsible, knowledgeable attorneys of my acquaintance. He has the experience and temperament to provide clients with the care and concern they need at every stage of the planning and administration process. I endorse Barry without reservation."
Estate planning Attorney | Oct 14
Relationship: Friend
"I endorse this lawyer. I have the highest regard for the quality of his professional skills."
Estate planning Attorney | Aug 08
Relationship: Fellow lawyer in community
"I endorse this lawyer. They are an expert in the field of estate planning."
Estate planning Attorney | Feb 23
Relationship: Other
"I endorse this lawyer."
Unknown Attorney | Nov 06
Relationship: Fellow lawyer in community
"Barry is a very knowledgeable and conscientious estate planning attorney. I would not hesitate to use him for preparation of your will or trust or to assit you with your Medicaid planning needs."
Estate planning Attorney | Sep 23
Relationship: Other
"I have known Barry Zimmer for eight years. I have been impressed since the beginning of that time with the depth and breadth of Barry's knowledge of Estate Planning law and with his continuing work to maintain and expand that high level of proficiency. As I got to know Barry and his work better, I became equally impressed with his high ethical standards and his devotion to his clients."
Estate planning Attorney | Jun 11
Relationship: Friend
"I endorse this lawyer. I have known Barry for approximately 10 years. He is one of the most knowledgeable estate planning lawyers I know. He does great work, backs it up with great service, and is thorough in his follow up. Barry is one of the best!"
Estate planning Attorney | Nov 14
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known Barry personally for more than 15 years and would highly recommend him. He cares for his clients wellbeing and continually puts his clients' interest first and foremost. He is a seeker after knowledge and continually seeks new information and strategies that will enhance and assist the planning he does for his clients. I hold Barry in the highest regard and would not hesitate to refer a client to Barry."
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