Adam Zimmerman is known for his unique ability to put people at ease. Within minutes of meeting Adam, his clients realize he is not the stereotypical attorney and is genuinely invested in helping them through their life situations. He is committed to empowering his clients to be decision makers in the process, so they are knowledgeable about the course of action they decide over their affairs. He enjoys creating a safe space for his clients, so they can feel comfortable throughout the process and confident that their planning needs are addressed.

Credentials:

• University of Baltimore School of Law, Juris Doctor (2005)
• University of Wisconsin-Madison, Political Science Bachelor’s Degree (2000)

Outside of Work:

• Lives in Lutherville with his wife and two children
• Board Member of Disability Rights Maryland
• President of Hebrew Young Men’s Beth Shalom Cemetery
• Coaches his children’s sports teams

Firm Description

Elder Law

Elder law is estate planning specifically for people who are above the age of 55 years old. Elder law is also useful for older persons who are disabled or have fallen ill. Elder law is great for anyone who needs help with planning related to growing older. For example, most of our clients come to us for help planning disability and long-term care, retirement planning, as well as asset protection in the Medicaid context.

We recommend that our clients meet with us to discuss elder law options when they reach age 55 or above. We also encourage our clients with elderly parents to explore their elder law options.

Estate Planning

Effective estate planning is vital for the future of you and your family. Our attorneys can guide you through the process of tax planning, protecting assets and preparing for aging and disability. Our estate planning process is designed to eliminate your concerns and help you to:

• Avoid probate
• Minimize taxes
• Control the future of your assets
• Minimize costs
• Protect assets in the event of future incapacity or death
• Offer protection and stability to heirs

Estate Administration

Estate administration is the implementation and management of your estate and trusts. Once you have the estate planning documents and trusts in place, our team oversees the distribution process to ensure all your wishes are met.

Aside from having an estate plan, your estate and trust administrator is the most important piece to your plan. You should choose an administrator you trust to ensure that all your final wishes are met and your wealth is distributed properly.

Trust Administration

Trust administration is the implementation and management of a trust created by you or by someone else where you are named to designated to administer the trust. Once the estate planning documents including any trusts are in place, our team oversees and supports the administration, management, and distribution process to ensure all the trust terms are met.

We represent our clients, trustees, and agents in trust administration. Our team also has expertise in helping with the administration of specialized trusts, specifically special needs trusts.

Hours

Cost