Katrina Zimmerman Farley - Cincinnati, Estate and Tax Planning Services

With decades of experience in estate and tax planning, I am a Certified Specialist by the Ohio State Bar Association. My practice includes designing estate plans that meet the specific needs of clients while minimizing taxes and avoiding probate. I also have substantial experience in handling legal disputes involving wills and trust interpretations.

Estate Planning

• Experience: Over 32 years of successful practice.
• Approach: Tailored estate plans to meet client needs.
• Technology: Utilizing modern techniques in planning.

Trust Administration and Guardianship

• Experience: Extensive practice in interpreting trust documents.
• Approach: Effective management for optimal client outcomes.
• Technology: Employing strategies to prevent future legal disputes.