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Kurt Zimmerman has practiced law for over 25 years in the areas of real property, probate and trust law. He began his practice at the national law firm of McDermott, Will & Emery in Chicago. Kurt’s practice focuses on personalized estate planning for individuals, couples and families. He has a broad range of experience including wills, revocable trusts, business entity planning, planning for non-citizen spouses, and irrevocable trusts, including life insurance trusts, grantor retained annuity trusts, dynasty trusts and charitable trusts.
Kurt earned his law degree at Vanderbilt University, where he served as President of the Vanderbilt Bar Association and was selected by the faculty as recipient of the Bennett Douglas Bell Memorial Prize, which goes to the graduate who “is not only well versed in the law, but who shows the highest conception of the ethics of the profession.”
Kurt earned his Bachelor of Arts at the University of Michigan, where he was a four-year letterman in baseball, earning 1st Team Academic All-Big Ten, 1st Team All-Big Ten, Big Ten Tournament MVP, and Wolverine Award honors (“most inspirational player”). Kurt and his teammates (including major leaguers Jim Abbott of the California Angels, Barry Larkin and Chris Sabo of the Cincinnati Reds, and Scott Kamieniecki and Hal Morris of the New York Yankees) made two consecutive appearances in the College World Series in Omaha, Nebraska (1983 & 1984) and won three Big Ten Championships. Kurt played for the Orleans Cardinals in the Cape Cod summer baseball league, the nation’s preeminent college summer league.
Prior to attending the University of Michigan, Kurt was one of 50 Americans selected as an English-Speaking Union Scholar, earning a scholarship for one year of post-graduate study at Ellesmere College in England.
Kurt serves on the Board of Directors of the Broward Performing Arts Foundation and the Community Foundation of Broward. Kurt is a member of the United Way's Tocqueville Society and is a graduate of Leadership Broward (Class XVI). Kurt was previously on the governing board of the YMCA of South Florida and was active as a "big brother" in Big Brothers Big Sisters of Broward.
Kurt is a member of the American Bar Association, the Florida Bar, the Broward County Bar Association, the Estate Planning Council of Broward County.
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Zimmerman & Associates 2400 E Commercial Blvd Ste 820 Fort Lauderdale, FL 333084054 |
| Website: | http://www.zimmermanlaw.com |
| Offices: |
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| Association name | Position name | Duration |
|---|---|---|
| Vanderbilt Law School Bar Associtaion | President | 1989 - 1990 |
| Broward County Bar Association | Member | N/A |
| Florida Bar | Member | N/A |
| American Bar Association | Member | N/A |
| Broward County Bar Association | Member | N/A |
| Florida Bar | Member | N/A |
| American Bar Association | Member | N/A |
| Estate Planning Council of Broward County | Member | N/A |
| Estate Planning Council of Broward County | Member | N/A |
| Big Brothers Big Sisters of Broward County | Big Brother | N/A |
| Big Brothers Big Sisters of Broward County | Big Brother | N/A |
| Leadership Broward Foundation | Member Class XVI | N/A |
| Coral Ridge Country Club | Member | N/A |
| Leadership Broward Foundation | Member Class XVI | N/A |
| Coral Ridge Country Club | Member | N/A |
| Lauderdale Yacht Club | Member | N/A |
| Lauderdale Yacht Club | Member | N/A |
| WealthCounsel | Member | N/A |
| WealthCounsel | Member | N/A |
| Joint Tax & Estate Planning Seminar | Co-Chair (2012); Steering Committee | 2010 - 1900 |
| Joint Tax & Estate Planning Seminar | Co-Chair (2012); Steering Committee | N/A |
| Joint Tax & Estate Planning Seminar | Co-Chair (2012); Steering Committee | N/A |
| Broward Bank of Commerce | Board of Advisors | 2010 - 2016 |
| Broward Performing Arts Foundation | Director; Planned Giving Committee (Chair); Governance Committee | N/A |
| Broward Performing Arts Foundation | Director; Planned Giving Committee (Chair); Governance Committee | N/A |
| Broward Performing Arts Foundation | Director; Planned Giving Committee (Chair); Governance Committee | 2011 - 1900 |
| YMCA of Broward County | Director; Executive Committee; Advancement Committee | N/A |
| YMCA of Broward County | Director; Executive Committee; Advancement Committee | 2012 - 1900 |
| YMCA of Broward County | Director; Executive Committee; Advancement Committee | N/A |
| Community Foundation of Broward | Director; Professional Advisors Council (Chair) | N/A |
| United Way of Broward County | Tocqueville Society | N/A |
| Community Foundation of Broward | Director; Professional Advisors Council (Chair) | 2013 - 1900 |
| United Way of Broward County | Tocqueville Society | 2013 - 1900 |
| Community Foundation of Broward | Director; Professional Advisors Council (Chair) | N/A |
| United Way of Broward County | Tocqueville Society | N/A |
| Award name | Grantor | Date granted |
|---|---|---|
| Legal Elite - Wills, Trusts & Estates | Florida Trend Magazine | 2011 |
| 2009 Top 100 South Florida Small Business | Business Leader Media | 2009 |
| Bell Prize for "highest conception of ethics of profession" | Vanderbilt Law School | 1990 |
| Academic All-Big Ten, First Team | Big Ten Conference | 1986 |
| All-Big Ten, First Team | Big Ten Conference | 1986 |
| Wolverine Award ("Most inspirational player") | University of Michigan Athletic Department | 1986 |
| Academic All-Big Ten, Second Team | Big Ten Conference | 1985 |
| School name | Degree | Graduated |
|---|---|---|
| Cranbrook School | High School | 1981 |
| Ellesmere College England (overseas exchange student) | English-Speaking Union Scholar | 1982 |
| University of Michigan, Ann Arbor | BA - Bachelor of Arts | 1986 |
| University of Michigan, Ann Arbor | BA - Bachelor of Arts | 1986 |
| Vanderbilt University Law School | JD - Juris Doctor | 1990 |
| Vanderbilt University Law School | JD - Juris Doctor | 1990 |
| Case name | Outcome |
|---|---|
| Family business succession planning | Crafted family business succession plan |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| IL | Administrative - Not Authorized to Practice | 1990 | 11/13/2021 | |
| FL | 993166 | Member in Good Standing | 1993 | 04/25/2019 |
| Publication name | Title | Date |
|---|---|---|
| ZimmermanLaw.com blog | Trustee Selection for Irrevocable Trusts | 2011 |
| Wealth Counselor | Using a Limited Liability Company (LLC) to Transfer a Family Business | 2011 |
| Wealth Counselor | Planning with the $5 Million Gift Tax Exemption | 2011 |
| Wealth Counselor | Planning Opportunities Under 2010 Tax Act | 2011 |
| Wealth Counselor | Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation | 2011 |
| Elder Law Answers | Looking Ahead | 2010 |
| Wealth Counselor | Transferring a Business to Key Employees | 2010 |
| Florida Estate Planning Blog | Questions Answered -- What You (and Your Loved Ones) Need to Know About Long-Term Care Insurance | 2009 |
| Conference name | Title | Date |
|---|---|---|
| Opportunities for Philanthropy in Your Financial Life | Charitable planning | 2014 |
| Community Foundation of Broward Professional Advisors Council | Transitioning the Family Business | 2014 |
| Opportunities for Philanthropy in Your Financial Life | Charitable planning | 2014 |
| Maximizing IRA Opportunities | IRA retirement trusts | 2011 |
| You earned it, now protect it! | Estate planning | 2010 |
| Estate Tax, Income Tax, and Life Insurance Planning with Charitable Lead Trusts | Charitable Lead Trusts | 2009 |
| Asset Protecting IRAs – Including Inherited IRAs – with Retirement Trusts | IRA Retirement Trusts | 2009 |
| Title | Company name | Duration |
|---|---|---|
| Associate | McDermott Will & Emery | 1990 - 1993 |
| Associate | McDermott Will & Emery | 1990 - 1993 |
