We're In the News

Hallie Zobel was quoted as a resource in the Orlando Sentinel on July 30, 2011, written by Susan Jacobson,  in the article "Tips on Protecting Your Assets".

Congratulations to our Managing Partner, Merrell Bailey. The UCF Dixon School of Accounting has invited her to be a founding member of the Executive Committee for the new UCF Dixon School of Accounting Alumni Chapter. Merrell has been an adjunct professor for the UCF DSA, teaching gift and estate tax law in its M.S. Accounting program; three of Merrell's six college degrees are from the UCF DSA, and it is where she learned how to be a CPA.

The Florida Trend Magazine recognizes Merrell Bailey, managing partner of Bailey Zobel Pilcher PLC, as one of their "Legal Elite" in the July 2010 edition.

Congratulations to our Managing Partner, Merrell Bailey! Orlando Home & Leisure magazine honored her as one of its 2011 Five Star Wealth Managers. This select group represents fewer than 3% of the wealth managers in the Orlando area.

Merrell Bailey has been invited by the UCF Kenneth G. Dixon School of Accounting to speak at its 30th Annual Accounting Conference. Merrell Bailey presents "Vampire Dynasty Trusts: Planning for a Very Long Time," at 1:20 pm. on May 3rd.

Merrell Bailey has been invited by the Mid-Florida Estate Planning Council to speak at its dinner on May 12th. Merrell will discuss the difference between Morals, Ethics, and Laws, and how advisors find themselves caught in the middle. Ethical standards differ by profession, which also may cause conflict.

Merrell Bailey has been invited by the WealthCounsel to present a National Study Group webinar exclusively to WealthCounsel members on May 11th at 1 p.m. Merrell will discuss Contribution Trusts, which also are known as Disaster Accounts or Donation Accounts or Tragedy Trusts. Kind-hearted people set up these trusts for the benefit of survivors of a public tragedy. You have seen mention in a news article "If you would like to donate to help pay for the funeral/for the education of the children/to house and clothe the survivors, an account has been set up at XYZ Bank." Learn more about these niche trusts. They are far more sophisticated than you may realize.

WealthCounsel presents Merrell Bailey in Thought Leader Series Free Webcast: To ILIT or Not to ILIT on 2/23/11 at 1 to 2:30 p.m. ET

Merrell Bailey, Hallie Zobel, and David Pilcher have been invited to be general session presenters at the Financial Planning Association of Central Florida 21st Annual Symposium on January 24, 2011 at 10:30 a.m.

Join us to discuss the new estate tax laws, as well as opportunities for financial professionals using ILITs. Become familiar with the trust protector, trust advisor, designated representative, investment advisor, and administrative trustee positions in ILITs. Learn more and register here.

Hallie Zobel was highlighted on the “Women to Watch” list of the September/October 2009 edition of the Orange Appeal.

Merrell Bailey, David Pilcher and Hallie Zobel were mentioned in the “Business Briefs” section of the August 6, 2009 edition of the Winter Park/Maitland Observer for the grand opening of Bailey Zobel Pilcher PLC.

Bailey Zobel Pilcher PLC was honored in the August 2009 edition of The Chamber Voice by the Maitland Chamber of Commerce for their June ribbon cutting ceremony.

Bailey Zobel Pilcher PLC was acknowledged in the August 2009 The Park Press for their ribbon cutting ceremony officiated by the Maitland Chamber of Commerce.

Bailey Zobel Pilcher PLC was mentioned in the “Snapshots” section of the August 2009 edition of Lifestyle magazine for their June grand opening.

Bailey Zobel Pilcher PLC was honored in the August 2009 edition of The Chamber Voice by the Maitland Chamber of Commerce for their June ribbon cutting ceremony.

Merrell Bailey was welcomed by Florida Executive Women as its newest member in the August 2009 edition of the publication FEW Words.

Hallie Zobel was acknowledged for her award for outstanding pro bono service in 2008 by The Florida Supreme Court, the Young Lawyers Division of the Florida Bar and Florida Pro Bono Coordinators Association in the July 6-12 2009 edition of the Orlando Sentinel.

Merrell Bailey, David Pilcher and Hallie Zobel were mentioned in the “Legal eagles” section of the Orlando Sentinel in the June 29, 2009 edition.

Merrell Bailey, David Pilcher and Hallie Zobel were mentioned in the ”Biz Digest” section of the May 22, 2009 issue of the Orlando Business Journal for the opening of the new firm.