Page 3 - JanuaryFebruary25 CBA Report

Cincinnati Bar
reportA S S O C I AT I O N
THE CINCINNATI BAR ASSOCIATION, FOUNDED IN 1872, IS AN OHIO NOT-FOR-PROFIT CORPORATION,
THE MEMBERS OF WHICH ARE ATTORNEYS PRINCIPALLY PRACTICING IN HAMILTON COUNTY, OHIO. ITS MISSION
IS TO PROMOTE PROFESSIONAL EXCELLENCE, FOSTER JUSTICE, SERVE ITS MEMBERS, AND EDUCATE THE PUBLIC.
FEATURE ARTICLES
4
Health & Wealth
By Faith C. Whittaker
5
8
Some Hidden Benefits of Creating a Trust
By Christina Clowers Flanagan
Planning for Your Future:
A Guide to Financial Wellness
By Michelle Stevens
10
Trust Accounts, Again
By Edwin W. Patterson III
ALSO INSIDE
11 Ethics Hotline
13 Continuing Legal Education
14 Cincinnati Bar Foundation
18 Practice/Interest Groups
20 Legal Community News
22 Member/Firm News
12
A Look Back with Mike Hawkins
By Mike Hawkins
Correspondence:
Monica Weber, CBA Report
225 East Sixth Street, 2nd Floor
Cincinnati, OH 45202-3209
(513) 381-8213
email: communications@cincybar.org
Advertising Requests:
Leslie Klenk, Burgie Media Fusion,
at leslie@burgiemediafusion.com
CINCINNATI BAR ASSOCIATION 2024-2025 BOARD OF TRUSTEES
Faith C. Whittaker, President; Alan H. Abes, President-Elect; Terence R. Coates, Vice President; Adrienne J. Roach, Treasurer; Jacob D. Mahle, Secretary;
Hon. Janaya Trotter Bratton, Immediate Past President; Lori A. Anthony; J. Corey Asay; Aine M. Baldwin; Marianna Brown Bettman; Chelsea J. Chalk;
Eric C. Cook; Hon. Wende C. Cross; Gabriel A. Davis; Megan P. Frient; Chris Kim Kahn; Elida B. Kamine; Jonathan M. Kelly; Anthony L. Osterlund;
Hon. Nicole L. Sanders; Ebunoluwa Taiwo; Sanna-Rae Taylor; Melissa L. Watt; John J. Williams; Lisa G. McPherson
The CBA Report (USPS Permit No. 5415) is published bimonthly by the Cincinnati Bar Association, 225 East Sixth Street, 2nd Floor, Cincinnati, Ohio 45202-3209,
(513) 381-8213. CBA membership includes a sub­ scription. Non-member subscriptions are $30 per year. Third-class postage paid at Cincinnati, Ohio.
POSTMASTER: Send address changes to CBA Report, c/o The Cincinnati Bar Association, 225 East Sixth Street, 2nd Floor, Cincinnati, Ohio 45202-3209.
©Copyright 2025 by The Cincinnati Bar Association. All rights reserved. Reproduction in whole or in part without permission is prohibited.
The CBA Report is published as part of the CBA’s commitment to provide membership with information relating to issues and concerns of the local legal community.
Opinions and positions expressed in the signed material are those of the author and may not necessarily reflect those of the CBA.
THE REPORT | January/February 2025 | CincyBar.org 3