Page 3 - December 2018 | Cleveland Metropolitan Bar Journal

2018 CONTENT
dECEMBER

HOW TO WHITHer
IMPACT HAve HAPPY THe A-B TrUST?
IS THere STILL A
InveSTIng HOLIdAYS USe fOr THIS eSTATe-
fOr OHIO 46 PLAnnIng WArHOrSe In
IrrevOCABLe A WOrLd Of POrTABILITY
TrUSTS 16 PrOTeCTIng PreMArITAL And SKY-HIgH TAx
exCLUSIOnS?
22 ASSeTS: IS An OHIO 32
TuRES 20 THe vA PenSIOn BenefIT:
LegACY TrUST THe
AnSWer?
By Rebecca Yingst Price

PrACTITIOner
05 frOM THe CMBA WHAT everY
DEPARTMENTS
PreSIdenT SHOULd KnOW AM I STILL
Law 2040 Task Force: FEA By Allison M . McMeechan
Preparing our Profession for AI SUPPOSed
Marlon A . Primes 22 IMPACT InveSTIng TO Be In ACA
fOr OHIO COMPLIAnCe?
09 frOM THe CHIef IrrevOCABLe TrUSTS
exeCUTIve OffICer By Lawrence Hatch 24
Whispers of Kindness
Rebecca Ruppert McMahon 24 AM I STILL SUPPOSed TO
Be In ACA COMPLIAnCe?
12 BAr fOUndATIOn By Jeff Smith
Recognizing the Generosity of 07 SECTIoN/CoMMITTEE
Our Foundation Board Members 32 WHITHer THe A-B TrUST? SPoTLIGHT
Who Lead the Way in Building a IS THere STILL A USe fOr
Culture of Philanthropy THIS eSTATe-PLAnnIng
Stephanie Dutchess Trudeau WArHOrSe In A WOrLd 11 THE SCooP
Of POrTABILITY And SKY-
18 LegAL AId COrner HIgH TAx exCLUSIOnS? 31 VoLuNTEER SPoTLIGHT
The Housing Justice Alliance: By Rob Chaloupka
Investing in the Community by
Providing Tenants the Right to 40 dISCreTIOnArY TrUST 34 CLE
Legal Counsel dISTrIBUTIOnS QuICK GuIDE
Chris Patno ASCerTAInIng 37 NEW MEMBERS
THe MeAnIng Of
26 YOUr CLe MeTrO BAr “HeALTH, edUCATIOn,
Small & Solo Expo, Pro Bono MAInTenAnCe, And 47 CMBA CALENDARS
Week, Bar Admissions, and SUPPOrT”
CMBA Award-Winning Design By Chad W . Makuch 49 CLASSIFIEDS
29 eTHICS PerSPeCTIve 42 PAUL WALTer:
Crypto-currency and You fOUnder, COUnSeLOr, 51 BRIEFCASE
Deborah A . Coleman PeACeMAKer
By Darrell A . Clay
38 LegAL reSeArCH
& WrITIng 44 THe PHILAnTHrOPIC
Have you made the Technology COnverSATIOn In THe
Paradigm Shift in your Practice neW erA
of Law? By David M . Lenz
Joe Custer
46 HOW TO HAve
HAPPY HOLIdAYS
By Scott R . Mote, Esq .
ADVERTISING PARTNERS Glenmede . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Reminger Co ., L .P .A . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Robenalt Law Firm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Hennes Communications . . . . . . . . . . . . . . . . . . . . . . . . . .6
Auto Appraisal Group . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 L & L Liquidation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 Roetzel & Andress, LPA . . . . . . . . . . . . . . . . . . . . . . . . . .41
Bluestone Trading Company Inc . . . . . . . . . . . . . . . . . . . .52 Law Firm MarketPlace . . . . . . . . . . . . . . . . . . . . . . . . . . .45 NZS .ADR, LLC/Niki Z . Schwartz, Mediator/Arbitrator . . . 24
Bonezzi Switzer Polito & Hupp Co . L .P .A . . . . . . . . . . . . .40 The McGregor Home . . . . . . . . . . . . . . . . . . . . . . . . . . .33 Skoda Minotti . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Ciuni and Panichi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 McManamon & Co ., LLC . . . . . . . . . . . . . . . . . . . . . . . . .25 Thrasher Dinsmore & Dolan LPA . . . . . . . . . . . . . . . . . .36
Cleveland Clinic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Nagashima Pavarini LTD . . . . . . . . . . . . . . . . . . . . . . . 2, 18 Tucker Ellis LLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Community West Foundation . . . . . . . . . . . . . . . . . . . . .23 Oswald Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48 University Hospitals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
dECEMBER 2018 Cleveland Metropolitan Bar Journal | 3