www.loubar.org 2 Louisville Bar Briefs Louisville Bar Association Mission: Promote justice, professional excellence and respect for the law; improve public access to the judicial system; provide law-related services to the community; and serve our members. BAR BRIEFS is a monthly paper published by the Louisville Bar Association. The LBA does not necessarily share or endorse any particular views expressed in this paper by contributors thereto. The views are those of thoughtful contributors. Advertising does not imply endorsement by the LBA of products or services or any statements made concerning them. Megan Cleveland Elisabeth Gray Zachary Hoskins Tricia Lister Bruce Paul Andrew Pellino Chelsea Granville Reed Roosevelt (Joe) Stennis Louisville Bar Association Board of Directors Maria A. Fernandez — President Samuel W. Wardle — President-Elect Jennifer Ward Kleier — Vice President & Treasurer Sean Deskins — Secretary Bryan R. Armstrong — Past President Garry R. Adams Jennifer M. Barbour Bruce A. Brightwell Nicole T. Cook Cynthia B. Doll C. Dean Furman Jameson L. Gay Ingrid V. Geiser Dwight L. Haygood Louisville Bar Foundation Board of Directors Sara V. Judd — President Gregory T. Dutton — President-Elect Joseph C. Ventura — Vice President & Treasurer Nicole T. Cook — Secretary Charles H. Stopher — Past President Maria A. Fernandez — LBA President Samuel W. Wardle — LBA President-Elect Bryan R. Armstrong — LBA Past President Sherry L. Hurley Dean Melanie B. Jacobs Jessica R.C. Malloy Sarah J. Martin Beth H. McMasters Jeffrey S. Moad Ozair M. Shariff Michelle D. Wyrick Samuel G. Graber — Tax Counsel Jeffrey A. Been — Executive Director Editorial Offices: 600 W. Main Street, Ste. 110 Louisville, KY 40202-4917 Phone: (502) 583-5314 [email protected] www.loubar.org VOLUME 25, NO. 01 Hon. David Hale — U.S. District Court Amy I. Hannah — DPA Louisville Trial Office Al’Lisha Hanserd — LBA Young Lawyers Section Melanie B. Jacobs — Dean, UofL School of Law Megan P. Keane — ABA House of Delegates Jennifer Murzyn Yancey — Women Lawyers Association Aaron Marcus — Charles W. Anderson Bar Association Michael J. O’Connell — Jefferson County Attorney Susan D. Phillips — KBA Board of Governors Hon. Shelley M. Santry — Jefferson Family Court Hon. Ann Bailey Smith — Chief Judge, Jefferson Circuit Court Sara V. Judd — LBF President Jessica Valiani — UofL Brandeis School of Law Student Rep. J. Tanner Watkins — KBA Board of Governors Gerina D. Whethers — Jefferson County Commonwealth’s Attorney Hon. Mary Jude Wolford — Jefferson District Court Kent Wicker — Counsel James B. Martin Jr. — Tax Counsel Kristen L. Miller — Executive Director Kristen Miller Managing Editor Bruce A. Brightwell, chair Courtney L. Baird Dorothy J. Chambers Erran Huber Charles E. Ricketts Jr. Steve Rush Samuel W. Wardle Editorial Board Kimberly E. Kasey Graphic Designer In this issue 4 A Call to Action Meet the 2025 LBA Section Leadership 9 Monthly Health and Wellness Committee Corner 12 Louisville Bar Foundation LBF Elects Officers for 2025 2024 Grant Recipients 14 Classifieds 14 Monthly Diversity and Inclusion Committee Corner 15 Members on the Move 15 Santa’s Court Toy Drive Professional Excellence 6 Kentucky’s New Narrower Inheritance Tax Statute on Powers of Appointment By John Cummins and Thomas Monarch Events 5 Bench & Bar Social 8 Continuing Legal Education 8 Meeting Announcements 2025 LBA MEMBERSHIP RENEWAL As a reminder, your first notice was sent via email unless you are in a firm of five or more attorneys. Please be sure to pay your dues before the deadline of January 31, 2025 to guarantee uninterrupted membership benefits. Simplify your renewal process in the future by signing up for auto renewal; contact Marisa Motley at [email protected] to learn more. Get the most out of your membership by joining the LBA as a Sustaining Member. Benefits include one free hour of conference room rental in the newly renovated Bar Center, free limited-time access to our new enhanced member profiles in the LBA’s public directory, discounts on CLEs and signature events (some exclusions apply) and a printed copy of the 2025 pictorial roster. Know a new attorney who passed the bar in the fall of 2024? They can join the LBA for FREE! This is a great way for new attorneys to get immersed in our local legal community. Don’t let your membership lapse due to financial constraints. If you’d like to discuss setting up a payment plan for this year’s dues, please contact our office. CONTACT MARISA MOTLEY [email protected] Thank you to everyone who has renewed for 2025! Check back in the February issue of Bar Briefs to “meet” the 2025 LBA President, Maria Fernandez! Details on page 10 C e l e b r a t i n g
