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Posted by: Gina Scherzer on May 26, 2023

2023 Election Winners!

The results of the Toledo Bar Association leadership election for the 2023-2024 are:

First Vice President:
Adam S. Nightingale
  
Second Vice President:
Craig M. Witherell

Secretary: 
Joseph K. Cole
  
Treasurer: 
Jeremiah P. O’Brien
  
Board: 
Mag. Christy L. Cole
Kayla L. Henderson
Evy M. Jarrett
Tammy G. Lavalette

Four hundred and eighty-one (481) ballots were completed. The election was tabulated automatically using web-based survey software. No paper ballots were requested.

Officers and Board members will be sworn in at the Annual Meeting sponsored by Trust Company Family Offices on Tuesday, June 6, 2023 at the Hilton Garden Inn, Downtown Toledo. Cindy M. Kirby will be installed as the 122nd President of the Toledo Bar Association with Hon. David E. Lewandowski presiding for the Oath of Office. Robert S. Salem will be presented the Community Service Award and Monica J.D. Yvonne will be presented the Trustees Award. 

TICKETS 

Posted by: Gina Scherzer on May 5, 2023

 

On Friday, May 5, 2023, the Toledo Bar Association (TBA) hosted area students to celebrate Law Day at the TBA in downtown Toledo. Earlier this year, area students were invited to participate in an essay writing contest focused on the American Bar Association’s (ABA) 2023 Law Day theme, “The Cornerstones of Democracy: Civics, Civility, and Collaboration.” The winner of each division is awarded a cash prize by the Toledo Bar Association Foundation (TBAF) and published below. The nine winners and their teachers are listed below:

Division I:           11th & 12th Grades
1st Place            Kaitlyn Harkey
                             Notre Dame Academy, Teacher: Susie Huffman
2nd Place             Siona Naik                                                                                                                         
                             Notre Dame Academy, Teacher: Susie Huffman
3rd Place              Maria Woycik
                             Northwest Ohio Classical Academy, Teacher: Geoff Kujawa

Division II:          9th & 10th Grades
1st Place             Samantha Budas
                             Sylvania Southview High School, Teacher: Brian Fritz
2nd Place             Isabella Xi
                             Toledo Chinese School, Teacher:  Liu Sowa          
3rd Place              Andrew Billings                               
                             Perrysburg High School, Teacher: Joshua Spiegel

Division III:         7th & 8th Grades
1st Place             Tessa Bernard
                             Christ the King School, Teacher: Melissa Hill
2nd Place              Logan Kall
                              McCord Junior High School, David Budas
3rd Place               Brayden Stuard
                              McCord Junior High School, David Budas
 

2023 Law Day Award Winners


Each essay was judged based upon format, clarity, style, reasoning, creativity, and overall effort. For the first round, essays were reviewed by volunteer attorneys Jennifer Brown, Valerie Fatica, Twila Ferguson, Jim Hoppenjans, Bill Maloney, Maria McCabe, Allma Miller, Florence Murray, Zahraa Nasser, Emily Samlow, Kyle Silvers, Sarah Skow, Peggy Mattimoe Sturgeon, Ben Syroka, Ashley Weis, and Lucinda Weller. The top essays were then submitted to a judge’s panel for final review to Hon. Stacey Cook, Hon. Eric Marks, and Hon. Michael Goulding.

The Honorable Eric Allen Marks a Lucas County Common Pleas Court Judge, Sarah K Skow, partner at Spengler Nathanson and President of the TBA and Cindy M. Kirby, Assistant Dean for Student at the University of Toledo College of Law and Vice President of the TBA presented the students with awards on Friday, May 5, 2023 at the TBA’s 2023 Caty Armstrong Memorial Law Day Essay Contest Luncheon. Judge Marks spoke to the students after the award presentation.


Introduction to the Essay Theme:
The 2023 American Bar Association Law Day theme is “Cornerstones of Democracy: Civics, Civility, and Collaboration.” We invite all the people of the United States to join us in rebuilding trust in our institutions, respect for one another, and our willingness to collaborate to address the challenges that face our nation.

In recent years, tensions in our democratic system have revealed deep divisions in American society. These divisions are aggravated by incivility in public discourse and insufficient understanding among many people about the Constitution and the way American government works. Together, however, we can collaborate to overcome our differences, resolve our disputes, and preserve our democracy and republic. To that end, we call on members of the legal profession to lead the way in promoting civics, civility, and collaboration—the cornerstones of our democracy.

Essay Question:
The government and its three branches, the media (in its various forms), and citizens at large can all play a role in advancing civics, civility, and collaboration.

Pick at least two of the groups and address how they can support the goals of promoting trust in our institutions, respect for one another, and collaboration in addressing our nation’s challenges.


Division I: 11th & 12th Grades, 1st Place
The Cornerstones of Democracy: Media and Citizens
by Kaitlyn Harkey, Notre Dame Academy; Teacher: Susie Huffman

In recent years, there has been a significant increase in the levels of tension between all forms of media and citizens of the United States, The presence and power of media have grown exponentially as citizens gather most of their political information from social media and news outlets. Media sources have a responsibility to produce unbiased information for citizens, and citizens have a responsibility to hold the media accountable.

The term media is vague and can be better defined as "the main means of mass communication (broadcasting, publishing, and the internet) regarded collectively" (Oxford). This definition provides an emphasis on the term "communication" which is the main goal of media as well as specific groups that would be considered media. News sources such as social media, online newspapers, and news stations have a large responsibility to communicate important political and nonpolitical information to citizens. However, media such as newspapers and news stations are large businesses first and foremost. This aspect of media is critical to recognize because this means the majority of profit and resources come from consumers. Whenever profit is involved, the agenda of supposedly unbiased sources changes and it is extremely difficult to remain impartial. A study done at the Massachusetts Institute of Technology by Soroush Vosoughi, Sinan Aral, and Deb Roy found that false news travels faster than true stories. This correlates with media, specifically newspapers and news stations, having a separate agenda other than providing unbiased information. If false or exaggerated news stories attract more attention and money, the media is more likely to publish and report on those stories. This is a threat to civics, civility, and collaboration.

Because the media have reasons to purposely mislead citizens, a large amount of responsibility falls onto citizens. Collaboration is necessary to have a good relationship between the media and citizens and uphold the other cornerstones of democracy: civics and civility. With a substantial increase in reliance on media, the information available to citizens has also become a positive resource. Citizens can more easily corroborate information provided by news sources because the information is more easily accessible through social media and the Internet; however, this is where citizens need to hold themselves accountable and be digitally literate. It is critical to understand what sources have more credibility than others and why. When citizens understand this through research and effort, collaboration with the media is more easily achieved. Collaboration through corroboration will help ease tensions in our nation and the bipartisan divide felt in every aspect of life. This responsibility citizens hold is a part of civics because the rights and duties of citizenship include the urge and desire to be educated about factors that affect political tensions; the media is considered one of these factors. Once citizens follow through with their responsibilities, civility is more effortlessly attainable.

 

Division II: 9th & 10th Grades, 1st Place
Promoting Trust in the Golden Age of Social Media
by Samantha Budas, Sylvania Southview High School; Teacher: Brian Fritz

The very foundation that makes up the United States is its three branches of government, which are not only in charge of allowing society to function correctly but also the promotion of trust, respect, and collaboration when it comes to the decisions that are made to develop the nation further. In recent years, however, there has been an emergence of distrust towards the government with more than half of the population believing that the government is corrupt and should not be trusted (Perrin and Rainie).

This is primarily the fault of the newest emerging form of media, social media. For example, one in every five Americans receives their news from social media sites on a regular basis (Mitchell, Amy, et al.), and this is a catastrophic issue facing the nation. Social media often portrays the government very negatively, promoting news stories dealing primarily with corruption and inter-political division because it is 'eye-catching' and will draw in more interaction on the platform (Olaniran and Williams). While citizens should be informed of corruption, the fact that only 51 percent of Americans can name the three branches of government (Rozansky) let alone understand their functions, it is a recipe for chaos and mistrust between the governing and the governed.

Instead, the media and the three branches of government have to work together in order to further promote the ideals of trust, respect, and collaboration. The two mass influential powers have to work together to educate the population on not only how the government works, but also what the government can and cannot do. Through the education of the public, and therefore a new understanding of how the government works, a new cultural identity can emerge.

From education and a common cultural identity, civility can also be created and further enforced. And while politicians are responsible for their own behavior, social media has a very large influence on public beliefs and can help influence the light in which politicians are portrayed. When politicians and regular civilians feel as though they are on the same level or 'equal' in the new cultural identity, they feel more comfortable holding them accountable and forcing them to adhere to the very standards that are set by the Constitution like equality. Once politicians are seen as equals and seen upholding the same ideals as American citizens, the people of the nation will have faith in the political systems and processes as well as the elections. When trust is instilled in political processes like elections, faith and truth are found as results of the election, rather than the belief of a 'faked election' taking hold over the population and further promoting the distrust.

All in all, in order to further promote trust, respect, and collaboration between the government and the governed, the media and the government must work together to further educate the general public, Education helps to create a common ground in which the public feels open to holding politicians accountable for their actions and stopping the spread of distrust within the government.

 

Division III: 7th & 8th Grades, 1st Place
Shared Responsibilities
by Tessa Bernard, Christ the King School; Teacher: Melissa Hill

Our third president, Thomas Jefferson, once said "The care of human life and happiness, and not their destruction, is the first and only object of good government." In a well-functioning society, both the government and the citizens have a responsibility to promote trust in institutions and mutual respect. Trust, respect, and collaboration are crucial to the success of the United States, and it is essential that the government and citizens work together for a common goal. When there is trust between the government and the citizens, the citizens believe that the government is making good decisions for their well-being, and the government believes that the citizens are well informed. When the government respects its citizens, leaders treat all the citizens equally and justly. When the citizens respect the government, they are more likely to abide by the rules the government enforces. The country faces many challenges, and it is easier to solve these problems when the government and citizens work together.

There are several things that the government can do to build trust with its citizens. The government should provide the public with honest and accurate information. When government officials make mistakes, they need to be accountable to the people. Admitting mistakes, explaining how the mistake happened, and describing how similar mistakes will be prevented in the future help to promote trust in government institutions. In order to maintain a trusting relationship, the citizens have to believe that the government's policies are in the best interest of the people, not put in place to allow leaders to acquire more power. If the government is transparent and treats all citizens equally, there can be a relationship based on mutual respect.


Even though the government is powerful and has many responsibilities, the citizens also have obligations. Citizens should be aware of the issues that affect them. Citizens can make their ideas known by contacting their government representatives. Citizens can attend town hall meetings which gives them opportunities to voice their opinions and ask questions. These are some of the many ways that citizens can collaborate with their government representatives. Collaboration builds trust and respect between the government and its citizens.

In conclusion, to have a stable government and country both the citizens and the government need to have trust in each other, respect each other, and work together to overcome challenges. This can be accomplished through leaders with integrity and accountability as well as citizens willing to communicate with their representatives and voice their opinions. With true collaboration between the government and citizens many of the challenges our country faces can be overcome.

 




About Law Day
Law Day was established by President Eisenhower in 1958 to honor the law and is celebrated annually on or around May 1st by bar associations and the legal profession nationwide.

The essay contest for students has been an integral part of Law Day festivities for many years. This annual contest encourages youth to explore our legal system and the relationship between laws and our rights and freedoms. The Toledo Bar Association contest was named the Caty Armstrong Law Day Essay Contest after Caty’s tragic death in an automobile accident in 1993 just weeks after she was recognized as an essay contest winner.

The TBA’s Law Related School Education Committee’s mission is to develop and implement programs designed to assist all levels of our educational system in the education of students in our community about the legal system and the system of justice, including the organization of various Law Day activities and Mock Trial programs.

About the Toledo Bar Association
The Toledo Bar Association (TBA) is a voluntary professional association of lawyers in Lucas and surrounding counties. It was established in 1878 and has over 1,500 members. The mission of the TBA is to advance the highest standards of excellence for the legal profession, promote the rule of law, facilitate equal access to justice, and consciously foster a diverse and inclusive legal community, by providing unmatched collaborative opportunities, professional development and outstanding services to our members while also supporting the community at large.

 

Posted by: Gina Scherzer on May 2, 2023

2023-2024 Nominations

First Vice President:
Adam S. Nightingale
  
Second Vice President:
Robert C. Tucker
Craig M. Witherell

Secretary: 
Joseph K. Cole
  
Treasurer: 
Jeremiah P. O’Brien
  
Board: 
Cheri A. Budzynski
Mag. Christy L. Cole
Kayla L. Henderson
Evy M. Jarrett
Tammy G. Lavalette
Thomas E. Luettke
Jeremy T. Rodriguez
Kurt M. Young


  
The 2023 Annual Meeting will be held on Tuesday, June 6, 2023.
Under the Toledo Bar Association Code of Regulations, First Vice President Cindy M. Kirby, will become president for 2023-2024.  
 
Electronic Voting
In accordance with Article VIII, Section 2, a ballot and instructions for voting will be sent to the members by electronic means, on or about May 2, 2023.

  • All full members and retired members of the Toledo Bar Association will receive a ballot via the email address on file with the TBA. 
  • Biographies of each candidate will be posted on the Toledo Bar’s website, linked above. 
  • A personal link will be generated for each member to the ballot on the TBA’s polling site. Links are not transferable and may be used only once. 
  • Voting is completely anonymous and secure. 
  • Members who do not have an email address or who may be inconvenienced by electronic voting may request a paper ballot to be mailed. Please contact Gina Scherzer at 419-244-1044 or gscherzer@toledobar.org. 
  • Questions may be directed to Toledo Bar Association Executive Director, Brad Lagusch, at 419-242-9363 or blagusch@toledobar.org
Posted by: Gina Scherzer on Apr 4, 2023


Join us on Thursday, May 25th at the Pinnacle in Maumee, Ohio for the 2023 Access to Justice Awards Ceremony & Dinner where we will be honoring extraordinary service in the public interest by individuals and organizations in northwest Ohio. Benefiting Advocates for Basic Legal Equality, Inc. (ABLE), Legal Aid of Western Ohio, Inc. (LAWO), and Toledo Bar Association Pro Bono Legal Services.

Monica RamirezThis year's Access to Justice Awards Dinner keynote speaker is Mónica Ramírez, an attorney, author, and activist fighting for the rights of farmworkers, migrant women workers, and the Latin(x) community. She is the founder of Justice for Migrant Women and co-counder of Alianza Nacional de Campesinas, The Latinx House, and Poderistas.

Mónica has received numerous awards, including Harvard Kennedy School's first Gender Equity Changemaker Award, Feminist Majority's Global Women's Rights Award, the Smithsonian's 2018 Ingenuity Award, and the Hispanic Heritage Award. Mónica was named to Forbes Mexico's 100 Most Powerful Women's 2018 list, TIME Magazine included her in its 2021 TIME100 Next list and People en Español recognized her as one of the 100 Most Powerful Latinos in 2021.

She is an inaugural member of the Ford Global Fellowship and serves on the Boards of Directors of the National Women's Law Center.

 

TICKETS
 

Awards to be Presented:

  • Public Interest Law Award: Eugenio Mollo, Esq. 
  • Community Advocacy Award: Ramón Pérez
  • Distinguished Service Award: Hon. Myron C. Duhart
     

Sponsorship Opportunities:

  • Sponsorship and artwork deadline: Friday, May 5, 2023
  • RSVP deadline: Friday, May 19, 2023
  • Questions? Call Carmen Vega-Perez at 419-930-2515
     

SPONSOR

 

Posted by: Brian Newberg on Mar 3, 2023

ChatGPT is a powerful language generation model developed by OpenAI. It is capable of generating human-like text based on a given prompt. It can be used for a variety of tasks such as writing articles, composing emails, and even coding. Since its inception, ChatGPT has seen a significant increase in usage across various industries, particularly in the field of legal research and writing, where it is being used to assist attorneys in drafting documents, researching case law, and summarizing complex legal concepts.

That’s a pretty good opening paragraph, but unfortunately I did not write it. ChatGPT wrote the paragraph in response to my question: “Can you write an introductory paragraph to tell the readers of a Toledo Bar journal who are mostly but not exclusively practicing lawyers what Chat GPS is and can do and what is the increase in usage since Chat GPS started?” It took ChatGPT less than 10 seconds to write the first paragraph.  It actually took longer for me to write the question, which had a few errors.

So I took ChatGPT up on its assertion that it was being used “…to assist attorneys in drafting documents, researching case law, and summarizing complex legal concepts” with some test queries.

ChatGPT failed the first query, because it was unavailable when I first logged in.  The popularity of the free service at this point outpaces its capacity, and when I first tried to enter a query, it told me it could not process my request because it lacked the capacity.  It asked me to leave my email and it would email me when it had capacity.  By the afternoon, no email had come, so I tried again, and again it said it lacked capacity.  So regardless of how good it is, at the moment it lacks accessibility and thus reliability.  When I finally was able to submit queries in the evening, it at times could not produce any answers.  It never did send the promised email that it had capacity.
When I finally gained access, I asked an analytical question I thought that it would be able to handle: “Which Ohio Supreme Court Justice sided with the defendant the most in a civil case?”  It could not handle this query, responding the first time that it couldn’t answer the question and the second time I tried, with slightly different terms, it gave me an error message.

I then asked what the law in Ohio is regarding caps on damages in a civil case. The answer failed to distinguish between economic damages that are not capped and non-economic damages which are (subject to some exceptions) pursuant to R.C. 2315.18.   Since that distinction was critical to the analysis, I think that ChatGPT failed to give appropriate legal advice and probably worse for lawyers, might arm clients with half-baked legal theories that unfortunately might have an additional aura of authority of having been produced by artificial intelligence. This may make the client conversation a bit more difficult.  

ChatGPT also failed a statute of limitations question, stating that the claim for damages to real property was 15 years, an answer which is wrong by 11 years. R.C.2305.09. Google’s first answer to that same question got that one right and even gave the correct citation and a link to nolo.com for a more helpful context.

But there were some tasks that ChatGPT did very well.  I asked it to “Draft a business letter to attorney John Smith with a regarding section about the case of Jones v. XYZ company and tell him that I am enclosing discovery and that if he has any questions he should call me.  Put this on a letterhead form that lists Brian A. Newberg, Attorney 16410 West River Road, Bowling Green, Ohio 43402 and have a signature line and space for Brian to sign.” The response took just about 10 seconds and was remarkable, with no typos and with formatting that allowed me to easily cut and paste it into a word processing program, add the attorney’s address and send. It even added an “Enclosure:” at the bottom of the page although I did not tell it to.  

Last, I asked it to “write a letter to a landlord from a tenant about a leaking pipe and lack of electrical power due to that leak and that they needed to fix citing the Ohio Landlord tenant act with statute numbers or the tenants would seek to terminate the lease pursuant to whatever statute or law that would allow the breaking of the lease.”  The letter ChatGPT produced was remarkably good, with proper formatting and the correct statutory citation, so that it read as if it were written by an attorney.  It was four paragraphs and had no typos and would have required me to make no substantive changes to the document.  All I would have needed to do is add in the addressees of the landlord and the tenant’s address and it was ready to sign and send.

So in summary, for substantive legal analysis, ChatGPT was not helpful to me and caused concern that it might lead the practitioner (or clients) down the wrong road.  However, when ChatGPT was available, it was certainly up to the task of drafting the day-to-day letters that a lawyer has to generate.  I suspect the capacity problems will be resolved and that attorneys will start to use the system for simple letters and possibly more, if it improves as is promised and remains free for users.  

The text of the letters generated by ChatGPT and referenced in this article can be found below. 

 



[Your Company Letterhead]

January 20, 2023

John Smith, Esq.
[Attorney's Address]

Dear Mr. Smith,

I am writing to you in regards to the case of Jones v. XYZ Company. Enclosed with this letter, you will find the discovery related to the case. If you have any questions or concerns, please do not hesitate to call me at [Your Contact Number].

Thank you for your time and attention to this matter.

Sincerely,

[Your Signature]

Brian A. Newberg
16410 West River Road
Bowling Green, Ohio 43402

[Your Contact Information]

Enclosures: Discovery related to Jones v. XYZ Company


Proof of landlord letter

Your Name & Address]

[Landlord's Name & Address]

Date

Subject: Leaking Pipe and Lack of Electrical Power

Dear [Landlord's Name],

I am writing to inform you of a serious issue that has arisen in the rental property located at [Your Address]. As you are aware, there is a leaking pipe in the [specific room or area] that has caused a lack of electrical power in the same room. The leak and the resulting power outage have caused significant inconvenience and damage to my property.

As per the Ohio Landlord Tenant Act, Section 5321.04, the landlord is responsible for maintaining the property in a fit and habitable condition (ORC 5321.04 (A)(3)) and the failure to do so constitutes a violation of the lease agreement. In addition, Section 5321.07 (B) states that the tenant may terminate the lease if the landlord fails to comply with the duty to maintain the property in a fit and habitable condition.

I kindly request that you take immediate action to repair the leaking pipe and restore the electrical power as soon as possible. If the repairs are not made within a reasonable time frame, I will be forced to seek legal remedies, including termination of the lease agreement.

Please let me know the schedule for the repairs and if there is anything I can do to assist in the process.

I look forward to hearing from you soon.

Sincerely,

[Your Name]

Tenant

cc: [Any other relevant parties]

Encl: [Any relevant documents]

Posted by: Gina Scherzer on Feb 2, 2023

 

On Friday, January 27, 2023, the Toledo Bar Association (TBA) welcomed students from high schools in northwest Ohio to Toledo Municipal Court for the 40th Annual Ohio High School Mock Trial District Competition.

This past fall, students across Ohio received an original case written around a current constitutional issue important to the students. The 2023 Ohio Mock Trial case, In re S. Khan, examines the complexities of school investigations into incidents of misconduct, specifically when the misconduct may have criminal implications. Each Ohio Mock Trial team consists of five to eleven students who assume the roles of attorneys and witnesses to present both sides of an original, unscripted case based on an important constitutional issue.

At the district competition, the teams competed in two trials against opposing teams. Teams must win both trials, or the majority of their judges’ ballots, to advance to regionals. Students from St. Ursula Academy (1), Sylvania Southview High School (2) and Perrysburg High School (2) argued both sides of the case in front of volunteer panelists. Both Sylvania Southview High School teams advanced from the district competition and will compete in the regional competition on February 17. The Sylvania teams were led by long-time legal advisor and coaches, Dennis Lyle, Esq. and Vicki Donovan Lyle.

The TBA thanks its volunteer attorneys that served as judicial panelists during the competition, the staff at Ohio Center for Law-Related Education as well as Toledo Municipal Court judges and staff for allowing area high school students to utilize courtrooms on the third floor to provide an authentic experience for the students to compete and perform in a courtroom. The TBA congratulates all students on their participation of this years 2023 Ohio High School Mock Trial District Competition. 

 

Mock Trial Students   mock trial sylvania southview 2023
Students participate in 2023 Ohio High School Mock Trial District Competition    Sylvania Southview High School Mock Trial Teams
Mock Trial Judges   Mock Trial Students
TBA members, Josh Williams, Esq., Marty Goff, Esq., and Jennifer Brown, Esq. volunteer as judicial panelists
 
  Students participate in 2023 Ohio High School Mock Trial District Competition 
 
Mock Trial 2023   Mock Trial Judges
Students participate in 2023 Ohio High School Mock Trial District Competition 
 
  TBA members, Allma Miller, Esq., Zahraa Nasser, Esq., and Jim Burkhardt, Esq. volunteer as judicial panelists
 
Mock Trial Judges   2023 Mock Trial Students
TBA members, Twila Ferguson, Esq., Bill Bair, Esq., and Sol Zyndorf, Esq. volunteer as judicial panelists
 
  St. Ursula Academy Mock Trial Team
 

 

 

 

Posted by: Gina Scherzer on Feb 1, 2023


The TBA invites area students, grades 7 through 12, to participate in the 2023 Toledo Bar Association Caty Armstrong Memorial Law Day Essay Contest. Cash prizes for each division available! 

Write an essay on the topic:
The Cornerstones of Democracy: Civics, Civility and Collaboration

We invite all the people of the United States to join us in rebuilding trust in our institutions, respect for one another, and our willingness to collaborate to address the challenges that face our nation.

In recent years, tensions in our democratic system have revealed deep divisions in American society. These divisions are aggravated by incivility in public discourse and insufficient understanding among many people about the Constitution and the way American government works. Together, however, we can collaborate to overcome our differences, resolve our disputes, and preserve our democracy and republic. To that end, we call on members of the legal profession to lead the way in promoting civics, civility, and collaboration—the cornerstones of our democracy.
 

ESSAY QUESTION
 

Entries due by Friday, March 3, 2023 at 3:30 PM. For the complete essay questions, contest details, and rules visit www.toledobar.org/lawday


 

 

Posted by: Gina Scherzer on Jan 31, 2023

The TBA Legal Directory is THE reference guide used daily by legal professionals in the Toledo community. Order your extra copies for support staff, non-member attorneys and/or your home office today.  

The 2023 Legal Directory Includes:

 

  • Listings of over 1700 Attorneys & Judges
  • Contacts in Local Government & Courts
  • Certified Specialists
  • Law Firm Listings & Focus Areas

NOTICE:  In December, all members* of the TBA were shipped a copy of the all NEW 2023 TBA Legal Directory as a benefit of membership in the Toledo Bar Association.

 

SHOP

 


 

Please download the 2023 errata sheet here. This update includes corrections to errors in the Certified Specialist section. If you notice an error in the directory, please contact gscherzer@toledobar.org.

If you need to update your information, simply login to your TBA profile to update it to reflect your changes. Updates will be included in the "Change of Scene" portion of the printed Newsletter. 

*Students members are not mailed a copy of the printed directory.

Posted by: Gina Scherzer on Jan 24, 2023

 

TBA BOARD OF DIRECTORS

Engagement in the Toledo Bar Association is what gives our legal community life. Your involvement makes practicing law in our community truly unique to our region. Joining the TBA Board of Directors can give a voice and stronger stake in the Association and its future. Nominations for 2nd Vice President and TBA Board of Directors will be accepted now through February 7, 2023. Nominations can be made via self-nomination or by a current TBA member. All nominees must be current TBA members.

BOARD NOMINATIONS

 

TBA AWARDS & RECOGNITION

Do you know someone who goes above and beyond in the legal community? Celebrate their dedication by nominating them for one of our prestigious awards. Nominations are now being accepted for the Toledo Bar Association’s Trustees Award and Community Service Award, to be presented at the 2023 Annual Meeting in June. The deadline for nominations is March 22, 2023. View the list of past recipients here.

The Trustees Award is given by the Board of Directors to a young member of the Association who exemplifies professionalism in the practice of law and who has demonstrated a commitment to improving the profession through active involvement in the TBA.

The Community Service Award is presented to a TBA member who demonstrates a commitment to service to community organizations or activities that are not law related.

AWARD NOMINATIONS

 

GET INVOLVED 

Committee work is the lifeblood of the Association. If committing to the TBA Board of Directors doesn’t match your path right now, we invite you to join one of our active committees. The Toledo Bar Association sponsors over 40 committees covering practice areas, local courts, association administration and program advisory boards. Experienced practitioners and new attorneys can take advantage of monthly meetings to explore new developments and make contacts in the field. You can browse the complete list of committees here. Note, there are two pages of committees to explore.

JOIN A COMMITTEE

Posted by: Gina Scherzer on Jan 19, 2023


We are proud to announce the TBA Member 401(k) and Retirement Planning Program, now available to Attorneys, Law Firms and TBA members in partnership with Equitable Advisors, Rea & Associates, and Transamerica.

When you join, you’ll have a professional service team by your side to:

  • Manage most of the plan’s administrative tasks including 5500 form
  • Mitigate your fiduciary burdens
  • Personal Plan Design specific to your Firm needs
  • Local 1 on 1 Support & Education

You may even reap cost savings through economies of scale, compared to sponsoring a plan on your own. If starting a new plan, you may qualify for the IRS Small Business Retirement Plan Tax Credit up to $5,000/yr for the first 3 years!  

Employees benefit too, by gaining access to professionally selected investment options, support from financial professionals, and local resources designed to help them stay on course to reach their retirement goals.

To learn more, register for the 401(k) & Retirement Plan Rollout Webinar on Thursday, February 2 at Noon, with Plan Overview, Benefits of Enrolling, how to Enroll, Tax Benefits along with have all your questions answered.

 

WEBINAR REGISTRATION

 

To get started today, contact Jason Harris or David Barth of Equitable Advisors:

 

Cut your administrative tasks. Participating in a pooled plan arrangement significantly reduces tasks assigned to you.


Before adopting any plan, you should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.

For a multiple employer plan (MEP): While a multiple employer plan (MEP) arrangement offers adopting employers the ability to delegate fiduciary functions to the MEP provider, employers should be aware that they still retain the fiduciary responsibility for selecting and monitoring the MEP provider. Because a MEP is treated as a single plan, a violation of the qualification rules by an adopting employer could affect the qualified status of the plan as a whole. In order to be treated as a single plan under the qualification rules, the adopting employers of a MEP must share a commonality — a connection among the adopting employers such as a trade or professional organization.

For a pooled employer plan (PEP): Pooled employer plans (PEPs) are a new type of multiple employer plan for which the Department of Labor (DOL) and IRS guidance is still pending in a number of areas. An employer participating in a PEP retains certain fiduciary responsibilities, including responsibility for retaining and monitoring the 3(16) plan administrator, for determining the reasonableness of its fees, and for periodically reviewing the plan as a whole. Transamerica does not act as a 3(16) plan fiduciary. Nothing in this communication should be construed as the commencement of operations by a pooled plan provider ("PPP") prior to registration as a PPP.

For Group Plan Solution and Retirement Plan Exchange: The GPS or the Exchange is not a multiple employer plan (MEP). Unlike a MEP, certain plan qualification and ERISA requirements are applied at the individual plan level. An employer participating in the plan retains certain fiduciary responsibilities, including responsibility for retaining and monitoring the 3(16) plan administrator, for determining the reasonableness of its fees, and for periodically reviewing the plan as a whole. Transamerica does not act as a 3(16) plan fiduciary.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). The obligations of Equitable Financial are backed solely by its claims-paying ability.

Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. All Transamerica companies identified are affiliated but are not affiliated with any other organization referenced. Logos and trademarks are the intellectual property of their respective owners.

Transamerica
6400 C St. SW, Cedar Rapids, IA 52499, U.S.A.

1701437
© 2021 Transamerica Retirement Solutions, LLC

 


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