Trust & Estate Administration

Income Tax Planning & Real Estate

• College of Mount St. Joseph, B.A., Paralegal Studies
• University of Cincinnati, A.A., Legal Assisting/Paralegal Program

Renee is a paralegal in Frost Brown Todd's personal and succession planning practice group. She has been a paralegal in a law firm environment for more than 24 years. Renee works in the areas of trust and estate administration, guardianship implementation and management, state and federal estate tax, and trust, gift, and personal income taxation.

Renee has been Adjunct Faculty at the College of Mount St. Joseph in the Paralegal Program for several years where she is co-instructor of the Introduction to Estate, Tax and Trust Law course.

Renee is an Ohio State Bar Association Certified Paralegal, a PACE Registered Paralegal, and an American Alliance Certified Paralegal. She is a member of the Ohio State Bar Association, the Cincinnati Bar Association, and the Cincinnati Paralegal Association. She serves the Cincinnati Paralegal Association as the Co-Chair of the Probate Specialty Section and as the Professional Credentials Coordinator.

Experience

Renee has more than 24 years of experience as a paralegal in a law firm envioronment, and 17 years in the area of Probate.

• Ohio State Bar Association Certified Paralegal, July, 2007
• American Alliance of Paralegals, Inc., Certified Paralegal, June, 2005
• National Federation of Paralegal Associations, PACE Registered Paralegal, March, 1998
• Received Cincinnati Paralegal Association's 2005 Professional Achievement Award
• Received the National Federation of Paralegal Association's 2003 PACE Ambassador Award
• Received Cincinnati Paralegal Association's 1998 Outstanding Member Award
• State of Ohio Notary Public Commission
• Member of the National Paralegal Honor Society, College of Mount St. Joseph Chapter, Lambda Epsilon Chi
• Member of the University College Honor Society Phi Theta Kappa, Chapter Alpha Gamma Lambda

• Active Member, Cincinnati Paralegal Association
• Affiliate Member, Cincinnati Bar Association
• Paralegal Associate Member, Ohio State Bar Association

• Cincinnati Paralegal Association Professional Credentials Chair and Probate Specialty Section Co-Chair
• Volunteer, Wills for Heroes Foundation, Pro Bono Committee of Cincinnati Paralegal Association
• Lector and Volunteer, St. Aloysius on the Ohio Church, Sayler Park, Ohio
• Volunteer, Cincinnati Police Citizens on Patrol

Greater Cincinnati Planned Giving Council, presenter on Estate Logistics, A Paralegal Recounts a Gift, October, 2008.

Cincinnati Paralegal Association New Paralegal Seminar, presenter on Probate Basics, 2004 and 2005.

National Association of Credit Managers - Credit and Financial Development Division, presenter on Public Record Searches, May, 1998.

"Legal Issues Confronting Caregivers," CBA Report, December 2003 (Cincinnati Bar Association publication).

"Utilizing Paralegals in Commercial Real Estate," CBA Report, September 2002 (Cincinnati Bar Association publication).

"PACE Testimonial," National Paralegal Reporter, April/May 2002 (National Federation of Paralegal Associations publication).

Co-author, "The Birth of a Credential," The Paralegal Resource, November 1998 (Cincinnati Paralegal Association publication).

Co-Author, "Employer Support for PACE," The Paralegal Resource, February 1998 (Cincinnati Paralegal Association publication).

Co-author, "PACE, The Future of the Paralegal Profession," CBA Report, December 1997 (Cincinnati Bar Association publication).