Bernard is certified as a specialist in estate planning, trust and probate law by the Ohio State Bar Association. Bernard is the immediate past chair of the privately held business and wealth planning practice group at Frost Brown Todd where he concentrates his legal practice on estate planning, probate and trust administration matters and issues that confront a family owned business. He represents clients having a wide array of legal concerns ranging from planning for incapacitation, transmission of wealth at death, family business succession planning and charitable giving, most all of which involve sophisticated tax issues. Bernard’s legal practice also focuses on the unique estate planning issues that confront the gay and lesbian community.
Northern Kentucky University, Salmon P. Chase College of Law, J.D., 1994
Morehead State University, B.B.A., 1991, Accounting
Ohio, 1994
Kentucky, 1995
Forty Under 40 Recipient,ย Cincinnati Business Courier,ย 2006
The Best Lawyers in Americaยฎ , Trusts and Estates Law, 2006-2022; Southwest Ohio Trust and Estates Law, “Lawyer of the Year,” 2016
Selected for inclusion inย Ohio Super Lawyersยฎ 2008-2016; 2018-2022, and Rising Starsยฎย 2005-2007, Top 50 Super Lawyers in Cincinnati for 2011-2014
AVยฎ Rated,ย Martindale-Hubbellยฎ
American College of Trust and Estate Counsel (ACTEC), Professional Responsibility Committee; State Laws Committee
Cincinnati Estate Planning Council
Cincinnati Bar Association, Taxation Committee; Estate Planning and Probate Committee, Chairman, 2004-2005; Advanced Estate Planning and Probate Institute Committee, former Chairperson
Northern Kentucky Bar Association, Business and Tax Committee; Probate Committee
Ohio State Bar Association, Estate Planning, Trust and Probate Law Committee
Kentucky Bar Association, Taxation Committee; Probate and Trust Law Committee
Hamilton County Probate Court Local Rules Committee, Chairman, 2005-2007, 2009 and 2012
Theย Bernard L. McKay Awardย for Excellence for LGBT Scholars (Morehead State University), Founder
Cincinnati Symphony Orchestra, Board of Directors
Cincinnati Operaโs Planned Giving Advisors Committee
Cincinnati Bar Foundationโs Planned Giving Committee
The Mercantile Libraryโs Planned Giving Committee
Womenโs Crisis Center, Board of Directors (2004-2013)
Caracole, Inc., Board of Directors (2006-2012), President of Board (2008-2012)
Leadership Kentucky, Class of 2012
Leadership Cincinnati, Class XXXII, 2008-2009; Class XXXIII, Steering Committee
Equality Cincinnati, Inc., 2007 Gala Committee, Treasurer
Leadershipย Northern Kentucky, Class of 2004-President; Class of 2005, Steering Committee
Salmon P. Chase College of Law Board of Governors, President, 2005-2006
Cincinnati Bar Association, Academy of Leadership for Lawyers, Class VII
St. Thomas More Society, Red Mass Committee, 2004-2008
Friendly Sons of St. Patrick
Diversity and Inclusion Committee, former Member
โPost-Obergefell Issues in Estate Planning for LGBT Couples,โ Ohio Annual Meeting, American College of Trust and Estate Counsel (ACTEC), Cleveland, April 2017
โโAre We Married Or Not?โ Estate Planning Challenges For Same Sex Couples in Light of DOMA.โ
Ohio State Bar Association, Advanced Estate Planning Institute, Columbus, Ohio, September 2014
Bluegrass Estate Planning Council, Lexington, Kentucky, September 2014
University of Kentucky, 41st Annual Midwest-Midsouth Estate Planning Institute, Lexington, Kentucky, July 2014
Cincinnati Bar Association, 31st Annual Advanced Estate Planning Institute, Cincinnati, Ohio, May 2014
The Cleveland Foundation, Cleveland, Ohio, November 2013,ย pg. 255
Cincinnati Bar Association, Cincinnati, Ohio, October 2013
โThe Current State of Same-Sex Marriage,โ Delaware Bankers Association, 2013 Delaware Trust Conference, Wilmington, Delaware, October 2013
โEstate Planning for Same Sex Couples,โ Cincinnati Bar Association, Cincinnati, Ohio, June 2011
โWhen Saying โI Doโ Doesnโt Do It: Estate Planning For Same Sex Couples,โ Ohio Annual Meeting, American College of Trust and Estate Counsel (ACTEC), Cincinnati, May 2011
โWhen Saying โI Doโ Doesnโt Do It: Estate Planning For Same Sex Couples,โ 2011 Trust Advisors Forum, Pinehurst, North Carolina, February 2011
โEstate and Financial Planning For Same Sex Couples,โ 37th Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law, July 1010
โSelect Case Law Update โ Practical Implications,โ 2010 Ohio ACTEC Meeting, April 2010
โProbate Court Local Rules Update,โ 27th Annual Advanced Estate Planning Institute, Cincinnati Bar Association, February 2010
โEthics in Estate Planning,โ Cincinnati Bar Association, October 2008
โLeadership โ Using Your CALL Skills,โ Cincinnati Academy of Leadership for Lawyers, Cincinnati Bar Association, May 2008
โEthical Guidelines for the Estate Planning Practitioner,โ Dayton Bar Association, May 2008
โCover Your Assets:ย How Estate Planning, Cohabitation and Co-custody Agreements Protect LGBT Family Interests,โ University of Cincinnati, College of Law, April 2008
โTo Behave or Not to Behave: Legal Ethics for Estate Planners under the Ohio Rules of Professional Conduct,โ Ohio State Bar Associationโs Convention & Annual Meeting, May 2007
โSix Basic Ethical Rules for Representing a Client,โ Kentucky Bar Association, March 2007
โPlanning for Incapacity: Legal Issues Surrounding Advance Directives,โ Kentucky Bar Association, March 2007
โTying Your Personal Values to Your Legal Career,โ Cincinnati Academy of Leadership for Lawyers, Cincinnati Bar Association, March 2007
โHamilton County Probate Courtโs Revised Local Rules,โ 24thย Annual Advanced Estate Planning Institute, Cincinnati Bar Association, February 2007
โEstate Planning Matters for โMarriedโ Same-Sex Partners,โ University of Kentuckyโs 33rd Annual Midwest/Midsouth Estate Planning Institute, July 2006
โEstate Planning for Non-Traditional Couples,โ Dayton Bar Association, October 2005
โEstate Planning for Non-Traditional Couples,โ Louisville Bar Association, June 2005
โEstate Planning for Same Sex and Unmarried Partners,โ University of Cincinnati, College of Law, April 2005
โThe Benefits of Trusts in Estate Planning,โ Capital Law School and ACLU of Ohio, April 2005
โPlanning for Non Traditional Couples,โ Brinker-Gill Tax Institute, October 2004
โEstate Planning for the Gay and Lesbian Couple,โ CCHโs Journal of Practical Estate Planning, February/March 2004
โEstate Planning for the โMarriedโ Gay and Lesbian Couple,โ CBA Advanced Estate Planning Institute, February 2004
โEstate Planning for the โMarriedโ Gay and Lesbian Couple,โ CBA Report, January 2004
โThe Use of Family Limited Partnerships and Limited Liability Companies in Estate Planning,โ National Network of Accountants, 2002
โThe Use of Family Limited Partnerships and Limited Liability Companies in Estate Planning,โ June 2001
โMaximize Your Familyโs Wealth By Giving It Away,โ May 2000
โBad to the Bone or Good as Gold:ย Legal Ethics for Estate Planners,โ Probate Law Journal of Ohio, September/October 2007 Volume 18, Issue 1
January 31, 2022 | Press Releases
Ohio Super Lawyersยฎ awarded 38 Frost Brown Todd attorneys with its top two recognitions of the year...
August 19, 2021 | Press Releases
Additional 27 attorneys named โOnes to Watchโ A total of 172 Frost Brown Todd (FBT) attorneys we...
December 9, 2020 | Press Releases
Super Lawyers, a Thomson Reuters business, awarded 43 Frost Brown Todd attorneys with its top two re...
August 21, 2020 | Press Releases
Includes 15 โLawyers of the Yearโ and 23 โOnes to Watchโ A total of 183 Frost Brown Todd (FB...
March 27, 2020 | Blogs
When a married individual dies, every state has laws granting certain rights to the decedentโs sur...
November 27, 2019 | Press Releases
Super Lawyers, a Thomson Reuters business, awarded 45 Frost Brown Todd attorneys with its top two re...
August 15, 2019 | Press Releases
Twenty-two earn additional โLawyer of the Yearโ title A total of 169 Frost Brown Todd (FBT) atto...
December 5, 2018 | Press Releases
Super Lawyers, a Thomson Reuters business, awarded 51 Frost Brown Todd attorneys with its top two re...
August 15, 2018 | Press Releases
Frost Brown Todd (FBT) is honored to announce that 163 of the firmโs attorneys have been recognize...
December 6, 2017 | Press Releases
Frost Brown Todd is pleased to announce that 34 of its attorneys have been recognized in the 2018 ed...
August 15, 2017 | Press Releases
Frost Brown Todd (FBT) announces that 161 of the firmโs attorneys have been recognized in the 2018...
August 15, 2016 | Press Releases
Frost Brown Todd (FBT) would like to congratulate the firmโs 168 attorneys recognized in the 2017 ...
December 2, 2015 | Press Releases
Frost Brown Todd is pleased to announce that 33 of its attorneys have been recognized in the 2016 ed...
August 17, 2015 | Press Releases
Frost Brown Todd (FBT) would like to congratulate the firmโs 175 attorneys recognized in the 2016 ...