Estate Planning

Plant The Seed

Planned Giving - Planting a tree that grows

Thursday, January 28, 2021
7:00 – 8:00pm

This is a free to attend, virtual event.
Link will be sent prior to the event date.

As you begin 2021, join our expert panel of local professionals who will talk about the estate planning process. Learn how to get started, what information to gather, working with your advisors, and how to think about your family and legacy plans.

RSVP via the form on this page. Or call:
Lillian Derkson at CET: 513.345.6532

Moderator and Panelist
Mike Miller – Trust Officer, LCNB National Bank

Panelists
Chris Buttress – Attorney, Partner, Graydon
Jami Vallandingham – CPA, Shareholder, VonLehman

A question and answer session will follow the discussion.

Mike Miller - Guest Moderator and Panelist

Guest Moderator and Panelist

Michael R. Miller, J.D., CFP®
Executive Vice President & Chief Trust Officer Trust Department Head

Michael R. Miller is an Executive Vice President and Chief Trust Officer at LCNB National Bank. As Head of the Trust Department, Mike brings over thirty years of legal, financial and trust experience from his years as a practicing attorney and his work at other financial institutions. His role within the Trust Department is to establish the overall strategic vision, effectively manage the various initiatives and processes, and ensure that department personnel have the tools and resources necessary to facilitate the proper execution of trust and investment services for LCNB clients. He is also a member of the bank’s Executive Management team, which has responsibility for managing the strategic and business affairs of the organization.

Mike received his Bachelor of Science from Bowling Green State University in 1980 and his Juris Doctorate from the University of Dayton School of Law in 1983. A licensed attorney, he is an Ohio State Bar Association Certified Specialist in Estate Planning Trust and Probate Law. He earned his Certified Financial PlannerTM designation in 2003.

Mike is an alumnus of both Leadership Warren County and Leadership Cincinnati. He is a member of the Cincinnati Estate Planning Council, the Ohio State Bar Association and the Cincinnati Bar Association. He is a judge for the annual UC Goering Center business awards, a member of the CET Planned Giving Committee, and a member of the Sinclair College Foundation Board of Trustees.

Christine Buttress - Panelist

Panelist

Christine Buttress

Chris has practiced law in the personal planning area in Greater Cincinnati for over 30 years. She practices in the areas of estate planning, estate and trust administration, prenuptial agreements and strategic philanthropy. She facilitates her clients’ generosity by counseling them in the management and disposition of property during lifetime, at death and after death, as well as in the related tax and personal considerations. Chris describes her approach to estate planning as holistic. It is not just about things and numbers; it is about the people and their relationships with one another.

Chris is a frequent lecturer and has published a variety of articles on a wide range of subjects in the area of estate planning and meets regularly with informal groups of estate planning attorneys to network and stay on top of trends and issues facing estate planners. She has been selected by her peers for inclusion in The Best Lawyers in America for her work in Trusts and Estates law from 2003-2017. Based on the grading and comments of her peers, Chris is recognized with an AV Rating, the highest rating given to lawyers by Martindale-Hubbell. From 2004-2019, she has been chosen by her peers as an Ohio Super Lawyer. Chris is a fellow of the American College of Trust and Estate Counsel. Beginning in 2003, the Ohio State Bar Association certified Chris as a specialist in Estate Planning, Trust and Probate Law.

Chris is a Co-Chair of the Firm’s Women’s Professional Development Group.

Since she deals with very personal client issues, Chris’s work philosophy is to emphasize the importance of good rapport and communication with her clients so that she fully understands what is most important to her clients. She is passionate about her family and credits her daughter, Maria, with reminding her to laugh and to remember what is really important. A little known fact about Chris: she was part of a women’s intramural football team in law school.

Jami Vallandingham - Panelist

Panelist

Jami Vallandingham

If you want an advisor who is just as invested in your business’ success as you are, then look no further than Jami Vallandingham. Jami cares about her clients like family, personally guiding them through the strategic business aspects of their unique challenges. Her creativity, centered on the individual client, has produced positive results measured by the impact of her proactive advice and in tax savings to her clients.

As leader of the firm’s 1040 practice, Jami understands that reading and analyzing income and financial statements is no small task. She focuses on making tax law understandable and always is looking for ways to get her clients the best possible return. Jami joined VonLehman after merging her prior firm, West, Vallandingham & Company in 2002.