Edwin P. Morrow, III
- Estate Planning Co-Chair
- Estate + Trust Administration Co-Chair
Biography
Edwin P. Morrow is a legal professional with a distinguished background in tax law, having transitioned his focus to specialize in estate planning and trust law. Holding the prestigious designation of Certified Mergers and Acquisitions Advisor®, Ed also serves as a non-public FINRA arbitrator and holds the esteemed position of Fellow at The American College of Trust and Estate Counsel.
Renowned nationally, Ed is among the most sought-after experts in the field, known for his depth of knowledge and expertise. He co-authored the acclaimed publication, “The Tools & Techniques of Estate Planning,” a foundational resource utilized for the Certified Trust Financial Advisor designation.
Education
- Xavier University – Williams College of Business, Cincinnati, Ohio
- M.B.A., Business | 2008
- Capital University Law School, Columbus, Ohio
- LL.M., Tax Law | 2000
- Lewis and Clark Law School, Portland, Oregon
- J.D. | 1998
- Stetson University, DeLand, Florida
- B.A. | 1990
- Major: History
Professional Associations
- The American College of Trust and Estate Counsel | Fellow
Certifications
- Certified Mergers and Acquisitions Advisor
- Non-Public FINRA Arbitrator
- Certified Financial Planner | 2009
Awards
- NAEPC Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee | Class of 2025
Practice Areas
- Estate Planning
- Estate + Trust Administration
- Corporate Law
Bar Admissions
- Ohio
Webinars + Podcasts
- “When a Beneficiary Income Accumulation Trust (BIAT ®) is Superior to a Discretionary or Ascertainable Standard Trust for Asset Protection” IICLE Advanced Asset Protection Webinar | 2024
- “The Benefits of Upstream Support Trust Planning” Club 1865 Webinar | 2024
- “Estate Planning for Income Tax Reduction” Strafford Webinar | 2024
- “Supercharge Your SLAT!” Webinar | 2024
Speaking Engagements
- “Trust Modifications and Trust Terminations: Unintended Tax Consequences and How to Avoid Them in Both Drafting and Administration Stages” Dayton Bar Association Annual Probate Law Institute Seminar | Mar 2025
- “2025 Estate Planning Essentials: Preparing for Sunset (and Any Post-Election Changes)” and “Mastering Income Tax in Estate Planning: Advanced Strategies for Wealth Preservation” WealthCounsel Forum | Feb 2025
- “Ballots and Beneficiaries: Navigating Estate Planning in an Election Year” Northwest Suburban Estate PLanning Council Seminar | Nov 2024
- “Taxation of Early Trust Terminations and Substantial Amendments to Irrevocable Trusts” Palm Beach Estate Planning Council Seminar | Oct 2024
- “Upstream Planning and Optimizing Basis Increase” Lake County Estate Planning Council Seminar | Sep 2024
- “Estate Planning for Income Tax Reduction” Strafford Seminar | Sep 2024
- “GPOAs (OBITs) and BDOTs: Tax and Basis Planning” Wealth Counsel Annual Symposium | Sep 2024
- “Trust Modifications and Trust Terminations: Unintended Tax Consequences and How to Avoid Them” 50th Annual Notre Dame Tax & Estate Planning Institute | Sep 2024
- “Using Trusts as Beneficiaries in Estate Planning” American Law Institute Continuing Legal Education (ALI- CLE) Seminar | Aug 2024
- “Estate Planning for Qualified Terminal Interest Property” LISI Seminar | Aug 2024
Blogs + Published Works
- “The Truth About Inheriting Retirement Accounts – What No One Tells You” Wynstone Stroll | Apr 2025
- “Get to Estate Planning High Ground Before the Tax Waters Rise” Wynstone Stroll | Jan 2025
- “Catch the Wave: SURFing to Estate and Capital Gains Tax Savings” Daily Herald | Sep 2024
- “New Rules, Big Savings: How the SECURE 2.0 Act Benefits Surviving Spouses Especially in Blended Family Situations” Wynstone Stroll | Sep 2024
- “Turn Low Basis Assets into High Returns with Upstream Support Trust Planning” Wynstone Stroll | Aug 2024
- “The SLAT Advantage: Protecting Your Wealth from Estate Taxes Without Surrendering Your Assets” Wynstone Stroll | Jun 2024
- “The Tools & Techniques of Estate Planning” (Co-author)