Continuing Education Events
Welcome to our Continuing Education (CE) Events Calendar, your go-to resource for upcoming educational opportunities. Here, you’ll find a curated list of CE events featuring our attorneys designed to keep you at the forefront of industry knowledge and skills. Stay informed and ahead in your practice by exploring the events below.
27th Annual Estate, Tax, Legal & Financial Planning Seminar
Hosted by: Johns Hopkins All Children’s Foundation
This seminar offers a full day of continuing education credits for Attorneys, CFPs, CPAs, CTFAs, CLUs, Bankers, Trust Officers, Licensed Insurance Underwriters, and Other Professional Designees.
Seminar session topics will include:
Right-Sizing and Re-Sizing a Transfer Tax Strategy with Ed Morrow & Jennifer Goode
Hot Topics & Recent Developments with Ed Morrow & Jerry Hesch
Date: May 8, 2025
Join In-Person on the St. Petersburg Campus or Online
Speaker: Edwin P. Morrow
Directed Trusts: The Veg-O-Matic™ of Estate Planning
Hosted by: Leimberg Information Services (LISI)
Directed trusts have become routine, yet the concept turns about 600 years of trust law on its ear. There are unanswered questions about the use of directed trusts, and they’re replete with traps for the unwary. In their exclusive LISI Webinar, Paul Hood and Ed Morrow will take you through the Uniform Directed Trust Act (and identify some key differences in the laws of states that have a directed trust law) and highlight many of those unanswered questions, pointing out traps for the unwary and some solutions for those issues.
Date/Time: May 12, 2025 @ 3:00pm – 4:30 pm CT
Location: Virtual
Speaker: Edwin P. Morrow
Sunset of the Federal Estate Tax Exemption
65th Annual Probate & Estate Planning Institute
Hosted by: Institute of Continuing Legal Education (ICLE)
Understand the potential impact of a reduced exemption on clients’ estate plans and tax liabilities (and potentially, impact of the election); strategies for clients to minimize estate and gift taxes, such as lifetime and charitable giving; the use of grantor trusts, family limited partnerships, and other sophisticated estate planning tools; how donees can “undo” taxable gifts through disclaimers if the law changes unexpectedly.
CLE available.
Dates/Times: May 15, 2025 @ 1:30pm – 2:30 pm ET; June 12, 2025 @ 2:30pm – 3:30 pm
Location: Grand Traverse Resort & Spa, Acme, MI OR Virtual
Speaker: Edwin P. Morrow
Charitable Distributions from Trusts and IRAs
65th Annual Probate & Estate Planning Institute
Hosted by: Institute of Continuing Legal Education (ICLE)
Making IRAs payable to charitable trusts (but more flexibly); permitting trusts receiving inherited IRAs to eventually make more flexible distributions to charities and charitable trusts; how final SECURE Act regulations (and other trust administrative burdens) make naming charities and charitable trusts as potential appointees so much better than making them discretionary beneficiaries; when and how can you mix charities and IRAs in the same trust; why trusts receive better charitable deductions; special trust provisions you want for trusts receiving Roth accounts; common pitfalls to avoid.
CLE available.
Date: May 16, 2025
Time: 9:45am – 10:25am ET
Location: Grand Traverse Resort & Spa, Acme, MI OR Virtual
Speaker: Edwin P. Morrow