Chapter Meeting - Optimal Basis Planning

Date: Tuesday, October 23, 2018
Time: 4:15pm - 7:00pm
Location: TBA
Speaker: Edwin Morrow III, Wealth Strategist, US Bank Private Wealth Management
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Quarterly Chapter Meeting
Tuesday, Oct. 23, 2018
4:15 PM - 7:00 PM 

Optimal Basis Planning
Speaker: Edwin P. Morrow
Event Details
Tuesday, Oct. 23, 2018
4:00 - 4:15 PM - Registration
4:15 - 5:45 PM - Program
5:45 - 7:00 PM - Happy Hour
                      & Networking
21C Museum Hotel
Room - Gallery Two
609 Walnut Street
Cincinnati, OH 45202
Members - $35
Non-Members - $65
Deadline to Register:
Friday, Oct. 19, 2018
Note: refunds will not be given for cancellations received after the deadline. No shows will be billed.
If you have trouble registering online, please contact Misty at 513-554-3074 or email at
Continuing Education Credits
Credits Approved:
OH Ins.
OH Legal
Credits Pending:
KY Legal
About the Program
Mr. Morrow will provide information on how to adapt traditional AB trusts as well as existing irrevocable trusts and LLCs for optimal basis planning. Learn to strategically use the Delaware Tax Trap, formula general powers of appointment and (surprisingly) disclaimers to increase basis. Learn how many clients may also plan "upstream" to achieve basis increases at an older beneficiary's death.
About the Speaker
Edwin P. Morrow III
Wealth Strategist
US Bank, Private Wealth Management
As East U.S. Wealth Strategist, Ed works with local teams and their clients. With the he lp of the client's tax and legal advisors, the teams create customized financial and estate plans, assisting clients as they work toward their goals and financial objectives. Our financial strategies encompass asset allocation, retirement, education, business succession, asset protection and overall wealth planning.
Additionally, Ed serves as a resource for the U.S. Bank Private Wealth Management East U.S team and works closely with market leaders in business development. In this role, Ed will focus on thought leadership (in personal income tax advisory, estate advisory and private business advisory), client events and presentations, mentorship and will serve as a senior resource for complex client situations across the region.
Ed began his career in private law practice focused on tax, trust and estate planning in 1998. Prior to joining U.S. Bank, Ed spent 12 years at Key Bank where he most recently served as a Director in their Family Wealth Consulting Group and served as the Senior National Wealth Specialist in Estate, Business Succession, Charitable and Tax Planning.
Ed is a noted author and speaker (which includes co-authoring the 18thEdition of the Tools and Techniques of Estate Planning, along with co-authors Steve Leimberg, Paul Hood, Jay Katz and Marty Shenkman). He is a Fellow in the American College of Trust and Estate Counsel (ACTEC) and a board certified specialist in estate planning, trust and probate through the Ohio State Bar Association.
Ed resides in Springboro, Ohio with his wife and two daughters and when not working Ed enjoys reading history and historical fiction.
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