Estate Planning for Retirement Benefits in Light of the Secure and Secure 2.0 Acts

Date: Tuesday, December 5, 2023
Time: 12:00pm - 1:00pm
Location: Frost Brown Todd, 301 East Fourth Street, Suite 3300
Speaker: Edwin P. Morrow, III, J.D., LL.M., CFP®

Join us on Tuesday, December 5th at 12:00 PM for our presentation from Ed Morrow, J.D., LL.M., CFP®, Estate Planning for Retirement Benefits in Light of the Secure and Secure 2.0 Acts at the offices of Frost Brown Todd.


Session Description:

This session will cover the basics of the impact of the Secure and Secure 2.0 Acts and proposed regulations that are expected to become final in coming months. We’ll clarify who qualifies as “Eligible Designated Beneficiaries”, why it matters, and outline the two different variations on the 10 Year Rule (pre and post RBD) for mere “Designated Beneficiaries”. 


We’ll cover the Secure 2.0 changes to QCDs and AMBTs, but more importantly, focus on the new paradigm in trust planning for surviving spouses and accumulation and conduit trust designs so often used in blended family situations. 


Lastly, we’ll cover common post-mortem hiccups and solutions in post-mortem administration.

We hope to see you there!


Board of Directors, Cincinnati Estate Planning Council

Event Details


Tues., Dec. 5, 2023



11:45 AM - Registration

12:00 PM - Program

1:00 PM - Adjourn



Members - $15.00

Non-Member - $35.00


Frost Brown Todd

301 East Fourth Street

33rd Floor

Cincinnati, OH 45202


Deadline to Register:

THURSDAY, November 30th

Note: refunds will not be given for cancellations received after the registration deadline.





KY Legal

OH Insurance
OH Legal

Pending CEU Credits


2023-2024 Season Sponsor

We are proud to welcome the

Greater Cincinnati Foundation back as our season sponsor!

Thank you to our Luncheon Sponsor!

Bartlett Wealth Management

About the Presenter

Edwin P. Morrow III, J.D., LL.M., CFP®

Wealth Strategist

Huntington Private Bank


Current Affiliation:

Ed Morrow is a Wealth Strategist for the Huntington Private Bank in their Wealth Advisory Services Group and works with Huntington’s wealth management teams nationwide, advising high net worth clients on how to preserve and transfer their wealth.


Prior Affiliation:

Ed was previously in similar roles for U.S. Bank Private Wealth Management and KeyBank Family Wealth Advisory Group, and in private law practice in Cincinnati, Ohio, concentrating in tax, estate and business planning. While he does not practice law for the bank, he is actively licensed to practice law in Ohio, including with U.S. Tax Court and U.S. District Court for the Southern District of Ohio. Other experience includes drafting trial court opinions for the U.S. District Court of Portland, Oregon as a law clerk.



Ed has his Juris Doctor (J.D.) from the Northwestern School of Law at Lewis and Clark College in Portland, Oregon. He has a master’s degree in business (MBA) from Xavier University in Cincinnati and a master’s degree in tax law (LL.M.) from Capital University in Columbus, Ohio.


Professional Affiliations and Accomplishments:

Ed is a member of the Ohio State Bar Association and its estate planning section, as well as the American Bar Association and its Real Property, Probate and Trust and Tax Sections. Ed was a board‐certified specialist in estate planning and trust law through the Ohio State Bar Association from 2007‐2022 (not renewed in 2023). He is currently a Fellow of the American College of Trust and Estate Counsel (ACTEC), currently serving as Chair of their Employee Benefits committee, and is a member of the Asset Protection committee. He is also a Certified Financial Planner (CFP®) certificant and an approved nonpublic arbitrator for the Financial Industry Regulatory Association (FINRA). He is on the editorial board of the Probate Law Journal of Ohio. He is a frequent writer and speaker on wealth management, tax and asset protection topics nationwide and has been quoted in the New York Times and Wall Street Journal.


Recent Publications:

• Co‐Author, with the late Stephan Leimberg and L. Paul Hood, of Tools and Techniques of Estate Planning, 21st Edition, a comprehensive 1000+ page estate planning guide available through National Underwriter or Amazon.

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