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PRODID:-//hacksw/handcal//NONSGML v1.0//EN
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BEGIN:VEVENT
DTSTART:20181023T201500Z
DTEND:20181023T230000Z
LOCATION:TBA
UID:1701620181023T201500ZChapter Meeting - Optimal Basis Planning
DTSTAMP:20260604T120100Z
DESCRIPTION:\n \n \n     \n      \n \n \n \nQuarterly Chapter Meeting \nTuesday, Oct. 23, 2018  \n4:15 PM - 7:00 PM  \n \n\nOptimal Basis Planning   \nSpeaker: Edwin P. Morrow        \nEvent Details   \n \nDate:   \nTuesday, Oct. 23, 2018  \n  \nTime:   \n4:00 - 4:15 PM - Registration \n4:15 - 5:45 PM - Program \n \n5:45 - 7:00 PM - Happy Hour \n                      & Networking  \n  \n \nLocation:   \n[21C Museum Hotel](https://www.21cmuseumhotels.com/cincinnati/)\nRoom - Gallery Two  \n609 Walnut Street \nCincinnati, OH 45202 \n  \n \nFees:  \n Members - $35 \nNon-Members - $65  \n[New Professionals](https://ui.constantcontact.com/visualeditor/visual_editor_preview.jsp?agent.uid=1131375492715&posCacheBuster=456#NewProfessional)** - $35  \n \n \n  \nDeadline to Register: \nFriday, Oct. 19, 2018  \n \n \nNote: refunds will not be given for cancellations received after the deadline. No shows will be billed.    \n  \nIf you have trouble registering online, please contact Misty at 513-554-3074 or email at cincycouncil@gmail.com \n   Continuing Education Credits   \nCredits Approved: \nCFP\n CPA\n OH Ins.\n OH Legal   \nCredits Pending:\nKY Legal  \n     About the Program   \nMr. 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.\n    About the Speaker  \n \n \nEdwin P. Morrow III\nWealth Strategist\nUS Bank, Private Wealth Management   \n \n \nAs 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. \n  \nAdditionally, 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. \n  \nEd 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. \n  \nEd 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. \n  \nEd resides in Springboro, Ohio with his wife and two daughters and when not working Ed enjoys reading history and historical fiction.         THANK YOU TO OUR SPONSORS  \n2018-2019 Season Sponsor \n \nHospitality Sponsor \n 
SUMMARY:Chapter Meeting - Optimal Basis Planning - Cincinnati Estate Planning Council 
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