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Edwin P Morrow III Esq. 1 posts 0 comments

Ed is currently a regional wealth strategist for Huntington Bank Private Wealth Management, analyzing tax, trust and estate planning needs of high net worth and ultra high net worth clients.

Formerly he had similar positions with U.S. Bank Private Wealth and KeyBank's Family Wealth Advisory Group. Prior to that he was in private law practice, concentrating in the estate planning, probate, tax and trust areas. Other experience includes research and writing of legal memoranda for the U.S. District Court of Portland, Oregon as a law clerk. He is a Board Certified Specialist (Ohio State Bar Assn) in Estate Planning, Trust and Probate Law, a Fellow in the American College of Trust and Estate Counsel, a Certified Financial Planner (CFP) and a Certified Mergers and Acquisitions Advisor (CM&AA). He is also a Non-Public Arbitrator for the Financial Industry Regulatory Authority (FINRA).

Ed is a frequent speaker at CLE/CPE courses on asset protection, tax, and various financial and estate planning topics and is a co-author of the 19th Edition of the Tools and Techniques of Estate Planning, along with distringuished co-authors Steve Leimberg and Paul Hood.

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Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee

Edwin P Morrow III Esq. Mar 27, 2023

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use the exemption before it is reduced by half in 2026, the issue of access to SLAT assets is key. Those with sufficient wealth may avoid any…