Providing Peace Of Mind

Edwin P. Morrow

Edwin P. Morrow

  • Attorney

Biography

Edwin is a legal professional with a distinguished background in tax law, having transitioned his focus to specialize in estate planning and trust law. Holding the prestigious designation of Certified Mergers and Acquisitions Advisor®, Edwin also serves as a non-public FINRA arbitrator and holds the esteemed position of Fellow at The American College of Trust and Estate Counsel.

Renowned nationally, Edwin is among the most sought-after experts in the field, known for his depth of knowledge and expertise. He co-authored the acclaimed publication, “The Tools & Techniques of Estate Planning,” a foundational resource utilized for the Certified Trust Financial Advisor designation.

Education

  • Xavier University – Williams College of Business
    • M.B.A., Business – 2008
  • Capital University Law School, Columbus, Ohio
    • LL.M., Tax Law – 2000
  • Lewis and Clark Law School, Portland, Oregon
    • J.D. – 1998
  • Stetson University
    • B.A. – 1990
    • Major:
      History

Professional Associations

  • Accredited Estate Planner® (Distinguished) Nominee | NAEPC Estate Planning Hall of Fame® Class of 2025

Practice Areas

  • Estate Planning
  • Estate + Trust Administration
  • Corporate Law

Bar Admissions

  • Ohio

Certifications

  • Certified Mergers and Acquisitions Advisor®
  • Certified Financial Planner® | 2009

Webinars + Podcasts

Speaking Engagements

  • “Ballots and Beneficiaries: Navigating Estate Planning in an Election Year” Northwest Suburban Estate Planning Council Meeting | 2024
  • “Taxation of Early Trust Terminations and Substantial Amendments to Irrevocable Trusts” Palm Beach County Estate Planning Council Meeting | 2024
  • “Trust Modifications and Trust Terminations: Unintended Tax Consequences and How to Avoid Them” 50th Annual Notre Dame Tax & Estate Planning Institute Seminar | 2024
  • “GPOAs and BDOTs: Tax and Basis Planning” Wealth Counsel Symposium | 2024
  • “Upstream Planning and Optimizing Basis Increase” Lake County Estate Planning Council Seminar | 2024

Blogs + Published Works