Providing Peace Of Mind

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
- “When a Beneficiary Income Accumulation Trust (BIAT ®) is Superior to a Discretionary or Ascertainable Standard Trust for Asset Protection” IICLE Advanced Asset Protection Webinar | 2024
- “The Benefits of Upstream Support Trust Planning” Club 1865 Webinar | 2024
- “Estate Planning for Income Tax Reduction” Strafford Webinar | 2024
- “Supercharge Your SLAT!” Webinar | 2024
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