Washington Township,
OH
Edwin P. Morrow III is director of wealth transfer and tax strategies for the bank’s Family Wealth Advisory Services Group. He works with local Key Private Bank wealth management teams nationwide, advising high net worth clients on how to preserve and transfer their wealth. He is a frequent writer and speaker on wealth management, tax, and asset protection topics nationwide. Mr. Morrow is a Fellow of the American College of Trusts and Estate Attorneys (ACTEC) and a board-certified specialist in estate planning and trusts through the Ohio State Bar Association. He is also a Certified Financial Planner (CFP) and an approved non-public arbitrator for the Financial Industry Regulatory Association (FINRA). He is a member of the Ohio State Bar’s Estate Planning Section, as well as the American Bar Association’s Real Property, Probate, and Trust and Tax Sections. Mr. Morrow’s most recent articles include “Structuring Estates and Trusts with Disclaimers to Increase Basis: Busting the Myths and the Conventional Wisdom on Disclaimers” (“Estate Planning Review--The Journal”); “Is There a Dark Side to Swap Powers in Irrevocable Trusts?” (“LISI Asset Protection Planning Newsletter”); and “Corrigan v. Testa and Avoiding State Source Income Taxation” (“LISI Income Tax Planning Newsletter”). Mr. Morrow was previously in private law practice in Cincinnati, Ohio, concentrating in taxation, estate, and business planning. Other experience includes drafting court opinions for the U.S. District Court of Portland, Oregon, as a law clerk.
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