October Speaker Dinner Meeting - Formula General Power of Appointment - New PLR
Registration for this event is now closed. Please contact the Administrator, Jaci Farina, at admin@pbcepc.org to be placed on the waitlist. Thank you for your support of the Council!
The Palm Beach County Estate Planning Council invites
2022-2023 dues current members to:
Speaker Dinner Meeting
Tuesday, October 18, 2022 at 5:30 PM
North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408
Speaker:
Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®
Huntington National Bank
Topic:
Formula General Power of Appointment - New PLR
Ed is currently a Wealth Strategist for Huntington National Bank, where he concentrates on thought leadership and planning ideas for high net worth clientele in tax, asset protection and estate planning areas. Previously, he was a Director in Key Private Bank’s Family Wealth Advisory Group, analyzing tax, trust and estate planning needs of ultra high net worth clients of Key Private Bank nationwide in conjunction with local teams of credentialled financial planners, trust officers, investment specialists and private bankers.
Ed was previously in private law practice working in taxation, probate, estate and business planning. 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 Fellow of the American College of Trust and Estate Counsel (ACTEC). He is a Board Certified Specialist (through the Ohio State Bar Assn) in Estate Planning, Trust and Probate Law, a Certified Financial Planner (CFP) professional and a Certified Merger & Acquisition Advisor (CM&AA). He is also a Non-Public Arbitrator for the Financial Industry Regulatory Authority (FINRA) and a member of the Editorial Advisory Board of the Probate Law Journal of Ohio.
**Please register by October 11, 2022**
Generously sponsored by:
Diamond Sponsor
