PROFESSIONAL ADVISOR SEMINAR

 

Richland County Foundation hosts professional advisor seminar

 

A seminar for attorneys, accountants, insurance agents and other professional advisors sponsored by the Richland County Foundation will be held Thursday, May 21 at the North Central State College Urban Center, 134 North Main Street, Mansfield, from 12 to 4 p.m.

Attorney Edwin P. Morrow, III, Key Private Bank Wealth Strategies manager, will discuss income tax related to trusts. The seminar will cover topics including; Improving on the Basic AB Trust Design, Special Planning Concerns for IRAs and Asset Protection Strategies.

Morrow earned his law degree from Northwestern Lewis & Clark Law School in Portland, OR, a master’s degree in tax law from Capital University Law School in Columbus, and a master’s in business administration from Xavier University Williams College of Business in Cincinnati.

Prior to Key Private Bank, Morrow practiced at Furnier and Thomas, LLP in Cincinnati.  

Attorneys can earn three continuing education credit hours facilitated by the Richland County Bar Association’s Education Committee.The cost is $50 which includes lunch. Registration is due by May 8.

To register online click the "How to Support this Fund" link below.

For more information call the Richland County Foundation 419-525-3020