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Distinguished Speaker Series Presents The Secure Act: Trust Income Tax Planning Strategies

  • Tuesday, November 09, 2021
  • 12:00 PM - 1:00 PM
  • Online: Virtual Program

The Secure Act: Trust Income Tax Planning Strategies

Presented by Ed Morrow, Senior Wealth Strategist; Huntington National Bank

Registration Deadline:
Monday, November 8, 2021

Guest fee is $20.00.
Please submit payment to SWFEPC for all guests.

Event Location:
Virtual program via Zoom

Event Time: Noon - 1:00 p.m.

This presentation will focus on planning for retirement plan benefits to preserve the “stretch” IRA or, at least, the best planning method to adopt to the loss of the “stretch” IRA. Mr. Morrow will also discuss Secure Act Change Planning with estate planning options to control post-mortem payouts: “conduit” trusts vs. “accumulation” trusts. Please join us to learn about practical takeaways and solutions under the Secure Act as well as the top 10 mistakes in IRA/trust planning post-Secure Act.


Sponsored by:


Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230