They will focus on:

The Benefits of Establishing a Trust

• Asset Protection
• Mitigating Estate and Income Taxation
• Confidentiality

 Common Uses of Trusts

• Business Succession
• Trust as an IRA beneficiary/Secure Act
• Philanthropic/Charitable Giving
• Transfer of Digital Assets

 Estate planning concepts and tools

• Components and terminology of a trust (Revocable vs. Irrevocable, Living Trust/Testamentary Trust, Individual Trustee/Corporate Trustee, Federal Estate Tax/Portability)
• Will/Probate/Intestacy
• Power of Attorney/Advanced Healthcare Directive/Tangible Personal Property List

 Relationship of Baird Partners

• Trust Strategist and Financial Advisor
• Pre-Acceptance/Acceptance process and acquisition of testamentary document