Trust Services

Will Hobson and Corliss Taylor, Trust Strategists at Baird Trust, highlighted key trust solutions that may benefit high-net-worth individuals.  With their presentation “Estate Planning: From Beginners to Boomers”, Will and Corliss focused on:

What is Estate Planning:

• Types of estate plans to consider
• Contractual estate planning
• Using trusts in estate plans

SECURE Act and Estate Plans:

• IRAs in estate plans
•  Beneficiaries of IRAs in estate plans
• Trusts as beneficiaries in estate plans