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Trust Services Thumbnail

Trust Services

With Baird Trust soon to be a solution available to clients in September, Mark “Mac” McLennon and Mark Criner, Trust Strategists of Baird Trust, highlight key trust solutions that may benefit your unique financial situation.

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
  • Timeline for trust administration

About the Speakers:

Mark McLennon is a Trust Strategist for Baird Trust, serving in our Milwaukee, Wisconsin location. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. Mark has 20 years of experience in trust administration, estate planning and wealth management. He holds the Certified Financial Planner®, Certified Public Accountant and Personal Financial Specialist designations. Mark also holds financial services industry designations including the Chartered Financial Consultant® and Chartered Life Underwriter®.

Mark McLennon
Trust Strategist

Mark Criner is a Vice President and Trust Strategist for Baird Trust serving from the Scottsdale, Arizona office. He works with Baird Financial Advisors and their clients offering complex trust and estate planning guidance. He has over 20 years of experience in trust and estate administration.

Mark Criner
Trust Strategist

Baird does not offer tax or legal advice.