Zoom
Estate and Charitable Planning in the New Administration
with Maria Tipton, JD
March 10, 2021
A look into the proposed tax changes under the new Biden Administration and potential estate and charitable planning techniques.
Speaker Bio:
Maria Tipton, JD
Wealth Advisor, Stock Yards Bank & Trust
Building long-term relationships and working closely with clients to define and achieve their goals are what Maria most looks forward to every day. She is proud to work at a local institution that is committed to the community and puts clients’ best interests first. After receiving her Bachelor of Arts degree magna cum laude from the University of Louisville, Maria went on to earn her Juris Doctor magna cum laude from the Louis D. Brandeis School of Law at the University of Louisville.
A Louisville native, Maria is an avid supporter of the local sports teams and is unfailingly loyal to her beloved Cardinals. When not at work or with her family and friends, she enjoys being active and exploring Louisville’s local food scene.
Approved: 1 PT