Trisha L. Baggs, JD, CFP®

Trisha utilizes a variety of estate planning strategies, including:
• Traditional bypass trust and marital deduction planning.
• Life insurance trusts.
• Charitable estate planning.
• Planning for the succession of family businesses.
Trisha works with individuals to address a variety of issues, including:
• Planning for non-traditional families.
• Planning for blended families.
• Planning for minors.
• Dealing with the loss of a spouse or significant other.
• Unwinding a joint plan after a divorce or separation.
Bar Admissions: 2003, State Bar of Arizona
Education and Honors. Arizona State University, B.A., 2000 summa cum laude; Arizona State University College of Law, J.D., 2003 magna cum laude.
Public Service/Honors. Wills for Heroes Foundation, Maricopa County Co-Coordinator, 2006-present; Homeroom Parent, Capitol School, 2004-2007; Volunteer Lawyers Program, Volunteer Lawyer, 2004-2007; Law Clerk, Honorable Michael D. Ryan, Justice, Arizona Supreme Court, 2003-2004; Executive Managing Editor, “Arizona State Law Journal,” 2002-2003.
Professional Activities. State Bar of Arizona, Rules of Professional Conduct Committee Member; State Bar of Arizona, Probate and Trust Law Section; American Bar Association, Real Property, Probate and Trust Law Section; Arizona Women Lawyers Association; Valley Estate Planners; Scottsdale Young Estate Planners; Estate Planners of the East Valley.
Publications. Comment and Legislative Review: Bankruptcy Reform Act of 2001: A Hollow Victory for Creditor-Spouses, 34 Ariz. St. L.J. 967 (2002); Co-Author, Quarles & Brady Trusts & Estates Client Update: Pension Protection Act of 2006, October 2006.