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Laurie Beth Baird, JD, CFP

Tax Supervisor

Laurie Beth joined the firm in August 2019 to specialize in estate planning, estate and gift tax, and fiduciary and individual income tax. Prior to joining the firm, Laurie Beth worked as a wealth planner at PNC, advising clients on complex estate, tax, and financial planning matters and guiding business owners through the development and implementation of comprehensive exit strategy plans.

Education and Certifications

Laurie Beth earned her Bachelor of Science in English Education from Indiana University Southeast and her juris doctor from the Louis D. Brandeis School of Law, graduating summa cum laude and first in class. Currently, she is pursuing a Certificate in Accounting from the University of Louisville College of Business. Laurie Beth is licensed to practice law in the state of Kentucky and holds the Certified Financial Planner® designation.

Professional Memberships and Activities

Laurie Beth is a member of the Kentucky Bar Association and Louisville Bar Association and the Louisville Estate Planning Council.

Writing/Speaking Engagements

  • Ten Common Estate Planning Mistakes, NAWBO Chapter Meeting 2014
  • The Use of Trusts in Your Estate Plan, University of Louisville Estate Planning Institute 2015; Louis A. Grief Tax Planning Institute 2015
  • When Your Estate Plan Grows Up, University of Louisville Estate Planning Institute 2016
  • Business Succession Planning: Advice to Advantage, University of Louisville Family Business Center Non-Family Executive Roundtable 2018; One Southern Indiana Metro Manufacturing CEO Roundtable 2018

Community Involvement

Laurie Beth serves as a Finance Committee Member for the Waterfront Botanical Gardens, a member of the Board of the Coalition for the Homeless, and as the Secretary of the Bloom Elementary PTA.

Favorites

Family vacation spot: anywhere beach

Movie: The Devil Wears Prada

Music: The Kills

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