Email

LinkedIn

Timothy G. Barrett, JD

Senior Vice President, Trust Counsel

J.D., Louis D. Brandeis School of Law – University of Louisville
B.A. (English), University of Louisville

Timothy has served with the Kentucky team since joining the Argent’s Louisville office in 2014. He has worked in the financial and estate planning area for over 30 years, including in his law practice and with J.P. Morgan Private Bank and PNC Wealth Management.

As Trust Counsel, Timothy provides strategic fiduciary planning support across Argent Trust Company for new trust development and acquisition. In the Kentucky market, he focuses on trust and estate planning, family office services, strategic wealth transfer, business succession and fiduciary services, including special needs trusts. Timothy creates and delivers tailored proposals that may include the considerable advantages of the Tennessee situs in trust ownership of closely-held business interests, asset protection, community property trusts, and transactional income tax trusts. He uses clients’ last wills and revocable trusts, irrevocable gift and income tax trusts, and grantor retained interest and charitable trusts to minimize income, gift and estate tax recognition, to organize, manage and preserve intergenerational wealth, and to accomplish long-term financial and charitable goals.

Timothy is a frequent speaker on trust strategies, choice of law, taxation, business succession and numerous other subjects for special groups and continuing education conferences. Timothy is vice president of the Metro Louisville Estate Planning Council, past president of the Estate Planning Council of Southern Indiana, a Brandeis Society scholar, a Bingham Fellow, serves on the University of Kentucky Estate Planning Institute Program Planning Committee, and is a member of the State Bar in Kentucky and Indiana.

Timothy’s wife, Trish, is an accomplished fabric artist and yoga instructor, and his son, Spencer, attends the Savannah College of Art and Design studying Architecture. The Barrett’s enjoy their dogs, Bitty and Cleo, hiking and travelling, having bicycled in several states, Canada, Italy and France, hiked the Grand Canyon, and volunteered at the Elephant Nature Park in Chiang Mai, Thailand.

462 South Fourth Street Suite 1200, Louisville, KY 40202

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

READ MORE
Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

READ MORE

Latest News & Resources

Insights

The Morning View: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

Interested in speaking with

one of our experts?