Timothy Barrett, Trust Counsel
Timothy Barrett is a senior vice president and trust counsel with Argent Trust Company. His expertise in multiple states for trust and estate planning, family governance, special needs trusts, business succession and wealth transfer furthers Argent's clients' personal and generational financial success.
Prior to Argent, he served as a wealth adviser for J.P. Morgan Private Bank and PNC Private Wealth Management, and had a private law practice focusing on tax, trusts and estate law. Timothy is a graduate of the Louis D. Brandeis School of Law at the University of Louisville.
Timothy is a board member of the Metro Louisville Estate Planning Council, past president of the Estate Planning Council of Southern Indiana, member of the Louisville, Kentucky and Indiana Bar Associations, the University of Kentucky Estate Planning Institute Program Planning Committee, and volunteers for the Center for Women & Family as an advocate and public speaker.
Office: 502.242.7561
Mobile: 502.744.5008
E-mail: TBarrett@ArgentTrust.com
Website: argentfinancial.com
Latest articles by Timothy Barrett, Trust Counsel
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Trusts 101: Why Have a Trust?
retirement Trusts aren't just for very wealthy or complicated estates. They could be helpful for many "average" folks, too. Here are the basics of trusts: what they do, and how they can be used.
By Timothy Barrett, Trust Counsel • Published
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Estate Planning for Single Parents
estate planning How to get started making some of the most important decisions a parent can make.
By Timothy Barrett, Trust Counsel • Published
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How Transfer-on-Death Accounts Can Fit Into Your Estate Planning
retirement Also known as joint accounts, these types of accounts let their owners pass on small estates in a simple way.
By Timothy Barrett, Trust Counsel • Published
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Why You May Need a Pro Trustee: Trust Administration is Not Just Common Sense
retirement Even smart, ethical, well-intentioned trustees could find themselves in trouble, possibly facing a judgment that they could be forced to pay from their own funds.
By Timothy Barrett, Trust Counsel • Published
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How to Choose the Right Trustee for Your Estate
retirement Who is the right person to watch out for your interests after you're gone: A family member, a member of your financial team, a bank, a professional trustee? To find the right answer, ask yourself the right questions.
By Timothy Barrett, Trust Counsel • Published
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Wealthy People Have Smart Financial Habits. But There's More.
Making Your Money Last Having enough money for a sweet retirement takes more than just saving. It takes smart spending and discipline. If you're falling behind, it's time for a financial lifestyle overhaul. Five steps will get you on your way.
By Timothy Barrett, Trust Counsel • Published
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What Makes an Investment Right or Wrong for Your IRA?
investing When you think about IRAs, you're probably thinking stocks and bonds. But private equity investments can open new doors to some retirement savers.
By Timothy Barrett, Trust Counsel • Published
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Is Your Child at Risk of Catching 'Affluenza'?
retirement Kids from wealthy families aren't immune to behavioral problems. In fact, in some ways, they may be more at risk. As we see with the case of Ethan Couch, the consequences can be severe.
By Timothy Barrett, Trust Counsel • Published
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Art ‘Investors’: Are You Collecting Art or Merely Decorating?
Smart Buying There’s a difference between the two. Before you buy or sell a piece of art, consider some guidelines on authentication and what might make one piece of art valuable, and another merely a nice complement to your sofa.
By Timothy Barrett, Trust Counsel • Published
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How to Plan Ahead for a Disabled Child’s Inheritance
retirement If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A Supplemental Needs Trust could be the answer.
By Timothy Barrett, Trust Counsel • Published