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Senior Vice President,
Argent Trust Company
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.
Families with $30 million to $60 million in low-cost-basis assets must put their chips down on one of two bets: Count on the current high federal estate tax exclusion amounts being extended or wager that they will sunset in 2026.
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