Hilliard Lyons Trust Company, LLC

Hilliard Lyons Trust Company, LLC

Make the road ahead a little smoother for your loved ones

Effective estate planning allows you to maintain your current lifestyle while transferring your wealth to the next generation or charity. Careful planning allows you to minimize the impact of taxes on your estate and can also protect your assets from unexpected health, personal and business risks.

When you have a substantial amount of wealth, transferring your assets to your loved ones can be complicated. You need a wealth transfer plan that takes into account the hopes and dreams you have for your family, any special needs they may have, your philanthropic goals, and the amount of money you need to retain for your own purposes.

Hilliard Lyons Trust Company can help you sort through the myriad of wealth transfer strategies that can help you maximize the value of your estate, and achieve your desired goals.

An overview of Hilliard Lyons Trust Company, LLC

  • Hilliard Lyons Trust Company provides asset management, estate planning,wealth transfer tax planning, and trust services to high net-worth clients
  • Hilliard Lyons Trust Company is one of the largest regional trust companies with approximately $10.5 billion in assets and offices in Louisville, KY; Cincinnati, OH; and Evansville, IN
  • HilliardLyonsTrustCompanyisstaffedbyamulti-disciplinaryteamof approximately 50 professionals. They include estate planners, trust and estate administrators and investment professionals
  • Ourprofessionalshaveanaverageofapproximately23yearsofindustry experience, and 14 years with Hilliard Lyons

Hilliard Lyons Trust Company provides asset management, trust administration and estate planning services for a wide array of high net-worth clients and institutions. Our services include:

Investment Services

  • Assess client needs
  • Assist in preparing the Investment Policy Statement
  • Structure portfolio asset allocation based on risk profile of the client
  • Monitor & review client portfolios

Trust & Estate Administration

  • Administer trusts according to the terms of the document
  • Collaboratewithclients’ Income Tax and Estate Planning advisors
  • Suggest and implement gifting strategies
  • Manage IRA distribution requirements
  • Provide bill payment services
  • Performestatesettlement services

Estate Planning

  • Consult with clients and their advisors to develop a comprehensive estate plan
  • Review existing plans to ensure they accomplish clients’ objectives
  • Work with estate and business planning concepts such as Family Limited Partnerships, Limited Liability Companies and Irrevocable Life Insurance Trusts

Why Choose Hilliard Lyons Trust Company for Your Estate Planning Solution?

We offer personalized insight into sophisticated estate planning techniques, including gifting strategies, family trust structure and planning, and charitable planning including private foundations and charitable trusts. With the right plan, you can create the legacy you choose and make the transfer of your wealth more rewarding and less challenging.

Contact Hilliard Lyons Trust Company, LLC Today

To obtain additional information about estate planning or trust administration, contact Hilliard Lyons Trust Company or your Wealth Advisor today. Our professionals will work closely with you to meet your estate and wealth transfer planning needs.

Hilliard Lyons Trust Company, LLC

500 W. Jefferson St. | Suite 700

Louisville, KY 40202

502-588-8400 | 888-878-7845

312 Walnut St. | Suite 3120

Cincinnati, OH 45202

513-345-5251 | 800-884-1750

110 Main St.

Evansville, IN 47708

812-428-5147 | 888-426-1481

[email protected]

J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons) and Hilliard Lyons Trust Company, LLC are affiliated companies. Securities offered by Hilliard Lyons. Neither Hilliard Lyons nor Hilliard Lyons Trust Company provide individualized tax, accounting or legal advice. This piece is intended for general educational purposes. Please consult your accountant or attorney for personal tax, accounting or legal advice.

© 2018 J.J.B. Hilliard, W.L. Lyons, LLC.

hilliard.com

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