Trust Administration:

Our experienced wealth management and trust professionals can also administer your trust(s), as part of your estate plan, to provide you with significant planning
advantages including:
  • Investment management
  • Asset protection
  • Federal tax savings
  • Extended control and disposition of assets
  • Charitable giving
Stock Yards will manage your trust(s) in the best interest of the beneficiaries  according to the terms of the trust and applicable state laws. We can serve as sole
trustee, co-trustee, successor trustee, or investment manager for trustee of several different types of trusts, including:
  • Revocable Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Charitable Trusts
 

Estate Settlement:

The settlement of your estate can be a long and complicated process. Stock Yards can serve as your executor or as agent for your executor, to help manage the:
  • Probate of your Will with the appropriate court(s)
  • Gathering and valuation of your estate assets
  • Payment of your debts and administration expenses
  • Filing of your personal, fiduciary and estate returns
  • Reporting requirements with the court(s)
  • Distribution of your assets
  Contact Us

(502) 625-1005

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