The Personal Difference

Hilliard Lyons Trust Company has been serving client’s fiduciary needs since 1984. We are now the largest state-chartered trust company in Kentucky and one of the larger regional trust companies in the country. With administrative offices in Cincinnati, Ohio and Evansville, Indiana we continue to expand into new locations allowing us to provide personalized wealth management service to a broader base of clients.

Although our home office is in Louisville, Kentucky, clients in all markets have a local contact as their Hilliard Lyons Wealth Advisor remains active as the client team’s relationship manager. In this role, the Wealth Advisor is able to draw on the expertise of trust company and other home office professionals from a variety of disciplines to address a client’s various needs.

Because we value the personal relationships we foster with our clients including the beneficiaries of the families we serve, we are committed to making a client’s full team accessible for regular face-to-face meetings. Our clients should never feel like they are being served through a regional call center as they might with other corporate fiduciaries.

The staff of the Hilliard Lyons Trust Company includes trust professionals serving in administrative, investment, and planning roles. Our clients also have access to a financial planning group, an experienced investment banking team, and insurance strategy professionals. Providing this comprehensive range of wealth management services helps satisfy the varying needs of our clients.

We also offer estate settlement services through dedicated professionals experienced in managing the estate settlement process.

Hilliard Lyons Trust Company wants to be your client’s trusted fiduciary and your trusted partner in successfully implementing your client’s plans.

Hilliard Lyons Trust Company, LLC serves as trustee and as agent for trustee of numerous types of trusts, including revocable living trusts, charitable remainder trusts, life insurance trusts, total return trusts, marital trusts, and credit shelter trusts.

If you would like to learn more about how Hilliard Lyons Trust Company might help you and your clients, please feel free to contact your local Hilliard Lyons branch office or one of our experienced trust and estate planners directly.

An Overview of Hilliard Lyons Trust Company, LLC:

  • Over $10.5 billion in client assets
  • Over 50 trust professionals including individuals holding CFP®, CFA®, and CTFA® designations
  • Our professionals have an average of 23 years of industry experience and 14 years with Hilliard Lyons.

Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your situation.

We have experience with a variety of trust and estate planning strategies including:

  • Asset protection trust Planning
  • Charitable trust planning
  • Planning with IRA and qualified account assets
  • Business succession planning
  • Advanced gift planning

Hilliard Lyons Trust Company, LLC Estate Planners

Willis W. Hobson, JD[email protected] 502.588.8655

James W. Turner, JD, LLM, CFP®[email protected] 502.588.1218

Chris Staples, JD[email protected] 502.588.1765

Jeff Uhling, JD, LLM[email protected]502.588.8466

Hilliard Lyons Trust Company, LLC

500 W. Jefferson St. | Suite 700

Louisville, KY 40202502-588-8400 | 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]

trust.hilliard.com

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