Trust Services
Personal approach. Customized Solution.
Trusts play a key role in a variety of estate plans, but each estate plan is unique to the individual client. The Trust Services offered at The Bank of Kentucky are uniquely tailored according to each client's stated desires for their wealth managed by their Trusts. Our staff includes professionals in administration, investments and law who manage economic conditions and tax law changes into your plan while also ensuring your family is provides with the planning you intend.
We serve as Fiduciary for a variety of trusts including:
• Grantor (Living) Trusts
• Special Needs Trusts
• Irrevocable Trusts
• Testamentary Trusts
• Custodial Accounts
While we do not take the place of your attorney or accountant, we can act as a trusted member on your team of advisors to serve the needs of you and your family. We will sit down with you and your team to:
• Review current accounts and ownership
• Recommendations on completing an estate plan
• Review of taxes associated with trust distributions
• review of tax consequences of custodial accounts
• Strategies to uphold your living trust wishes after your death
For more information, please contact:
Jessica A. Nielsen, Esq. Vice President/ Trust Officer
Phone (859) 372-2353
jnielsen@bankofky.com