Zach Brien

Zach Brien, CTFA
Vice President Trust Advisor

200 W Vine St

2nd Floor,

Lexington, KY 40507-1620

About me

Background

With over a decade of experience in estate, trust, and wealth transfer planning, Zach helps clients craft the most efficient and effective strategies to address their goals. His experience in Trust Administration allows him to handle fiduciary services for straightforward and complex trust structures. Zach was a practicing attorney* before joining Truist as a Trust Advisor in 2019, and enjoys working closely with clients and their advisors to bring a comprehensive, sophisticated, and practical perspective to address clients’ goals.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

Juris Doctorate and Graduate Diploma in Comparative Law*
Louisiana State University Law Center 2013
Bachelor of Business Administration in Finance
University of Kentucky 2010
Bachelor of Science in Accounting
University of Kentucky 2010

Personal Interests

Zach married his preschool sweetheart, and they spend their time trying to keep up with their three sons. Zach has a passion for helping kids in his community. He serves as a member of the Board of Directors for CASA (Court Appointed Special Advocates) of Lexington and on the Board of Directors for Community Montessori School in Lexington. He is an avid University of Kentucky athletics fan and enjoys camping and hiking in the Appalachian Mountains.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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