August 3, 2021
3 Options in Working with a Directed Trustee

Are you working with a directed trustee and have been given investment discretion within a trust document? This guide breaks down the three simple options of how the lines of communication work between you, ICON, and a financial advisor. Option A - You are the coach. You call the shots (80% of the time) Step […]

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July 20, 2021
3 Ways Financial Advisors Can Offer Trust Services

1. Referral to an Advisor-Friendly Trust Company The easiest way to provide trust services is to partner with an independent advisor-friendly corporate trustee in a tax-favorable jurisdiction that focuses exclusively on the administration of trusts. IconTrust, LLC (ICON) can fill that role. ICON is a Nevada Chartered advisor-friendly trust company. Advisor-Friendly means the trust company […]

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March 5, 2021
5 Quick Tips About a Nevada Asset Protection Trust

A Nevada Asset Protection Trust is a trust you create for your own benefit to protect your assets from potential creditors during your lifetime. Here are five quick tips about Asset Protection Trusts 1. Consider it a Rainy-Day Fund The assets transferred to the trust should be considered a rainy-day fund and should not be […]

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February 24, 2021
America's Most Advisor Friendly Trust Companies 2021

The Winners List The America’s Most Advisor Friendly Trust Companies guide was released this week by The Wealth Advisor, a leading voice in the financial services industry. This guide details 21 of the best non-custodial, non-management trust companies in the industry. IconTrust is the newest company on the list. To view our profile or download […]

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December 17, 2020
Trust Settlement Checklist for Successor Trustees

A trust settlement checklist is a must-have if you have been named as successor trustee on a trust. After the death of an individual, their estate plan needs to be administered. This process is called post-mortem administration and is a series of tasks performed by a fiduciary named in the estate planning documents. The fiduciary […]

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November 14, 2020
What is a Corporate Trustee?

What is a Corporate Trustee? A corporate trustee is a bank or independent trust company that is licensed to act as trustee of a trust. What is a Trustee? A trustee is an individual or company who holds the legal title of trust assets for the benefit of the beneficiaries of a trust. A trustee […]

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November 13, 2020
Key Benefits of Nevada Law for Estate Planning

The following key benefits of Nevada law have made Nevada the top trust jurisdiction in the United States. You do not have to live in Nevada to take advantage of Nevada's favorable trust and tax laws. 1. No State Income Tax - Nevada does not tax individuals or trusts at the state level. 2.Nevada Trusts […]

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November 2, 2020
5 Reasons why Nevada is the #1 Trust State

There is little doubt Nevada has taken over as the top trust jurisdiction in the United States. For years the estate planning community has looked to states like Delaware and Alaska for their favorable tax and asset protection laws. Not anymore. The top estate planners in the country are increasingly using Nevada as their preferred […]

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