Common Contracts
3 similar Fee Agreement contracts
Fee AgreementFee Agreement • December 14th, 2021
Nevada Trusts / Directed Trusts $3,000/Annual Fee The trust document must clearly state IconTrust has no investment responsibility and must indemnify and hold IconTrust harmless for any investment related activity. ☐ Asset Protection Trusts (Self-Settled or Hybrid) ☐ Dynasty Trusts ☐ Nevada Incomplete Gift Non-Grantor Trust (NING) - 3rd party retains all investment discretion ☐ Beneficiary Defective Inheritors Trust (BDIT)* ☐ Other: *IconTrust will accept limited investment responsibility for transactions pertaining to business entities related to the beneficiary or life insurance on the life of the beneficiary. IconTrust will charge a transaction fee for any business entity transactions and will require an independent valuation and opinion letter. Expenses for the valuation and opinion letter willbe passed through to the trust.
Standard Contracts
Fee AgreementFee Agreement • December 14th, 2021
Nevada Trusts / Directed Trusts $3,000/Annual Fee The trust document must clearly state IconTrust has no investment responsibility and must indemnify and hold IconTrust harmless for any investment related activity. ☐ Asset Protection Trusts (Self-Settled or Hybrid) ☐ Dynasty Trusts ☐ Nevada Incomplete Gift Non-Grantor Trust (NING) - 3rd party retains all investment discretion ☐ Beneficiary Defective Inheritors Trust (BDIT)* ☐ Other: *IconTrust will accept limited investment responsibility for transactions pertaining to business entities related to the beneficiary or life insurance on the life of the beneficiary. IconTrust will charge a transaction fee for any business entity transactions and will require an independent valuation and opinion letter. Expenses for the valuation and opinion letter willbe passed through to the trust.
Fee AgreementFee Agreement • December 14th, 2021
Nevada Trusts / Directed Trusts $3,000/Annual Fee The trust document must clearly state IconTrust has no investment responsibility and must indemnify and hold IconTrust harmless for any investment related activity. ☐ Asset Protection Trusts (Self-Settled or Hybrid) ☐ Dynasty Trusts ☐ Nevada Incomplete Gift Non-Grantor Trust (NING) - 3rd party retains all investment discretion ☐ Beneficiary Defective Inheritors Trust (BDIT)* ☐ Other: *IconTrust will accept limited investment responsibility for transactions pertaining to business entities related to the beneficiary or life insurance on the life of the beneficiary. IconTrust will charge a transaction fee for any business entity transactions and will require an independent valuation and opinion letter. Expenses for the valuation and opinion letter willbe passed through to the trust.
