Ep 41: Trust and Estate Planning with Brian Simmons of Icon Trust

A few episodes ago we interviewed Gino with Icon Trust. Today we are continuing the conversation with his partner, Brian Simmons. Brian has been in the field for over a decade, accommodating clients with asset protection through trusts.

Icon Trust values being advisor-friendly, encouraging partnerships rather than competition. Instead of trying to get into the world of investments, they focus on trust management and providing asset protection to the clients of financial advisors. On today’s episode, we will be breaking down irrevocable trusts, state laws, market trends, and more.

More about our guest: https://icontrustnv.com/icontrust-officers/

Key Points: 

1:43 – Introducing Brian Simmons of Icon Trust

2:44 – Who is Brian Simmons?

4:08 – FIG’s alliance with ICON Trust

6:57 – Breaking down what a trust is

10:31 – Licensing

12:01 – Irrevocable trusts

16:07 – Identifying opportunities with advisors

17:55 – Advisor friendly trust company

21:41 – What is next in the market?