The NBA Trust Committee will host the 2023 Nevada Trust Conference for estate planning professionals, offering top level education and professional development opportunities and socialization.
Industry leading experts will gather in Las Vegas to present timely topics impacting the responsibilities of attorneys, trust officers, accountants, and wealth management professionals across the country. Educational sessions focus on topics covering broad industry trends and challenges as well as provide insider insight into Nevada’s unique trust environment. Live and interactive sessions will provide up to 16 hours of CE and CLE credits for a variety of credentials and jurisdictions
The presenters will separate fact from myth regarding the accessibility and responsiveness of the jurisdiction and provide experienced insight Nevada’s utility and opportunity to provide certainty and flexibility for your clients and their families.
WHO SHOULD ATTEND • High-net-worth investment advisors • Financial planners • Estate planning attorneys • Trust officers • CPAs/accountants
I advise Schwab Wealth Advisory clients in HI, AK, CA, OR and WA on trust, tax and estate planning matters
Ryan R. Moser, JD/MBA/LL.M. | CPA | Esq. Director | President | Trust, Investment, and Distribution Committee Member at Seven Post Trust Company
Ann Rosevear is President of Dunham Trust Company, overseeing trust administration and corporate matters. She serves on NBA's Trust Committee and as President of the Estate Planning Council of No. NV.
“Our directive, use good judgment, is a basic yet paramount principle demonstrated with every decision we make.”
Robert Armstrong is a third-generation Nevadan with unmatched expertise advising high net worth clients and family trust companies on Nevada’s trust, estate and tax planning legal and regulatory landscape.
Listed in The Best Lawyers in America, Jonathan G. Blattmachris a Principal in Pioneer Wealth Partners, in the estate planning advisory group.
Professor Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.
Professor Edwards earned his law degree from Columbia Law School and clerked for Judge Samuel H. Mays, Jr. of the U.S. District Court for the Western District of Tennessee.
Joe is a CPA with over 15 years of experience. He specializes in tax compliance and planning for high-net-worth individuals.
Albert Forkner is the CEO of Fortress Trust, a Nevada trust company focused on supporting NFT creator and innovator strategies including secure custody solutions.
Alan Freer is a member of the firm's management committee, where he focuses his practice primarily on trust and estate litigation. Alan also handles all aspects of trust and estate administration.
Paul Frimmer focuses on estate planning, wills and trusts, probate and trust administration, postmortem tax planning, probate litigation, art law, charitable giving, and tax issues relating to these matters.
Enrique provides international tax planning and related international matters, particularly Mexican and U.S.-Mexican legal matters.
Challenged to develop a way for individuals to directly invest in Bitcoin for retirement, Chris Kline co-founded Bitcoin IRA.
Paul S. Lee is the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is an Executive Vice President and Managing Director of the company.
Elise J. McGee advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning.
Michaelle DiGrazia Rafferty (“Michaelle”) is a shareholder attorney in the law firm of Maupin, Cox & LeGoy, practicing primarily in matters of high net worth and ultra high net worth estate and gift tax planning.
tim@aguirreriley.com Tim has worked in the legal industry for 17 years. He is one of the two founders of Aguirre Riley, P.C, and serves as the firm’s managing partner.
Mr. Matthew Saltzman has developed a corporate law practice focused on financial institution and administrative law. He assists businesses in their formation, licensing and governance matters.
Elizabeth has over 25 years of experience. She has spent the vast majority of her career with individual taxation and is a leader in the firm’s Trust & Estate Practice.
Kristen E. Simmons is a founding member of Simmons Freeman LLC in Las Vegas, Nevada and practices in the areas of estate, business and asset protection planning.
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Alliance Trust Company of Nevada works with professionals locally, nationally, and internationally to provide trustee services that benefit from Nevada’s favorable asset protection and tax laws.
Cheetah Inc., a business unit of Accutech Systems Corp., provides software solutions for wealth managers focused on growing their business and building revenue.
Bryn Mawr Trust provides a variety of services designed to help ensure that your trust is efficiently administered to help grow, protect, and preserve wealth for future generations.
Crawford Trust Company, LLC - Led by Nevada trust company pioneer and veteran Greg Crawford, Crawford Trust specializes in complex estate planning and optimization.
Dunham Trust Company is a privately held trust company. It is licensed in the states of Nevada and Colorado and is regulated by the state of Nevada, Department of Business and Industry, Financial Institutions Division.
Fifth Third Institutional Trust & Custody
Fifth Third Institutional Trust & Custody - For more than a century, we’ve helped institutional investors grow, manage, and protect their assets by delivering flexible solutions with a superior level of service and unmatched value.
Founded in 2007, GBank operates two full-service commercial branches in Las Vegas, Nevada, with primary lending activities focused on engaging clients in NV, CA, UT and AZ.
National Care Advisors is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis and case management services to attorneys, financial planners, trustees and their client families.
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 30 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients.
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals, and families.
Peak Trust Company serves estate planners looking for a professional trustee, who want reliable and accessible expertise to help them with their client’ complex trust plans.
Seven Post Trust Company serves as a trusted fiduciary and advisor to a select group of entrepreneurs, executives, families, and institutions.
TEAM is the nation’s leading all-in-one payroll and HR solution that is custom-built for trust-paid household staff.
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A total of 140 people have registered so far. The following 140 have opted to share their information.
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