Nevada Trust Conference App
The below link is the App registration. Registration for the conference required to register for the conference App, Visit us onsite at the Paris for event registration.
April 24 - 26, 2023  ·  Paris Resort & Hotel

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  

Agenda
Monday, April 24
2:00 PM - 6:00 PM
2:00 PM - 6:00 PM
Registration desk open for check in and information
4:00 PM - 6:00 PM
4:00 PM - 6:00 PM
4:00 pm - 6:00 pm Cocktail Reception & Networking 4:30 pm Fireside Chat: Expert Insights into Nevada Trust
Tuesday, April 25
7:00 AM - 6:00 PM
7:00 AM - 6:00 PM
Registration, Check In desk open, click for conference documents
7:30 AM - 8:30 AM
7:30 AM - 8:30 AM
Join our exhibiting Sponsors for Breakfast
8:30 AM - 8:45 AM
8:30 AM - 8:45 AM
Thank you for attending, join us in welcoming our speakers sponsors and attendees to the 2023 Nevada Trust Conference
9:35 AM - 9:45 AM
9:45 AM - 10:35 AM
10:35 AM - 10:40 AM
10:40 AM - 11:30 AM
10:40 AM - 11:30 AM
Qualified Business Stock (QSBS) Planning
11:30 AM - 12:30 PM
11:30 AM - 12:30 PM
Enjoy a full lunch in Champagne 2 with our exhibiting sponsors
11:30 AM - 1:00 PM
1:00 PM - 1:50 PM
1:00 PM - 1:50 PM
Digital Assets: Estate and Tax Planning Considerations
1:00 PM - 3:30 PM
1:00 PM - 3:30 PM
NV Trust Decanting, Case Law Update & the Corporate Transparency Act, with Q&A with the experts.
1:50 PM - 2:40 PM
1:50 PM - 2:40 PM
Digital Assets: The Importance of Regulated Digital Asset Service Providers
2:40 PM - 3:30 PM
2:40 PM - 3:30 PM
California Income Taxation of Trusts & Beneficiaries
3:45 PM - 4:45 PM
3:45 PM - 4:45 PM
QSBS: From Planning to Trust Administration to Tax Compliance
4:40 PM - 5:30 PM
4:40 PM - 5:30 PM
Ethics: Protecting Clients from Scams & Fraud
5:30 PM - 6:30 PM
5:30 PM - 6:30 PM
Join our sponsoring exhibitors for a cocktail and networking reception in Champagne 2
Wednesday, April 26
7:00 AM - 6:00 PM
7:00 AM - 6:00 PM
Registration Desk open for check in and information
7:30 AM - 8:30 AM
7:30 AM - 8:30 AM
Join our exhibiting sponsors in Champagne 2 for breakfast
8:30 AM - 8:45 AM
8:30 AM - 8:45 AM
Welcome to day 2 of Nevada Trust Conference
8:45 AM - 9:35 AM
8:45 AM - 9:35 AM
FEDERAL TAX UPDATE: Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws.
9:45 AM - 10:35 AM
9:45 AM - 10:35 AM
SLATs - Best Practices for Drafting & Funding
10:40 AM - 11:30 AM
11:30 AM - 12:30 PM
11:30 AM - 12:30 PM
Lunch with Exhibitors
11:30 AM - 1:00 PM
1:00 PM - 2:40 PM
1:00 PM - 2:40 PM
Nevada Asset Protection Trusts and NINGS
1:00 PM - 3:30 PM
1:00 PM - 3:30 PM
Cross-Border Trust Planning and Tax Compliance, presentations from 3 experts who will share insights into working cross border planning.
2:45 PM - 3:35 PM
2:45 PM - 3:35 PM
Carried Interest Derivatives Planning Techniques
3:45 PM - 4:35 PM
3:45 PM - 4:35 PM
Where the Rubber hits the Road, Nevada Trust Expert Insights
4:40 PM - 5:30 PM
4:40 PM - 5:30 PM
Ethical Obligations with Individuals, Entity Clients and Lawyers Serving as Client Representatives in Governance Roles
Sponsors
Committee Members
Platinum Sponsors
Gold Sponsors
Bronze Sponsors
Presenters
Course presenters and lecturers

George Pennock

I advise Schwab Wealth Advisory clients in HI, AK, CA, OR and WA on trust, tax and estate planning matters

Ryan Moser

Ryan R. Moser, JD/MBA/LL.M. | CPA | Esq. Director | President | Trust, Investment, and Distribution Committee Member at Seven Post Trust Company

Ann Rosevear

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.

Thomas Monroe

“Our directive, use good judgment, is a basic yet paramount principle demonstrated with every decision we make.”

Robert Armstrong

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.

Jonathan Blattmachr

Listed in The Best Lawyers in America, Jonathan G. Blattmachris a Principal in Pioneer Wealth Partners, in the estate planning advisory group.

Samuel A. Donaldson

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.

Benjamin Edwards

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 Fernandez

Joe is a CPA with over 15 years of experience. He specializes in tax compliance and planning for high-net-worth individuals.

Albert Forkner

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

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

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.

David Handler

David A. Handler heads the Trusts and Estates Practice Group of Kirkland & Ellis LLP.

Enrique Hernandez-Pulido

Enrique provides international tax planning and related international matters, particularly Mexican and U.S.-Mexican legal matters.

Richard S. Kinyon

Richard Kinyon is a partner in the Family Wealth Planning practice group.

Chris Kline

Challenged to develop a way for individuals to directly invest in Bitcoin for retirement, Chris Kline co-founded Bitcoin IRA.

Paul Lee

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

Elise J. McGee advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning.

Michaelle Rafferty

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.

Rodney Read

Rodney Read is a partner in the Tax Practice Group of Baker McKenzie's Houston office.

Timothy Riley

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.

Matthew Saltzman

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 S. Sevilla

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 Simmons

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.

No records found.

Silver Exhibiting Sponsors

Alliance Trust Company

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, an Accutech company

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

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

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

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.

GBank

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

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.

New Edge Security, Inc.

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 Company

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

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

Seven Post Trust Company serves as a trusted fiduciary and advisor to a select group of entrepreneurs, executives, families, and institutions.

TEAM Risk Management

TEAM is the nation’s leading all-in-one payroll and HR solution that is custom-built for trust-paid household staff.

No records found.

ATTENDEES

A total of 140 people have registered so far. The following 140 have opted to share their information.

Abigail Stephenson

Renown Health Foundation
Attorney/planned giving officer

ADAM HOPPE

Crawford Trust Company, LLC
Managing Director

al smith

Charles Schwab Trust Company
SR. Manager, Trust services Consultant

Alan Freer

Solomon Dwiggins, Freer & Steadman Ltd
Attorney

Ana Castellanos

NBA
Office Coordinator

Andi Moser

Eide Bailly LLP
Tax Partner

Andre Sears

Peak Trust Company
Business Development Officer

Andrew Egan

Bressler Amery & Ross Pc
Attorney

Andrew Penney

Sequent Group
Head of Wealth Planning

Andrew Penney

Sequent (North America) LLC
Managing Director, Wealth Planning

Andy Volpp

Whittier Trust Company
Vice President

Angela Gorman

Infovisa
Chief Operating Officer

Arlene Benavides-Mendez

GBank
Senior Business Relationship Associate

Asma Khan

Boyd School of Law - UNLV
Law Student

Austin Howery

Laurel Trust Company
Trust Analyst

Austin Smith

Sandy Bay Capital
Vice President of Sales

Benjamin Edwards

University of Nevada, Las Vegas
Associate Professor of Law

Bianca Slater

Miramar Services, Inc.
Assistant General Counsel

Billie Jo Smith

Digital Trust
Operations Manager

Brian Crume

Charles Schwab Trust Companies of Nevada and Delaware
Director - Investment Management, Special Assets and Alternatives

Brian McQuaid

Maupin, Cox & LeGoy
Attorney

Brittney Mistretta

TEAM RMS
Account Executive

Bryce Rader

Anderson, Dorn & Rader, Ltd.
Attorney

Carl Pierleoni

Sequent (North America) LLC
Director

Cassidy Betschart

Eide Bailly LLP
CPA

Chris Hurtado

Seven Post
Principal

Chris Kline

Bitcoin IRA & Digital Trust
CRO

Cynthia Ling

Law offices of Cynthia S Ling
Attorney

Daniel Gerety

Gerety & Associates, CPAs
President

Daniel Sands

Dunham Trust Company
Director of Trust Investments

Danielle Hart

TEAM Risk Management
Account Executive

Danny Schenker

Whittier Trust Company
AVP, Client Advisor

David Handler

Kirkland & Ellis LLP
Partner

David McCubbins

NewEdge Securities
Sales Trader

David Morris

Alliance Trust Company
Trust Officer

Davion Chism

Hall Capital Partners
Portfolio Manager

Dean Byrne

Whittier Trust Company of Nevada
Nevada Regional Manager, Senior Portfolio Manager

Doug Clark

J. Douglas Clark Attorney at Law Ltd
Attorney

Douglas Lineberry

Fiduciary Counselling Inc.
Chief Trust Officer

Douglas Lineberry

Fiduciary Counselling Inc.
Chief Trust Officer

edgar klee

haynes and boone
partner

Elaine Jenks

Elaine Jenks CPA LLC
CPA

Elaine Serrao

Lobb & Plewe, LLP
Partner

eldridge gray

Seven Post InvestmyOffice
MD

Elise McGee

McDermott Will & Emery LLP
Attorney

Emily Winters

Dunham
Trust Officer

Eric Rodriguez

Bessemer Trust
Principal

G Barton Mowry

Maupin, Cox & LeGoy
Mr

Genevieve Larson

Pisces, Inc.
General Counsel

Gerald Dorn

Anderson, Dorn & Rader, Ltd.
President

Geri TOMICH

Marquis Aurbach
Attorney

Gregory Crawford

Crawford Trust Company, LLC
President & CEO

Gregory Wood

Northern Trust
Senior Vice President

Ian Houston

Whittier Trust Company of Nevada, Inc
VP, Client Advisor

Jacqui Jenkins

First State Trust Company
Chief Fiducuary Officer

James Chisel

McDonald Carano
Attorney

James Okamura

First State Trust Company
President

Janet Moore

Cheetah, an Accutech company
Strategic Alliance & RFP Manager

Jeannette Yazedjian

Sequent (North America) LLC
Director, Wealth Planning

Jennifer Morris

National Care Advisors
Nurse Consultant

Jennifer Portugal

Cheetah, an Accutech company
Relationship Manager

Jennifer A. Cuva

Charles Schwab Trust Company
Director of Trust Administration

Jesse Livingston

First State Trust Company
Director of Trust Services

Jessica Gassler

Alliance Trust Company
Marketing Manager

Jessica Prunty

Prunty Law
Attorney & Owner

Jillian Johnson

Peak Trust Company
Fiduciary Officer

Joe DeGirolamo

Andersen
Managing Director

Joe Sofia

TEAM Risk Management Strategies
Chief Revenue Officer

John Bulloch

Charles Schwab Trust Company
Director

John E Dawson

Dawson Lordahl PLLC
Mr.

John Galvin

Mcdonaldcarano
Attorney

John Gorman

MainStreet Advisors
Managing Director

Joseph Baratta

Bonhams
SVP, Head of Trusts & Estates, Western Region

Joshua Everitt

Seiler LLP
Tax Manager

Juan Posada

Seiler LLP
Senior Tax Manager

Kade Miller

Aguirre Riley, P.C.
Attorney

Kara Trullinger

DF Enterprises
COO/ General Counsel

Karen Kozak

National Care Advisors
VP, Business Development

Karen Sugihara

BNY Mellon
Regional Fiduciary Manager

Kelly Bayless

Laurel Trust Company
Executive Assisatant

Kendal Weisenmiller

Dawson Lordahl Weisenmiller PLLC
Attorney

Kendalynn Mowery

Premier
Business Development Officer

Kevin Ghassomian

Venable LLP
Partner

Kristen Simmons

Simmons Freeman LLC
Partner

Kristin Gifford

Lobb & Plewe
Attorney

Lance McKenzie

McDonald Carano LLP.
Partner

Laurie Bond

Charles Schwab
Exhibit Manager

Liz Paulus

Morgan Stanley
Regional Trust Specialist

Maria Moyer

Miramar Services
Assistant General Counsel

Mark DeBaugh

American Bankers Association
Senior Director, Professional Certifications

Mark Doyle

Bessemer Trust Company of Nevada, N.A.
Managing Director

Mark Haranzo

Holland & Knight LLP
Partner

Mark Knobel

McDonald Carano LLp
Partner

Mark Lobb

Lobb & Plewe, LLP
Managing Partner

Martin Menton

Laurel Trust Company
Trust Officer

Matthew Policastro

Charles Schwab Trust Company
Attorney

Matthew Saltzman

Saltzman Mugan Dushoff PLLC
Managing Shareholder

Melissa Wall

Lauren Trust Company
Trust Operations Manager

Michael Burnstein

Zaffre Law
Attorney

Michaelle Rafferty

Maupin Cox & LeGoy
Mrs.

Michelle Pillsbury

Dunham Trust Company
Trust Officer

Mike Ghazar

UNLV - William S. Boyd School of Law
Law Student

Miranda Zimmerman

Digital Trust
Director of Compliance

Natasha Davis JD LL.M MBA

Alliance Trust Company
Executive Director of Client Development

Nathan Topper

UNLV Boyd School of Law
Student

Nichole King

Peak Trust Company-NV
Fiduciary Trust Officer

Phyllis Gurgevich

NBA
CEO

Rebecca Renzas

CHS Management Group,LLC
General Counsel

Richard Kinyon

Shartsis Friese LLP
Partner

Rob Pitois

Columbia Trust Company
Managing Director

Rob Pitois

Columbia Trust Company
Managing Director

Robert Armstrong

McDonald Carano LLP
Partner

Robert Armstrong

McDonald Carano LLP
Partner

Robert Levy

Whittier Trust
Mr.

Robert Yoder

City National Bank
Senior Trust Officer

Rodney Read

Baker & McKenzie
Partner

Royce Suba

Lyra Management LLC
General Counsel

Ryan Gardner

Howard & Howard
Partner

Ryan Henrich

Fifth third Bank
VP

Ryan Moser

Seven Post Trust Company
President

Ryan Saxe

Saltzman Mugan Dushoff
Shareholder

Sadie Battle

Seiler LLP
Senior Marketing Associate

Sam Donaldson

Georgia State University College of Law
Professor

Sam Linn

Greenway Capital Advisors
VP & Associate General Counsel

Scott Sacchi

First American Trust
SVP, Relationship Manager

Sherry Gabriele

Sherry Gabriele, LLC
owner

Soraya Aguirre

Aguirre Riley, P.C.
Partner

Stefani Pehle

Kalicki Collier
Paralegal

Suan Tan

Northern Trust
Trust Advisor

Sydney Soder

William S. Boyd School of Law
Law Student

Tara Campbell

GBank
COO

Teresa Kenny

Charles Schwab
Managing Director - Personal Trust Services

Thomas Monroe

Laurel Trust Company
President

Tim Bartlett

Laurel Trust Company
Trust Officer

Timothy Riley

Aguirre Riley, PC
Shareholder

Todd Hammond

WSFS/Bryn Mawr Trust
Business Development Officer

Tracy McKenzie

Seven Post Trust Copany
Vice President of Compliance

Tyler Lefky

Bridge trust, co
Counsel

Var Lordahl

Dawson Lordahl Weisenmiller PLLC
Attorney

Wendy Gregogy

Wells Fargo Bank
Senior Vice President/Senior Trust Advisor

No records found.

LOCATION
Paris Resort & Hotel, 3655 Las Vegas Blvd. South, Las Vegas, NV 89109
Map
Location: Paris Resort & Hotel, 3655 Las Vegas Blvd. South, Las Vegas, NV 89109
Conference Area Map
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