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.

Renown Health Foundation
Attorney/planned giving officer

Crawford Trust Company, LLC
Managing Director

Charles Schwab Trust Company
SR. Manager, Trust services Consultant

Solomon Dwiggins, Freer & Steadman Ltd
Attorney

NBA
Office Coordinator

Eide Bailly LLP
Tax Partner

Peak Trust Company
Business Development Officer

Bressler Amery & Ross Pc
Attorney

Sequent Group
Head of Wealth Planning

Sequent (North America) LLC
Managing Director, Wealth Planning

Whittier Trust Company
Vice President

Infovisa
Chief Operating Officer

GBank
Senior Business Relationship Associate

Boyd School of Law - UNLV
Law Student

Laurel Trust Company
Trust Analyst

Sandy Bay Capital
Vice President of Sales

University of Nevada, Las Vegas
Associate Professor of Law

Miramar Services, Inc.
Assistant General Counsel

Digital Trust
Operations Manager

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

Maupin, Cox & LeGoy
Attorney

TEAM RMS
Account Executive

Anderson, Dorn & Rader, Ltd.
Attorney

Sequent (North America) LLC
Director

Eide Bailly LLP
CPA

Seven Post
Principal

Bitcoin IRA & Digital Trust
CRO

Law offices of Cynthia S Ling
Attorney

Gerety & Associates, CPAs
President

Dunham Trust Company
Director of Trust Investments

TEAM Risk Management
Account Executive

Whittier Trust Company
AVP, Client Advisor

Kirkland & Ellis LLP
Partner

NewEdge Securities
Sales Trader

Alliance Trust Company
Trust Officer

Hall Capital Partners
Portfolio Manager

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

J. Douglas Clark Attorney at Law Ltd
Attorney

Fiduciary Counselling Inc.
Chief Trust Officer

Fiduciary Counselling Inc.
Chief Trust Officer

haynes and boone
partner

Elaine Jenks CPA LLC
CPA

Lobb & Plewe, LLP
Partner

Seven Post InvestmyOffice
MD

McDermott Will & Emery LLP
Attorney

Dunham
Trust Officer

Bessemer Trust
Principal

Maupin, Cox & LeGoy
Mr

Pisces, Inc.
General Counsel

Anderson, Dorn & Rader, Ltd.
President

Marquis Aurbach
Attorney

Crawford Trust Company, LLC
President & CEO

Northern Trust
Senior Vice President

Whittier Trust Company of Nevada, Inc
VP, Client Advisor

First State Trust Company
Chief Fiducuary Officer

McDonald Carano
Attorney

First State Trust Company
President

Cheetah, an Accutech company
Strategic Alliance & RFP Manager

Sequent (North America) LLC
Director, Wealth Planning

National Care Advisors
Nurse Consultant

Cheetah, an Accutech company
Relationship Manager

Charles Schwab Trust Company
Director of Trust Administration

First State Trust Company
Director of Trust Services

Alliance Trust Company
Marketing Manager

Prunty Law
Attorney & Owner

Peak Trust Company
Fiduciary Officer

Andersen
Managing Director

TEAM Risk Management Strategies
Chief Revenue Officer

Charles Schwab Trust Company
Director

Dawson Lordahl PLLC
Mr.

Mcdonaldcarano
Attorney

MainStreet Advisors
Managing Director

Bonhams
SVP, Head of Trusts & Estates, Western Region

Seiler LLP
Tax Manager

Seiler LLP
Senior Tax Manager

Aguirre Riley, P.C.
Attorney

DF Enterprises
COO/ General Counsel

National Care Advisors
VP, Business Development

BNY Mellon
Regional Fiduciary Manager

Laurel Trust Company
Executive Assisatant

Dawson Lordahl Weisenmiller PLLC
Attorney

Premier
Business Development Officer

Venable LLP
Partner

Simmons Freeman LLC
Partner

Lobb & Plewe
Attorney

McDonald Carano LLP.
Partner

Charles Schwab
Exhibit Manager

Morgan Stanley
Regional Trust Specialist

Miramar Services
Assistant General Counsel

American Bankers Association
Senior Director, Professional Certifications

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

Holland & Knight LLP
Partner

McDonald Carano LLp
Partner

Lobb & Plewe, LLP
Managing Partner

Laurel Trust Company
Trust Officer

Charles Schwab Trust Company
Attorney

Saltzman Mugan Dushoff PLLC
Managing Shareholder

Lauren Trust Company
Trust Operations Manager

Zaffre Law
Attorney

Maupin Cox & LeGoy
Mrs.

Dunham Trust Company
Trust Officer

UNLV - William S. Boyd School of Law
Law Student

Digital Trust
Director of Compliance

Alliance Trust Company
Executive Director of Client Development

UNLV Boyd School of Law
Student

Peak Trust Company-NV
Fiduciary Trust Officer

NBA
CEO

CHS Management Group,LLC
General Counsel

Shartsis Friese LLP
Partner

Columbia Trust Company
Managing Director

Columbia Trust Company
Managing Director

McDonald Carano LLP
Partner

McDonald Carano LLP
Partner

Whittier Trust
Mr.

City National Bank
Senior Trust Officer

Baker & McKenzie
Partner

Lyra Management LLC
General Counsel

Howard & Howard
Partner

Fifth third Bank
VP

Seven Post Trust Company
President

Saltzman Mugan Dushoff
Shareholder

Seiler LLP
Senior Marketing Associate

Georgia State University College of Law
Professor

Greenway Capital Advisors
VP & Associate General Counsel

First American Trust
SVP, Relationship Manager

Sherry Gabriele, LLC
owner

Aguirre Riley, P.C.
Partner

Kalicki Collier
Paralegal

Northern Trust
Trust Advisor

William S. Boyd School of Law
Law Student

GBank
COO

Charles Schwab
Managing Director - Personal Trust Services

Laurel Trust Company
President

Laurel Trust Company
Trust Officer

Aguirre Riley, PC
Shareholder

WSFS/Bryn Mawr Trust
Business Development Officer

Seven Post Trust Copany
Vice President of Compliance

Bridge trust, co
Counsel

Dawson Lordahl Weisenmiller PLLC
Attorney

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
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