2024 Nevada Trust Conference
Nevada Bankers Association is pleased to host the 2024 Nevada Trust Conference offering top level education, professional development opportunities and networking.
April 29, 2024 - June 01, 2024  ·  Caesars Palace, Las Vegas

HOTEL:  Rooms are available at Caesars Palace; however, our room block is sold out. 

Industry leading experts will gather in Las Vegas to present timely topics for attorneys, trust officers, accountants, and wealth management professionals across the country.  Educational sessions focus on broad industry trends and challenges as well as provide expert insight into Nevada’s unique trust environment. Live and interactive sessions will provide 20+ 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 into Nevada's unique trust environment, while providing a 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 • Private bankers • CFPs, • CTFAs • Wealth managers.

Continue Education - We anticipate up to 20 CE hours for most designations, inclusive of 2 Ethic Credits. Nevada Bankers Association has assembled some of the nation's leading experts on trust and estate planning. Continuing legal education credit will be applied for in California, Nevada, and Utah. We are also seeding continuing education credit approval for CTFAs and CFPs. Materials detailing the presentations, including speaker biographies and presentation summaries, sufficient for self-reporting continuing education credit for CPAs will be provided. For past presentations by these presenters, continuing education credit has also been available for other credentials. If you are seeking continuing education credit for credentials other than those mentioned above, we urge you to reach out to the governing body of the applicable credential to determine if credit is available. We cannot guarantee that credit will be available in all cases or that the current year's field of study will be applicable to your area of specialty or valid continuing education for your credential.

Agenda
Monday, April 29
11:00 AM - 6:00 PM
11:00 AM - 6:00 PM
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
Nevada Trust Panel - Discretionary Distribution Decisions
2:00 PM - 2:50 PM
2:00 PM - 2:50 PM
A look at all the big cases, rulings, regulations, and (if any) legislation since the 2023 Conference
2:50 PM - 3:10 PM
2:50 PM - 3:10 PM
3:10 PM - 4:00 PM
3:10 PM - 4:00 PM
When properly prepared a fiduciary accounting will provide transparency into the administration of a trust or estate, which can satisfy the beneficiary or lead to litigation.
4:00 PM - 5:00 PM
4:00 PM - 5:00 PM
Will learn about pig butchering scams & frauds costing Americans billions of dollars annually. About the governing standards of conduct for brokers, registered investment advisers, and lawyers. About appropriate responses to possible scams and frauds.
5:00 PM - 6:00 PM
Tuesday, April 30
7:30 AM - 8:30 AM
8:30 AM - 9:30 AM
8:30 AM - 9:30 AM
A review of specific CTA requirements when trusts and estates contain reporting companies, unresolved areas, a decision tree example when a trust or estate are involved, and application of the decision tree to selected examples.
9:30 AM - 10:20 AM
9:30 AM - 10:20 AM
An overview and update of recent events affecting Nevada trust law, including: legislation, notable court rulings, and trends regarding contested administration and litigation proceedings.
10:20 AM - 10:35 AM
10:20 AM - 10:35 AM
10:35 AM - 11:25 AM
10:35 AM - 11:25 AM
“This session will review the changes and updates from the 2023 Nevada Legislative session as well as review of recent Nevada case law impacting trusts and estates.”
11:25 AM - 12:15 PM
11:25 AM - 12:15 PM
Will cover tax planning opportunities and traps for each of the three major entity forms: C corporations, S corporations, and partnerships.
12:15 PM - 1:15 PM
12:15 PM - 1:15 PM
1:20 PM - 2:10 PM
1:20 PM - 2:10 PM
How do corporate fiduciaries evaluate potential trustee opportunities? And how should advisors and their clients evaluate corporate trustees, particularly in light of recent developments?
This presentation will survey common and uncommon philanthropic options, including private foundations, supporting organizations, social welfare organizations, and DAFs, and outline the pros and cons of each and when certain strategies may work best.
Will provide an overview of U.S. tax law as applied to non-U.S. taxpayers, the classification of trusts for U.S. tax purposes, and planning techniques with respect to the use of U.S. based trusts for cross border families, investors and business owners.
2:15 PM - 3:05 PM
2:15 PM - 3:05 PM
Understanding the rules and opportunities involving Qualified Small Business Stock (QSBS) has become imperative in trust tax planning. This discussion covers advanced planning considerations surrounding QSBS.
This course will provide practical guide to U.S. tax reporting obligations of US beneficiaries of foreign trusts and non-grantor trusts, including filing Forms 3520 and 3520-A.
Evaluating the Impact of Divorce on Irrevocable Spendthrift Trusts.
3:10 PM - 4:00 PM
3:10 PM - 4:00 PM
Specific cultural, communication and cross border legal and tax considerations that practitioners, trustees and other professional services providers will encounter while working with HNW and UHNW Mexican families.
Secrets of Successful Families: Creating a Legacy.
Basics of State Income Taxation of Trusts; Trade-Offs Between Federal Estate Tax and State Income Tax in Determining Choice of Trust; Comparing Planning Choices in High vs. Low State Tax Jurisdictions; Update on Incomplete Non-Grantor Trusts
4:00 PM - 5:00 PM
4:00 PM - 5:00 PM
Learn about common ethical issues facing attorneys in trust & estates practice. Focus on the American Bar Association's Model Rules of Professional Conduct and how they apply to ethical dilemmas faced by trust & estates attorneys.
Wednesday, May 1
7:30 AM - 8:30 AM
8:30 AM - 9:30 AM
8:30 AM - 9:30 AM
This presentation will discuss partnership planning ideas that: (i) address common and identifiable client situations, (ii) are understandable, straightforward, and actionable; and (iii) provide superior results for clients.
9:30 AM - 10:20 AM
9:30 AM - 10:20 AM
Use of Derivatives and Private Options in Estate Planning. Discuss and explain private options and private derivative and how they can be used to transfer wealth when other techniques will not work.
10:20 AM - 10:35 AM
10:20 AM - 10:35 AM
10:35 AM - 11:25 AM
10:35 AM - 11:25 AM
Reality versus Scary Theory: What’s really going on these days in Estate and Gift Tax Audits, and Approaches to Avoid Turning a Sunny Day (good result) into a Cloudy One (bad result)
11:25 AM - 12:15 PM
11:25 AM - 12:15 PM
Discuss the uses and benefits of SLATs, and the pitfalls such as reciprocal trusts and gift splitting rules.
12:15 PM - 1:15 PM
12:15 PM - 1:15 PM
1:20 PM - 2:10 PM
1:20 PM - 2:10 PM
Summary of the crypto disasters of 2022 and 2023. Analysis of the core issue in those disasters. How regulations and regulators help prevent those disasters.
This presentation will delve into the analysis a trustee should undertake to understand and contemplate the potential issues that can be associated with such characteristics and provisions when designing and implementing an investment plan for a trust.
2:15 PM - 3:05 PM
2:15 PM - 3:05 PM
Part I, we discuss and analyze the tax considerations trustees may face with respect to multijurisdictional relationships and offer strategies to minimize troubling nexuses.
The impact of trusts on bankruptcy and vice versa. How the design and funding of trusts impact the protections trusts may provide for divorce and other creditor purposes.
3:10 PM - 4:00 PM
3:10 PM - 4:00 PM
Part II, we consider the operational and regulatory risks trustees should consider when administering trusts with multi-jurisdictional touch points.
Planning for the best fiduciary income tax outcome when there are CA beneficiaries can be very perplexing. Unlike most states, CA taxes trusts based not only when the trustee resides in CA but also when the beneficiaries are tax residents of California.
The impact of trusts on bankruptcy and vice versa. How the design and funding of trusts impact the protections trusts may provide for divorce and other creditor purposes.
4:05 PM - 4:55 PM
4:05 PM - 4:55 PM
An engaging conversation covering current developments affecting trust administration and fiduciary decisions, including views and discussion on beneficiary notices/consents, confidentiality, tax considerations, and the Nevada planning environment.
5:00 PM
5:00 PM
Refer to each session for individual presentations and handouts or view the entire collection here.
Presenters
Partner
McDonald Carano Law Firm
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.
Senior Vice President of Trust and Estate Services
Capital Bank & Trust Company
Stacey Delich-Gould is a senior vice president of trust and estate services for Capital Group Private Client Services / Capital Bank and Trust Company, focusing on trust, estate, tax, and personal planning matters.
Professor of Law
Georgia State University
Sam Donaldson a Professor of Law at Georgia State University in Atlanta. He teaches several tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility.
J.D., Associate Professor of Law
William S. Boyd Law School
Benjamin Edwards joined the faculty of the William S. Boyd School of Law in 2017. He researches and writes about business and securities law, corporate governance, arbitration, and consumer protection.
CPA, Partner
Seiler LLP
Joe is a CPA with over 15 years of experience. He specializes in tax compliance and planning for high-net-worth individuals.
Partner, Attorney
Solomon Dwiggins Freer & Steadman
Alan Freer is a member of the firm's management committee, where he focuses his practice primarily on trust and estate litigation. Alan handles all aspects of trust and estate administration, representing beneficiaries and fiduciaries in contested matters
Partner
Hall & Diana LLC
Martin Hall's is a founding partner of Hall & Diana LLC. He was previously with Ropes & Gray LLP for 37 years. His legal practice is concentrated in the areas of wealth management, estate planning, trust and estate administration, and charitable giving.
Vice President, National Business Development Officer
Bryn Mawr Trust Company
Todd is responsible for the sales of Personal Trust services and marketing of the asset management business. He has over 13 years of experience in Personal Trust.
Partner
Kirkland and Ellis
David is a fellow of the American College of Trust and Estate Counsel, member of the NAEPC Estate Planning Hall of Fame, the Chicago Estate Planning Council, and the professional advisory committees of several non-profit organizations.
Partner, Chair Emeritus
Harrison, LLP
Louis S. Harrison has long been recognized as one of the premier estate planning attorneys in the country. A founding partner of Harrison LLP – one of the nation’s most elite estate planning firms.
Partner
Procopio Law Firm
He serves on Procopio’s Management Committee, leads its Latin America-U.S. Cross-Border practice, and co-leads its Beer, Wine and Spirits practice.
Partner
McDermott Will & Emery
Neil T. Kawashima is the head of the Firm’s Private Client Practice Group, representing wealthy individuals and families, related to philanthropy, estate and wealth transfer planning, business succession and governance, estate and trust administration.
Partner
Shartsis Friese LLP
Richard Kinyon is a partner in the Family Wealth Planning practice group at Shartsis Friese LLP. He specializes in the design and implementation of complex domestic and int'l estate plan for high-net-worth U.S. resident and non- resident individuals.
Managing Director/Business Leader
Ernst & Young LLC
Francine Lee is a Managing Director and the Business Leader for the Ernst & Young Fiduciary/Trust & Estate Accounting Services (FTEAS) team.
Chief Tax Strategist, Executive Vice President
The Northern Trust Corporation
Paul is the Chief Tax Strategist for Northern Trust Wealth Management. He leads research and strategy development as it relates to tax issues and wealth planning. Advising and consulting with ultra-high-net-worth families and their businesses.
Partner
McDermott Will & Emery
Elise J. McGee advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning, estate, and trust administration, wealth-transfer techniques, tax matters, cryptocurrency and QSBS planning, real estate transactions.
Partner, National Director of Wealth Planning
Evercore Wealth Management
Partner, and National Director of Wealth Planning at Evercore Wealth Management and Managing Director at Evercore Trust Company. Working collaboratively with accountants, attorneys, and advisors providing comprehensive wealth planning advice to clients.
Esquire
Maupin, Cox & LeGoy Law Firm
Michaelle is an attorney, practicing in matters of high and ultra-high net worth estate and gift tax planning, charitable planning, administration of taxable trusts and estates, formation of family offices, family trust companies, and tax-exempt entities.
Partner
Aguirre Riley
With deep experience representing clients before the Internal Revenue Service, Tim brings unique skills to bear on his clients' estate and family business planning issues.
Principal, National Leader of Blockchain and Digital Assets
RSM - US LLP
Jay Schulman, a principal with RSM US LLP, is also the national leader of the blockchain and digital assets practice. Bringing together all RSM services—audit, tax, and consulting.
CLU, ChFC, Tax Partner
Seiler, LLP
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.
Partner Founder
Simmons Freeman LLC
Kristen is a founding partner of Simmons Freeman/NV Trust Lawyers. For more than 19 years, she has been counseling clients in the areas of estate planning and asset protection planning.
Regional Fiduciary Manager – Senior Vice President
BNY Mellon Wealth Management
Karen leads BNY Mellon’s fiduciary business in the Western Region, overseeing a team of fiduciary specialists in California and Washington.
Partner
Holland & Knight
Sean is a private wealth services and international tax attorney in Holland & Knight's Miami office. Advising foreign and domestic clients on U.S. federal income, gift and estate tax matters associated with their cross-border investments and businesses.
Managing Director
Andersen
Ray Thornson has over 25 years of experience in tax practice. Ray works primarily with high net worth individuals and closely held businesses and advises on matters related to income tax planning and compliance, estate planning and charitable giving.
Managing Director
Andersen
Joe Toce is a Managing Director in the Private Client Services practice at Andersen. He has over 36 years of experience in advising private clients on a broad range of tax, financial and business matters.
Partner
McDermott Will & Emery
Joseph advises clients on all matters pertaining to the intergenerational transfer of wealth, including estate planning, succession planning, tax planning, trust and estate administration, audits, examinations, controversy avoidance and litigation.
Director, Blockchain and Digital Assets
RSM - US LLP
I am the firm's subject matter expert for novel banking activities. I specialize in helping financial institutions and technology companies gain approvals and overcome regulatory challenges for innovative, customer-facing products and services.
Partner
McDonald Carano Law Firm
Ryan Works is Chair of the Bankruptcy, Insolvency & Financial Restructuring Practice at McDonald Carano. Mr. Works represents creditors and debtors both in and out of bankruptcy, under Chapter 11 and 7 of the Bankruptcy Code.
Partner
Withers Bergman LLP
Naomita has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures.

Armstrong, Robert

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.

Delich-Gould, Stacey

Stacey Delich-Gould is a senior vice president of trust and estate services for Capital Group Private Client Services / Capital Bank and Trust Company, focusing on trust, estate, tax, and personal planning matters.

Donaldson, Samuel A.

Sam Donaldson a Professor of Law at Georgia State University in Atlanta. He teaches several tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility.

Edwards, Benjamin

Benjamin Edwards joined the faculty of the William S. Boyd School of Law in 2017. He researches and writes about business and securities law, corporate governance, arbitration, and consumer protection.

Fernandez, Joe

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

Freer, Alan

Alan Freer is a member of the firm's management committee, where he focuses his practice primarily on trust and estate litigation. Alan handles all aspects of trust and estate administration, representing beneficiaries and fiduciaries in contested matters

Hall, Martin

Martin Hall's is a founding partner of Hall & Diana LLC. He was previously with Ropes & Gray LLP for 37 years. His legal practice is concentrated in the areas of wealth management, estate planning, trust and estate administration, and charitable giving.

Hammond, Todd

Todd is responsible for the sales of Personal Trust services and marketing of the asset management business. He has over 13 years of experience in Personal Trust.

Handler, David

David is a fellow of the American College of Trust and Estate Counsel, member of the NAEPC Estate Planning Hall of Fame, the Chicago Estate Planning Council, and the professional advisory committees of several non-profit organizations.

Harrison, Louis S.

Louis S. Harrison has long been recognized as one of the premier estate planning attorneys in the country. A founding partner of Harrison LLP – one of the nation’s most elite estate planning firms.

Hernandez, Enrique

He serves on Procopio’s Management Committee, leads its Latin America-U.S. Cross-Border practice, and co-leads its Beer, Wine and Spirits practice.

Kawashima, Neil T.

Neil T. Kawashima is the head of the Firm’s Private Client Practice Group, representing wealthy individuals and families, related to philanthropy, estate and wealth transfer planning, business succession and governance, estate and trust administration.

Kinyon, Richard

Richard Kinyon is a partner in the Family Wealth Planning practice group at Shartsis Friese LLP. He specializes in the design and implementation of complex domestic and int'l estate plan for high-net-worth U.S. resident and non- resident individuals.

Lee, Francine

Francine Lee is a Managing Director and the Business Leader for the Ernst & Young Fiduciary/Trust & Estate Accounting Services (FTEAS) team.

Lee, Paul

Paul is the Chief Tax Strategist for Northern Trust Wealth Management. He leads research and strategy development as it relates to tax issues and wealth planning. Advising and consulting with ultra-high-net-worth families and their businesses.

McGee, Elise

Elise J. McGee advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning, estate, and trust administration, wealth-transfer techniques, tax matters, cryptocurrency and QSBS planning, real estate transactions.

Miller, Justin

Partner, and National Director of Wealth Planning at Evercore Wealth Management and Managing Director at Evercore Trust Company. Working collaboratively with accountants, attorneys, and advisors providing comprehensive wealth planning advice to clients.

Rafferty, Michaelle

Michaelle is an attorney, practicing in matters of high and ultra-high net worth estate and gift tax planning, charitable planning, administration of taxable trusts and estates, formation of family offices, family trust companies, and tax-exempt entities.

Riley, Timothy

With deep experience representing clients before the Internal Revenue Service, Tim brings unique skills to bear on his clients' estate and family business planning issues.

Schulman, Jay

Jay Schulman, a principal with RSM US LLP, is also the national leader of the blockchain and digital assets practice. Bringing together all RSM services—audit, tax, and consulting.

Sevilla, Elizabeth

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.

Simmons, Kristen

Kristen is a founding partner of Simmons Freeman/NV Trust Lawyers. For more than 19 years, she has been counseling clients in the areas of estate planning and asset protection planning.

Sugihara, Karen

Karen leads BNY Mellon’s fiduciary business in the Western Region, overseeing a team of fiduciary specialists in California and Washington.

Tevel, Sean J.

Sean is a private wealth services and international tax attorney in Holland & Knight's Miami office. Advising foreign and domestic clients on U.S. federal income, gift and estate tax matters associated with their cross-border investments and businesses.

Thornson, Raymond L.

Ray Thornson has over 25 years of experience in tax practice. Ray works primarily with high net worth individuals and closely held businesses and advises on matters related to income tax planning and compliance, estate planning and charitable giving.

Toce, Jr, Joe P.

Joe Toce is a Managing Director in the Private Client Services practice at Andersen. He has over 36 years of experience in advising private clients on a broad range of tax, financial and business matters.

Viviano, Joseph

Joseph advises clients on all matters pertaining to the intergenerational transfer of wealth, including estate planning, succession planning, tax planning, trust and estate administration, audits, examinations, controversy avoidance and litigation.

Wolf, Matthew

I am the firm's subject matter expert for novel banking activities. I specialize in helping financial institutions and technology companies gain approvals and overcome regulatory challenges for innovative, customer-facing products and services.

Works, Ryan J.

Ryan Works is Chair of the Bankruptcy, Insolvency & Financial Restructuring Practice at McDonald Carano. Mr. Works represents creditors and debtors both in and out of bankruptcy, under Chapter 11 and 7 of the Bankruptcy Code.

Yadav, Naomita

Naomita has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures.

No records found.

Sponsors
Interested in becoming a sponsor? Email maria@nvbankers.org or call 702-233-8607
Platinum Sponsors
Gold Sponsors
Silver Sponsors
Committee Members

Bees, Matthew

Wells Fargo Financial Advisor

Bull, Susan

Bryn Mawr Trust Asst. Vice President and Senior Trust Officer

Cain, Justin

Alliance Trust Company Chief Operations Officer

Cuva, Jennifer

Charles Schwab Trust Company Director of Trust Administration, CTFA

Hegji, Aaron

Wealthgate Trust Chief Fiduciary Officer & Wealth Strategist

King, Nichole

Peak Trust Company Certified Trust and Fiduciary Advisor (CTFA) and a Trust Officer

Lineberry, Douglas

Fiduciary Counselling, Inc. Chief Trust Officer

Livingston, Jesse

Director of Trust Services - Nevada First Trust Company

Monroe, Thomas, Chair

Laurel Trust Company Member of the Board of Directors and the President. Serves as a Trust Officer

Moser, Ryan

Seven Post Trust Company Member of the Board of Directors. Member of the Trust, Investment and Distribution Committees, a Senior Trust Officer, and serves as the corporation’s President.

Policastro, Matthew

Charles Schwab Trust Company Director - Trust Counsel, Charles Schwab Trust Company of Delaware

Rosevear, Ann

Dunham Trust Company President & Chief Trust Officer

No records found.

Hotel
ATTENDEES

A total of 228 people have registered so far. The following 228 have opted to share their information.

Seven Post Investment Office LP

Capital Group Private Client Services

Aguirre Riley

McDonald Carano Law Firm

McDonald Carano Law Firm

Bonhams

Laurel Trust Company

Wells fargo

Management Planning, Inc.

AltaView Advisors LLC

Eide Bailly

Peak Trust Company

FORTRESS TRUST

Maupin, Cox & LeGoy

Dunham Trust Company

Laurel Trust Company

AlTi Tiedemann Global

Bryn Mawr Trust

Charles Schwab Trust Company

Laurel Trust Company

Cottonwood Management LLC

Zaffre Law

Whittier Trust Company of Nevada

Alliance Trust Company

Campbell Tax Consulting

Solomon Dwiggins Freer & Steadman

Dunham Trust Company

Peak Trust Company

Snell & Wilmer

Capital Group Private Client Services, a division of Capital Bank & Trust Company

McDonald Carano

Harrison LLP

J. Douglas Clark, Attorney at Law, Ltd.

TFTC, LLC

Charles Schwab Trust Company

BHG Financial

Nevada State Bank

Osaic

None

Seiler LLP

KBF CPAs LLP

Nevada State Bank

Charles Schwab Trust Company

Barnard, Vogler & Co

Harrison LLP

Andersen

Capital Bank & Trust Company

Georgia State University

Anderson, Dorn & Rader, Ltd.

Laurel Trust Company

Bryn Mawr Trust, President

Solomon Dwiggins Freer & Steadman

Laurel Trust Company

William S. Boyd Law School

Capital Group Private Client Services, a division of Capital Bank & Trust Company

Seiler

Seiler LLP

Solomon Dwiggins Freer & Steadman

McDonald Carano

Boyd School of Law

Howard & Howard Attorneys PLLC

Winged Keel Group

Wealthgate Trust Company

Gerety & Associates, CPAs

Venable LLP

Aguirre Riley PC

Lobb & Plewe, LLP

Bennett Thrasher

Gordon Law

MainStreet Advisors

Infovisa

Dunham Trust Company

Nevada Bankers Association

Harrison LLP

Whittier Trust Company

Hall & Diana LLC

Bryn Mawr Trust

Kirkland & Ellis LLP

UNLV

Holland & Knight LLP

Cottonwood Management, LLC

BPM, LLP

Harrison, LLC

Donald Hartman CPA PC

Wealthgate Trust Company

Barbosa Legal

Procopio

RSM

Gerety & Associates, CPAs

Whittier Trust Company of NV, Inc.

Broadridge

Miramar Services, Inc.

Nevada First Trust Company

Seven Post Investment Office

Nevada First Trust Company

Peak Trust Company

Frazier & Deeter, LLC

Schwab Charitable

Crest Key Legal and Accounting

Whittier Trust

Lido Advisors, LLC

McDermott Will & Emery LLP

Charles Schwab Trust Company

Dunham Trust Company

Peak Trust Company

Shartsis Friese LLP

McDonald Carano

Hall Capital Partners

Nationwide

Solomon Dwiggins Freer & Steadman

Laurel Trust Company

Interface Operations

Ernst & Young

The Northern Trust Corporation

Capital Group

Solomon Dwiggins Freer & Steadman

Whittier Trust

Lily Liu Financial

Nevada First Trust Company

Dawson Lordahl Weisenmiller PLLC

CL Family Consulting LLC

Solomon Dwiggins Freer & Steadman

Mountain Legacy Law, PLLC

Whittier Trust Company

Charles Schwab Trust Company

Enterprise Trust & Investment

Harrison, LLP

McDermott Will & Emery LLP

Seven Post Trust Company

First State Trust Company

Maupin, Cox & LeGoy

Peak Trust Company

Charles Schwab Trust Co.

Miramar Fiduciary Corporation

Evercore Wealth Management

Aguirre Riley

Laurel Trust Company

Woodburn and Wedge

Seven Post Trust Company

Maupin, Cox & LeGoy

Maupin Cox & LeGoy

Saltzman Mugan Dushoff

Nevada First Trust Company

Boyd School of Law

Cottonwood Management LLC

Nixon & Schroeter Group

McDonald Carano

McDonald Carano

Wells Fargo Bank

UNLV BOYD LAW SCHOOL

JP Morgan

Dunham Trust Company

Wealthgate Trust Company

Capital Group

Wealthgate Trust

Ally Legacy

Eide Bailly

Accutech Systems

Withers Bergman LLP

Dunham Trust Company

Columbia Trust Company

RSM US LLP

Charles Schwab Trust Company

Lobb & Plewe, LLP

Prunty Law, PC

Andeson, Dorn & Rader, Ltd.

Maupin, Cox & LeGoy

Enterprise Trust

Aguirre Riley, P.C.

Maupin, Cox & LeGoy

CHS Management Group, LLC

Aguirre Riley

Alliance Trust Company of Nevada

Laurel Trust Company

Dunham Trust Company

Nevada Trust Company

First American Trust of Nevada, LLC

Saltzman Mugan Dushoff

Charles Schwab Trust Company

Dunham Trust Company

Saltzman Mugan Dushoff

Whittier TRust

Nixon Schroeter Group

RSM US LLP

Peak Trust Company

Wealthgate Trust Company

Seiler LLP

Shrive Fiduciary Services

Simmons Freeman, LLC

Charles Schwab Trust Company

CBIZ

Riverview Trust Company

Eide Bailly

Maupin, Cox & LeGoy

Solomon Dwiggins Freer & Steadman

Renown Health Foundation

Short & Stevens Law

BNY Mellon

The Northern Trust Company of Nevada

Holland & Knight

Capital Group Private Client Services

Andersen

Andersen LLP

DF Enterprises

Nevada Bankers Association

Procopio

City National Bank

McDermott Will & Emery LLP

Whittier Trust Company

Woodburn and Wedge

AltaView Advisors LLC

Cheetah

Wedl Law Firm

Dawson Lordahl Weisenmiller PLLC

Mcdonald Carano

Carney Badley Spellman

Catalytic Wealth

Review Alliance

Bessemer Trust Company of Nevada, N.A.

Lido Advisors

Jeffrey Burr Ltd.

RSM US LLP

Northern Trust

McDonald Carano Law Firm

UNLV Boyd

Withers LLP

Seiler LLP

Charles Schwab Trust Company

No records found.