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.
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.
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.
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.
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.
Joe is a CPA with over 15 years of experience. He specializes in tax compliance and planning for high-net-worth individuals.
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
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.
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.
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.
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.
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.
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.
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.
Francine Lee is a Managing Director and the Business Leader for the Ernst & Young Fiduciary/Trust & Estate Accounting Services (FTEAS) team.
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.
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, 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.
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.
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.
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.
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 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.
Karen leads BNY Mellon’s fiduciary business in the Western Region, overseeing a team of fiduciary specialists in California and Washington.
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.
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.
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.
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.
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.
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.
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.
Laurel Trust Company Member of the Board of Directors and the President. Serves as a Trust Officer
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.
Charles Schwab Trust Company Director - Trust Counsel, Charles Schwab Trust Company of Delaware
No records found.
