Industry leading experts will gather in Las Vegas to present on 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 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 • Private Bankers • CFPs, • CFTA's • Wealth Managers
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.
A distinguished bankruptcy lawyer with over four decades of experience which began with her clerkship for the Honorable Bertram Goldwater at the United States Bankruptcy Court for the District of Nevada, Reno Division.
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
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.
Richard Kinyon is a partner in the Family Wealth Planning practice group. He specializes in the design and implementation of complex domestic and international estate plans for high-net-worth U.S. resident and non- resident individuals.
Francine Lee is a senior manager 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.
Justin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues.
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.
William B. Sherman is a partner in Holland & Knight's Miami and Fort Lauderdale offices. Mr. Sherman concentrates his practice in the area of domestic and international taxation.
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.
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.
Matt Wolf is a financial consulting director in RSM’s health care practice. In 2018, he was selected for the firm’s cutting-edge Industry Eminence Program as a senior analyst covering health care.
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Nicole King is a Certified Trust and Financial Advisor (CTFA) and a Trust Officer at Peak Trust Company.
Thomas Monroe is a member of the Board of Director and the President of Laurel Trust Company. Serves as a Trust Officer of Laurel Trust Company.
Ryan is a member of the Board of Directors of Seven Post Trust Company, a member of the Trust, Investment and Distribution Committees, a Senior Trust Officer, and serves as the corporation’s President.
Matt Policastro is Director - Trust Counsel, Charles Schwab Trust Company, Charles Schwab Trust Company of Delaware
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