Thomas Monroe
President
Blue Sky Trust
Sessions
Nevada Experts Panel
10:20 AM - 11:10 AM Tue
IRS Audits of Gift Valuations: An Advisory Team Case Study
3:20 PM - 4:10 PM Tue
Trust Company Panel: A Case Study
4:20 PM - 5:10 PM Tue
Day 2 Closing Remarks
5:10 PM - 5:15 PM Tue
Expatriation? Are You Sure?
11:20 AM - 12:10 PM Wed
Trust Company Panel: NTTC Recap
4:20 PM - 5:10 PM Wed
Thomas Monroe is a leading voice in modern fiduciary practice, with more than 25 years advising ultra-high-net-worth families and their advisory teams on sophisticated trust, estate, philanthropic, and tax planning. As Founder and President of Blue Sky Trust, a Nevada-chartered independent trust company, Thomas works closely with multi-generational families, entrepreneurs, and family offices to design and implement bespoke fiduciary solutions built for complexity, longevity, and clarity. His expertise spans dynasty trust design, cross-border planning, charitable structuring, multi-generational governance, and the administration of trust-owned operating businesses and investment entities.