Sessions
Where the Rubber hits the Road, Nevada Trust Expert Insights, Champagne 1
3:45 PM - 4:35 PM Wed
Ann Rosevear serves as President and Chief Trust Officer (CTO) for Dunham Trust Company (DTC), providing expert structuring and administration of trusts to DTC’s most complex clients. Ann contributes comprehensive knowledge in trust and estate administration, asset protection and business exit planning, as well as overseeing the firm’s adherence to fiduciary, regulatory and compliance requirements.
Ann's role as CTO positions her to mentor and support Dunham Trust's officers and associates at Dunham, paying particular attention to matters of risk management, discretionary actions, trust tax planning and beneficiary relationships. A favorite component of her work is fostering partnership families and their attorneys, tax and financial advisors.
Prior to joining Dunham Trust Company, Ann spent 14 years as a principal attorney at Walsh, Baker & Rosevear, P.C. in Reno, focused primarily on estate and business planning, probate, and investment and annuity transfer and underwriting, managing a multi-state practice. She also acted for several years as General Counsel for two Nevada based technology organizations managing their corporate affairs, contracting, asset acquisition and shareholder relations. She was fortunate to begin her legal career with excellent mentorship at Marsh, Higgins, Beatty and Hatch, P.C. in Vancouver, Washington.
Ann is a proud native Nevadan, raised in Reno and Elko, Nevada, and a graduate of Gonzaga University School of Law (J.D. 1996). She has been a member of the Nevada, Oregon and Washington bars and holds the Accredited Estate Planner designation. She serves on the Nevada Bankers Association Trust Committee and is the current President of the Estate Planning Council of Northern Nevada.