2026 Nevada Tax and Trust Conference
2026 Nevada Tax and Trust Conference

2026 Nevada Tax and Trust Conference

May 4 - 6, 2026  ·  Caesars Palace

A Premier Event for Trust and Tax Professionals

Join us in Las Vegas: May 4–6, 2026!

Agenda

11:00 AM - 1:00 PM
11:00 AM - 1:00 PM
Registration
1:00 PM
1:00 PM
Event Start
1:00 PM - 1:50 PM
1:00 PM - 1:50 PM
Trusts & Taxes in the Golden State: Cracking the Code
2:00 PM - 2:50 PM
2:00 PM - 2:50 PM
Mastering the Art of the “Do-Over” - Trust Administration and Repair of the Missing (or Messy) Trust Asset Allocation.
3:00 PM - 3:50 PM
3:00 PM - 3:50 PM
Recent Federal Income Tax Developments
4:00 PM - 4:50 PM
4:00 PM - 4:50 PM
Tax Court & IRS Enforcement Trends
4:55 PM - 5:00 PM
4:55 PM - 5:00 PM
Day One Closing Remarks
5:00 PM - 6:00 PM
5:00 PM - 6:00 PM
Opening Reception with Sponsors
Special Thanks to Willow Street
7:30 AM - 8:30 AM
7:30 AM - 8:30 AM
Breakfast with Sponsors
8:30 AM - 9:20 AM
8:30 AM - 9:20 AM
Recent Federal Estate & Gift Developments
9:30 AM - 10:20 AM
9:30 AM - 10:20 AM
Nevada Law Update 2026: In Trust We Litigate
10:20 AM - 11:10 AM
10:20 AM - 11:10 AM
Nevada Experts Panel
11:20 AM - 12:10 PM
11:20 AM - 12:10 PM
Systemizing Fiduciary Decision-Making From Theory to Practice
12:10 PM - 1:10 PM
12:10 PM - 1:10 PM
Lunch with Exhibitors
1:20 PM - 2:10 PM
1:20 PM - 2:10 PM
Form 706: Common Pitfalls and Lessons Learned in Estate Tax Filings
Nevada Trust Form Private Foundations
The New International Tax Landscape: Disruption, Enforcement, and Opportunity
2:20 PM - 3:10 PM
2:20 PM - 3:10 PM
Charitable Session
International Cross Border Planning: Part 1 of 2
v2.0 Trust & Taxes in the Golden State: Cracking the Code
3:20 PM - 4:10 PM
3:20 PM - 4:10 PM
International Cross Border Planning: Part 2 of 2
IRAs for Charitable Giving: A Panel Discussion
IRS Audits of Gift Valuations: An Advisory Team Case Study
4:20 PM - 5:10 PM
4:20 PM - 5:10 PM
Trust Company Panel: A Case Study
5:10 PM - 5:15 PM
5:10 PM - 5:15 PM
Day 2 Closing Remarks
7:30 AM - 8:30 AM
7:30 AM - 8:30 AM
Breakfast with Sponsors
8:30 AM - 9:20 AM
8:30 AM - 9:20 AM
Ethics Session
9:25 AM - 10:15 AM
9:25 AM - 10:15 AM
Mistakes in Trust Administration
10:20 AM - 11:10 AM
10:20 AM - 11:10 AM
Corporate Jurisdiction Competition (Ethics)
11:20 AM - 12:10 PM
11:20 AM - 12:10 PM
Expatriation? Are You Sure?
12:20 PM - 1:10 PM
12:20 PM - 1:10 PM
Lunch with Exhibitors
1:20 PM - 2:10 PM
1:20 PM - 2:10 PM
And a 5-6-7-8… Choregraphing an Effective Wealth Shift through the use of 678 Trusts
Heirs & Errors: Navigating the Great Wealth Transfer with Strategy & Sensitivity
QSBS and Trust Planning
2:20 PM - 3:10 PM
2:20 PM - 3:10 PM
Four Paths to Portability Including Private Letter Rulings
Too Much of a Good Thing: Transfer Tax Solutions for Overfunded 529 Plans and Retirement Accounts
3:20 PM - 4:10 PM
3:20 PM - 4:10 PM
Excellent Estate Settlement Readiness (EESR)
The Trouble With Toggles: Avoiding Unintended Tax Consequences When Toggling Grantor Trust Status
4:20 PM - 5:10 PM
4:20 PM - 5:10 PM
Trust Company Panel: NTTC Recap
5:00 PM
5:00 PM
Event End
5:10 PM - 5:15 PM
5:10 PM - 5:15 PM
Closing Ceremony/ Raffle Winners Announced

Speakers
Senior Wealth Advisor / Planning Advisory Services
Harrison LLP
Partner
Solomon Dwiggins Freer Steadman
Partner
Eide Bailly
President And Chief Trust Officer
Dunham Trust Company
Associate Dean for Faculty Research and Development
William S. Boyd School of Law, UNLV
Partner
McDermott Will & Schulte
Senior Tax Manager
Eide Bailly
Office Managing Partner
Harrison LLP
Principal
Baker Tilly
Principal
Baker Tilly
Group Head of Private Clients
Henley & Partners
Principal
Baker Tilly
President
The Burton Law Firm
Private Wealth Advisor
U.S. Bank
Principal
Pioneer Wealth Advisors
Founding Partner
Simmons Freeman
Co-Chair, Private Client Services
Greenberg Glusker
Senior Trust Officer
Bessemer Trust
Hall & Diana
President & CEO
Peak Trust Company
Founding Member
Kirkland Hochstetler PLLC
Shareholder
Maupin Cox & Legoy
Partner
Rodriguez, Horii, Choi & Cafferata, LLP
Partner
McDonald Carano
Partner
Keebler & Associates
President
Seven Post
Professor
Georgia State University College of Law
Senior Associate
Withers
Co-Chair, Private Client Services
Greenberg Glusker
Partner
Snell & Wilmer
Managing Director
MPI
President
Blue Sky Trust
Partner
Aguirre Riley
Founder & Principal, Insight Art & Collectibles Advisory
Attorney
McDonald Carano

No records found.

Sponsors

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Welcome Reception Special Thanks To:
Additional Sponsors

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