Presenters

Ann Rosevear
President & Chief Trust Officer – Dunham Trust Company

Trust Company Panel
4:05 PM Wed

Benjamin Edwards
Associate Dean for Faculty Research & Development –
William S. Boyd School of Law, UNLV

Ethics Session
8:30 AM Wed
General Session: Corporate Jurisdiction Competition
10:35 AM Wed

Carl William ‘Will” Rush
Partner – McDermott Will & Schulte

Expatriation Panel
11:25 AM Wed
EXCELLENT ESTATE SETTLEMENT READINESS (“EESR”)
3:10 PM Wed

Chris Parker
Principal – Baker Tilly

Trusts and Taxes in the Golden State: Cracking the Code
1:00 PM Mon
Tax Session
2:15 PM Tue

David Eckstein
Managing Partner – MPI

Valuation Session
3:10 PM Tue

David Sacarelos
Principal – Baker Tilly

Charitable Planning Session
2:15 PM Tue
Charitable Planning Session
3:10 PM Tue

Elizabeth Sevilla
Principal – Baker Tilly

Trusts and Taxes in the Golden State: Cracking the Code
1:00 PM Mon
Tax Session
1:20 PM Tue
Tax Session
2:15 PM Tue

Jeb Burton
President – The Burton Law Firm

International Cross Border Planning
1:20 PM Tue

Jonathan Blattmachr
Principal – Pioneer Wealth Advisors

Mistakes in Trust Administration
9:20 AM Wed

Kristen Simmons
Founding Partner – Simmons Freeman

And a 5-6-7-8… Choregraphing an Effective Wealth Shift through the use of 678 Trusts
1:20 PM Wed

Laura Zwicker
Co-Chair, Private Client Services – Greenberg Glusker

International Session – Cross Border Planning
2:15 PM Tue
International Session – Cross Border Planning
3:10 PM Tue

Matthew Hochstetler
Founding Member – Kirkland Hochstetler

Estate Planning Session
2:15 PM Wed

Dominic Volek
Group Head of Private Clients – Henley & Partners

Expatriation Panel
11:20 AM Wed

Michaelle Rafferty
Shareholder – Maupin Cox & Legoy

Mastering the Art of the “Do-Over”
2:00 PM Mon
Nevada Experts Panel
10:35 AM Tue

Robert Armstrong
Partner – McDonald Carano

Nevada Experts Panel
10:35 AM Tue
General Session: Update on Fiduciary Decision Making
11:30 AM Tue

Robert Keebler
Partner – Keebler & Associates

Estate Planning Session – Advanced Portability
2:15 PM Wed

Sam Donaldson
Professor – Georgia State University College of Law

Recent Federal Income Tax Developments
3:00 PM Mon
Recent Federal Estate & Gift Developments
8:30 AM Tue

Sara Pike
Senior Associate – Withers

The Trouble with Toggles – Avoiding Unintended Tax Consequences When Toggling Grantor Trust Status
3:10 PM Wed

Stefanie Lipson
Co-Chair, Private Client Services Greenberg Glusker

International Session – Cross Border Planning
2:15 PM Tue
International Session – Cross Border Planning
3:10 PM Tue

Stephanie Casteel
Partner – Snell & Wilmer

Tax Session – QSBS
1:20 PM Wed

Thomas Monroe
President – Blue Sky Trust

Panel

Timothy Riley
Partner – Aguirre Riley

Tax Session – Too Much of a Good Thing
2:15 PM WED

Zach Noland
Attorney – McDonald Carano

General Session: Update on Fiduciary Decision Making
11:30 AM Tue