Schedule

Schedule and topics subject to change.

Tuesday April 22, 2025

11:00 AM                      •     Registration and Check In

1:00 PM – 1:50 PM     •     Trust Co Panel

2:00 PM – 2:50 PM     •     Sam Donaldson

○ Federal Tax Update

3:00 PM – 3:50 PM     •     Lou Harrison

4:00 PM – 4:50 PM     •     Dr. Beth Creel Ethics

5:00 PM                         •     Opening Reception with Exhibiting Sponsors

Wednesday April 23, 2025

7:30 AM                            •     Breakfast with Exhibitors

8:30 AM –   9:20 AM     •     Sam Donaldson

9:30 AM – 10:20 AM     •     Alan Freer

○ From Trenches to Trends: Nevada Trust Law Legal and Legislative Updates

10:35 AM – 11:25 AM     •     NV Experts Panel

Michaelle Rafferty, Alan Freer, Bob Armstrong

11:30 AM – 12:20 PM     •     Chuck Packer and Soraya Aguirre

12:20 PM                          •     Lunch with Exhibitors

1:20 PM –   2:10 PM      •     Concurrent Sessions

Elizabeth Sevilla (Tax Session)

○ Anatomy of a Fiduciary Income Tax Return for Trust Officers, Lawyers, and Wealth Management Professionals

Stevie Casteel (Charitable Planning Session)

domingo such (fiduciary session)

2:15 PM – 3:05 PM      •     Concurrent Sessions

Naomita Yadav (Tax session)

○ Planning for Fund Principals

Reynolds cafferata (charitable planning session)

○ Moving a Private Foundation from the Golden State to the Silver State: Why and How

bob armstrong and zach noland (fiduciary session)

○ Fiduciary Decision Making

3:10 PM – 4:00 PM     •     Concurrent Sessions

tom berg and david eckstein (tax session)

○ Private Valuation Update: Private Markets and IRS Activity

tbd (charitable planning session)

bob kirkland (fiduciary session)

○ Secure Act 2.0

4:00 PM – 5:00 PM       •     Amanda Koplin – Ethics Discussion

○ Lawyers, Financial Professionals, and Mental Health: Making the Case for Change

Thursday April 24, 2025

7:30 AM                            •     Breakfast with Exhibitors

8:30 AM –   9:20 AM     •     Bob Keebler

9:30 AM – 10:20 AM     •     Michaelle Rafferty

○ To Notice or Not to Notice – This is The Question

10:35 AM – 11:25 AM     •     TBD

11:25 AM – 12:15 PM      •     Elise McGee and Joe Viviano

○ Are You Crossing the Line?

12:20 PM                          •     Lunch with Exhibitors

1:20 PM –   2:10 PM     •     Concurrent Sessions

Enrique Hernandez (International session)

kirsten wolff (tax prep session)

○ California Income Taxation of Trusts, ING Law, Throwback Tax

Sallie armstrong and kristen simmons (estate planning session)

2:15 PM – 3:05 PM     •     Concurrent Sessions

jeb burton (international session

sean kenny (tax prep session)

tbd (estate planning session)

3:10 PM – 4:00 PM     •     Concurrent Sessions

tbd (international session)

tbd (tax prep session)

josh husbands (estate planning session)

○ Current Events and Trends in Life Insurance Planning

4:55 PM                           •     Closing Ceremony