Schedule

775.826.7900
Ask for Bri or Kaylee

Info@nvtrustconference.com

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 RESCHEDULED TO WEDNESDAY AT 5:00 pm

Seven Post Trust company, dunham trust company, nevada first trust company, blue sky trust

2:00 PM – 2:50 PM • Samuel A. Donaldson

○ Federal Tax Update

3:10 PM – 4:00 PM • Lou Harrison

○ Business succession planning that is not the same ole cliched stories and zzzzz’s

4:00 PM – 4:50 PM • Dr. Beth Creel

○ Post Traumatic Stress and Compassion in the Workplace

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

○ Til Death and Taxes Do Us Part

9:30 AM – 10:20 AM • Alan Freer

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

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

Michaelle Rafferty, Alan Freer, Bob armstrong

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

○ Estate Planning in Uncertain Times – 2025 Chuck Packer and Soraya Aguirre

12:20 PM • Lunch with Exhibitors

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

domingo such (fiduciary session)

○ Spousal Trust Planning and Pitfalls with Administration and Changes in Circumstances

Stevie Casteel (Charitable Planning Session)

○ Charitable Giving with Retirement Assets

Elizabeth Sevilla (Tax Session)

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

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

bob armstrong and zach noland (fiduciary session)

○ Fiduciary Decision Making

Reynolds cafferata (charitable planning session)

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

Naomita Yadav (Tax session)

○ Planning for Fund Principals

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

bob kirkland (fiduciary session)

○ Secure Act 2.0

Reynolds cafferata (charitable planning session)

○ Assignment of Income & The Honescheid Case

tom berg and david eckstein (tax session)

○ Private Valuation Update: Private Markets and IRS Activity

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

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

5:00 PM – 5:50 PM • Trust Co Panel

Seven Post Trust company, dunham trust company, blue sky trust, peak trust

Thursday April 24, 2025

7:30 AM • Breakfast with Exhibitors

8:30 AM – 9:20 AM • Stephen Bigge

○ Planning for Sunset without Bankrupting your Client

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

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

10:35 AM – 11:25 AM • Ann Gifford Ewing and Jeffrey Chang

○ View From the Driver’s Seat: A Corporate Trustee’s View of Common Trust Drafting Provisions

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

kirsten wolff (tax prep session)

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

Sallie armstrong and kristen simmons (estate planning session)

○ Safe Haven in Hard Times? DAPTs v. Bankruptcy: Understanding the Risks and Limitations of DAPTs

Jeb Burton (international session)

○ The Art of Tax-Efficient Foreign Ownership of U.S. Assets – Part 1

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

jeb burton (international session)

○ The Art of Tax-Efficient Foreign Ownership of U.S. Assets – Part 2

Sean kenny (tax prep session)

○ Gift Tax Compliance and Audits

tim riley (estate planning session)

○ Leveraging Volatility in Estate Planning: Opportunities and Obstacles

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

dan gerety (tax prep session)

○ Trusts & 1202 Qualified Small Business Stock

josh husbands (estate planning session)

○ Current Events and Trends in Life Insurance Planning

4:05 PM – 4:55 PM • Nevada Trust Company Panel