Schedule

11:00 AM – 1:00 PM
– Registration Desk Opens –

1:00 PM – 1:50 PM
– Elizabeth Sevilla & Christopher Parker –
Trusts & Taxes in the Golden State: Cracking the Code

2:00 PM – 2:50 PM
– Michaelle Rafferty –
Mastering the Art of the “Do-Over”

3:00 PM – 3:50 PM
– Sam Donaldson –
Recent Federal Income Tax Developments

4:00 PM – 4:50 PM
– Chelsea Suttmann –
Sophisticated Planning Under Scrutiny: Lessons from Recent Tax Court Cases and IRS Enforcement Trends

4:55 PM – 5:00 PM
– Day One Closing Remarks –

5:00 PM – 6:00 PM
Opening Reception with Sponsors
Special Thanks to Willow Street

7:30 AM – 8:30 AM
– Breakfast with Sponsors –

8:30 AM – 9:20 AM
– Sam Donaldson –
Recent Federal Estate and Gift Tax Development

9:30 AM – 10:20 AM
– Alan Freer –
Nevada Law Update 2026: In Trust We Litigate

10:20 AM – 11:10 AM
– NV Experts Panel –
Thomas Monroe, Michaelle Rafferty, Alan Freer, Bob Armstrong

11:20 AM – 12:10 PM
– Robert Armstrong & Zach Noland –
Systemizing Fiduciary Decision-Making from Theory to Practice

12:10 PM – 1:10 PM
– Lunch with Exhibitors –

1:20 PM – 2:10 PM
– Breakout Sessions –
Tax – Cassidy Betschart and Andi Moser – “Form 706 – Common Pitfalls and Lessons Learned in Estate Tax Filings”
Charitable – Reynolds Cafferata – “NV Trust Form Private Foundations”
International – Jeb Burton – “The New International Tax Landscape: Disruption, Enforcement, and Opportunity”

2:20 PM – 3:10 PM
– Breakout Sessions –
Tax – Chris Parker and Elizabeth Sevilla – “v2.0 Trust & Taxes in the Golden State: Cracking the Code”
Charitable – Martin Hall and David Sacarelos
International Session Pt. 1 – Laura Zwicker and Stefanie Lipson

3:20 PM – 4:10 PM
– Breakout Sessions –
Valuation – Thomas Monroe, Michaelle Rafferty, Tom Berg, and David Eckstein – “IRS Audits of Gift Valuations: An Advisory Team Case Study”
Charitable – Martin Hall, Reynolds Cafferata, and David Sacarelos – “IRAs for Charitable Giving: A Panel Discussion”
International Session Pt. 2 – Laura Zwicker and Stefanie Lipson

4:20 PM – 5:10 PM
– Trust Company Panel: A Case Study –
Thomas Monroe and Ann Rosevear

5:10 PM – 5:15 PM
– Day Two Closing Remarks –

7:30 AM – 8:30 AM
– Breakfast with Sponsors –

8:30 AM – 9:20 AM
– Benjamin Edwards –
Ethics Session

9:25 AM – 10:15 AM
– Jonathan Blattmachr –
Fiduciary Session – “Mistakes in Trust Administration”

10:20 AM – 11:10 AM
– Benjamin Edwards –
Corporate Jurisdiction Competition (Ethics)

11:20 AM – 12:10 PM
– Thomas Monroe, Will Rush, & Mehdi Malla –
Expatriation? Are You Sure?

12:20 PM – 1:10 PM
– Lunch with Exhibitors –

1:20 PM – 2:10 PM
– Breakout Sessions –
QSBS – Stevie Casteel – “IRC 1202 Qualified Small Business Stock Planning“
678 Trusts – Kristen Simmons
Estate Planning – Matthew Hochstetler and Victoria Gray

2:20 PM – 3:10 PM
– Breakout Sessions –
Tax – Ryan Moser & Tim Riley – “Too Much of a Good Thing: Transfer Tax Solutions for Overfunded 529 Plans and Retirement Accounts”
Estate Planning – Bob Keebler – “Four Paths to Portability Including Private Letter Rulings”

3:20 PM – 4:10 PM
– Breakout Sessions –
Tax – Sara Pike – “The Trouble With Toggles”
Estate Settlement – Will Rush – “Excellent Estate Settlement Readiness (EESR)”

4:20 PM – 5:10 PM
– NV Trust Company Panel: NTTC Recap –
Aaron Hegji, Jesse Livingston, Mackenzie Currans, Matthew Blattmachr, and Thomas Monroe

5:10 PM – 5:15 PM
– Closing Ceremony –