LAS VEGAS – The Nevada Bankers Association (NBA) announced the speakers for its 2nd annual Nevada Trust Conference being held April 24-26 at Paris Las Vegas.
Industry-leading speakers include national speakers Jonathan Blattmachr, principal with Pioneer Wealth Partners; Sam Donaldson, of Georgia State University Law; and Paul Lee, of The Northern Trust Company. Nevada speakers include Michaelle Rafferty, shareholder with Maupin, Cox & Legoy; and Robert Armstrong, partner at the McDonald Carano law firm. Speakers focusing on digital assets include Matthew Saltzman, managing shareholder with Saltzman Mugan Dushoff; Albert Forkner, CEO of Fortress Trust; Elise McGee, of McDermott Will & Emery; and Chris Kline, CRO of Bitcoin IRA. International speakers are Enrique Hernandez-Pulido, of Procopio; Joe Fernandez, of Seiler LLP: and Rodney Read, of Baker & McKenzie LLP. Attorney Benjamin Edwards will speak on ethical obligations. Each will share their perspectives and vital information regarding Nevada’s trust environment.
Exemplifying a wide-range of speakers, Armstrong is a is a third-generation Nevadan with a wealth of expertise advising high-net-worth clients and family trust companies on Nevada’s trust, estate and tax planning legal and regulatory landscape. He will speak about trust and estate planning changes and challenges, what’s new with trust law in Nevada, and share his outlook on upcoming developments.
Blattmachr lectures and has written extensively on estate and trust taxation and charitable giving, writing nine books and more than 500 articles on estate planning and other tax issues. He will speak about the best use of trusts under recently updated tax rules.
Fernandez is a CPA with more than 15 years of experience. He specializes in tax compliance and planning for high-net-worth individuals. He has expertise in business tax planning and compliance for closely held domestic and foreign corporations; inbound transactions for foreign corporations, partnerships and individuals; foreign tax planning and trust reporting; and nonresident alien assistance with complying with U.S. reporting requirements.
McGee advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning, including estate and trust administration, leveraged wealth-transfer techniques, tax matters, cryptocurrency and QSBS planning, real estate transactions and closely held business matters.
She has extensive experience working with owners of closely held businesses to develop governance and succession plans, and on corporate, tax and compliance matters relating to those businesses. McGee is an American College of Trust and Estate Counsel (ACTEC) Fellow, and has been recognized in Chambers High Net Worth 2022, Illinois: Private Wealth, Up and Coming. She is currently a member of the Executive Committee of the Trust Law Committee of the Chicago Bar Association, where she acts as legislative liaison.
NBA leaders say the conference is a must for estate management professionals, financial planners, attorneys and accountants. It will offer updates on industry-wide tax and legal issues and highlight the advantages of Nevada’s trust environment while offering up to six hours of continuing education credits for a variety of credentials.
Other top-level speakers include Alan Freer, with Solomon Dwiggins Freer & Steadman, LTD; David Handler, Kirkland & Ellis LLP; Richard Kinyon, partner at Shartsis Friese LLP; and Thomas J. Monroe, president of Laurel Trust.
Platinum event sponsors include Charles Schwab Trust Company, GBank, Laurel Trust Company and Seiler LLP.
Other sponsors include Sequent (North America) LLC and ECG Resources at the gold level. Accutech Systems, Alliance Trust Company, Bryn Mawr Trust, Crawford Trust Company, Dunham Trust Company, Fifth Third Institutional Trust & Custody,
Legacy Enhancement, National Care Advisors, Peak Trust Company, Seven Post and TEAM Risk Management Services are silver sponsors. American Bankers Association, Eide Bailly LLP, Infovisa, Saltzman Mugan and Dushoff, and Wealthgate Trust are bronze level sponsors.
For more information and to register, visit nvbankers.com/trust or call (702) 233-8607.
About Nevada Bankers Association
NBA is the united voice of Nevada’s diverse banking and trust company industry. Members are dedicated to providing the best financial products, services and resources to drive and support economic growth, job creation and prosperity throughout Nevada. Visit www.nvbankers.org.
