A Premier Event for Trust and Tax Professionals
The Nevada Tax & Trust Conference is a premier annual event, designed for professionals in trust law, taxation, and wealth management. Hosted at the iconic Caesars Palace in Las Vegas, the conference brings together top attorneys, financial advisors, trust officers, and other industry leaders to discuss the latest trends and strategies in wealth preservation, estate planning, and taxation.
Attendees can expect expert-led sessions, networking opportunities, and cutting-edge insights on the complex and evolving landscape of trust and tax law. Whether you’re looking to stay current with legal developments or connect with key players in the field, this conference is an invaluable resource for deepening your expertise and expanding your professional network.
Daniel Gerety is the Founder and President of Gerety & Associates, CPAs. Dan specializes in estate and income tax planning for individuals and businesses including structuring large transactions such as the sale and purchase of a business.
Sean is Co-Chair of the Taxation & Wealth Planning Department at Fox Rothschild, focusing on trusts, estates, business succession, and taxation. He is a frequent speaker, author, & former shareholder at Myers Kenney, P.C. Sean.
Amanda Koplin, LPC, is a mental health entrepreneur & founder of Koplin Consulting. She creates innovative, real-life mental wellness solutions, integrating family support for lasting recovery.
Bob Kirkland specializes in estate planning, tax strategies, and fiduciary administration. Recognized by Chambers and Best Lawyers, he leads in fiduciary matters, trust and estate disputes, and is a sought-after speaker at national conferences.
Reynolds specializes in non-profit, tax, estate, & trust law, advising on charitable gifts, trusts, donor-advised funds, foundations, and estate planning.
Domingo specializes in legal advice for family offices & UHNW individuals, focusing on tax, succession, & corporate matters. He chairs the Family Office Services practice & is ranked in Chambers for his expertise and strategic approach to complex issues.
Soraya, with 19+ years of experience, advises high-net-worth clients on complex estate planning, wealth transfer, and business succession. Former partner at Holland & Hart, recognized by Super Lawyers and Best Lawyers.
Chuck Packer advises high-net-worth individuals on estate, gift, and philanthropic tax planning. A former leader at Hopkins Carley and founder of Lathrop GPM’s Palo Alto office, he’s recognized in The Best Lawyers and as a Chambers "Leader in their Field"
Dr. Beth Creel, Director of The Las Vegas Grief and Loss Counseling Center, specializes in grief recovery, PTSD, medical anxiety, and health trauma, helping individuals and families cope with diagnoses, medical challenges, and loss.
Elizabeth Sevilla is a principal with Baker Tilly’s tax practice. She has more than 25 years of experience, spending much of her career focusing on individual taxation.
Naomita has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures.
Zach is an Associate in the Business Entities & Transactions Practice, Trust & Estates Practice, and Tax Law Practice in McDonald Carano’s Reno office.
David is a Managing Director at MPI and leads the Seattle office while splitting his time between that office and the San Francisco office. Over three decades he has valued companies across many industries, particularly food and beverage.
Tom is a Managing Director at MPI and leads its San Francisco office. Tom’s valuation experience spans over two decades and includes several years as an investment bank securities analyst.
Michaelle is an attorney, practicing in matters of high and ultra-high net worth estate and gift tax planning, charitable planning, administration of taxable trusts and estates, formation of family offices, family trust companies, and tax-exempt entities.
Sam Donaldson a Professor of Law at Georgia State University in Atlanta. He teaches several tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility.
A founding partner of Harrison LLP, Louis Harrison’s practice encompasses all aspects of trust and estate planning, including estate and business planning for closely held companies.
Elise advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning, estate, and trust administration, wealth-transfer techniques, tax matters, cryptocurrency and QSBS planning, real estate transactions.
Joseph advises clients on all matters pertaining to the intergenerational transfer of wealth, including estate planning, succession planning, tax planning, trust and estate administration, audits, examinations, controversy avoidance and litigation.
Alan Freer is a member of the firm’s management committee, where he focuses his practice primarily on trust and estate litigation.
A distinguished bankruptcy lawyer with over four decades of experience, Sallie represents clients throughout Nevada in all areas of bankruptcy, financial restructuring, corporate reorganization, creditor rights, debtor rights, etc.
Robert Armstrong is nationally recognized for his representation of high-net-worth clients and family trust companies.
Stevie Casteel is a trusted advisor to a wide range of high net worth and exempt organization clients and is a partner in the firm’s private client services practice group.
Kirsten Wolff represents individual clients in the areas of estate planning, estate and trust administration, estate and gift taxation, charitable gift planning, and probate.
Stephen Bigge is a Partner with Keebler & Associates, LLP whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs.
No records found.
