Nevada Trust Conference is designed to provide top level industry education and information with an additional highlight on the advantages of Nevada's trust environment . Live and interactive sessions will provide up to 6 hours of CE and CLE credits for a variety of credentials and jurisdictions
WHO SHOULD ATTEND • High-net-worth investment advisors • Financial planners • Estate planning attorneys • Trust officers • CPAs/accountants
Listed in The Best Lawyers in America, Jonathan G. Blattmachr is a Principal in Pioneer Wealth Partners, in the estate planning advisory group. He gives lectures and has written extensively on estate and trust taxation and charitable giving. Mr. Blattmachris was a Harlan Fiske Scholar at the Columbia University School of Law, where he received his law degree and graduated cum laude. He has an A.B. from Bucknell University in mathematics. Mr. Blattmachr has written nine books and over 500 articles on estate planning and other tax issues. He has been an Advisor on The American Law Institute, Restatement of the Law, and Trusts 3rd; he is a member of the American Bar Foundation. He is a retired member of Milbank Tweed Hadley & McCloy LLP and of the Alaska, California and New York State bar associations.
Michaelle D. Rafferty, Shareholder Maupin, Cox & Legoy Michaelle DiGrazia Rafferty (“Michaelle”) is a shareholder attorney in the law firm of Maupin, Cox & LeGoy, primarily practicing in the areas of estate planning, taxation, administration of trusts and estates, and family trust company planning and operations. Michaelle also practices in trust and estate related litigation, fiduciary litigation, and tax and audit related actions. Michaelle has been admitted as a Fellow of the American College of Trust & Estate Counsel (ACTEC) where she serves as the Nevada State Chair, and is a member of the Practice and Fiduciary Litigation Committees. Michaelle recently completed her position as Chair of the Nevada State Bar - Probate & Trust Section where she served as an executive officer for the previous 8 years. She continues to be an active member of the Section’s Legislative and Amicus committees for Nevada, including drafting and testifying on pending legislation before the Nevada legislature, and appearing before the Nevada Supreme Court on matters of trust and estate litigation, including actions related to Nevada asset protection trusts. She serves as the Court-appointed member of the Nevada Supreme Court’s Bench-Bar Committee representing interest of trust and estate counsel. Michaelle is a founding and current Executive Officer for the Probate Bar Association of Washoe County, and has previously served as Executive Officer of the Washoe County Bar Association. She is also a long-standing member of the Northern Nevada Estate Planning Council, and is a frequent speaker and presenter for both national and state continuing education courses related to her areas of practice. Michaelle represents diverse clientele including individuals, families, entities, private and commercial trust companies, university foundations, financial institutions, private and public foundations, family offices and private family trust companies. In her free time, Michaelle can be found skiing, hiking, running, biking, or kayaking in the Sierra Nevada mountains and lakes.
Robert Armstrong is a third-generation Nevadan with unmatched expertise advising high net worth clients and family trust companies on Nevada’s trust, estate and tax planning legal and regulatory landscape. Bob has over forty years of experience serving clients as an attorney and a non-practicing CPA. He is a Fellow of the American College of Trust and Estate Counsel and a member of the American Institute of Certified Public Accountants among other affiliations. Bob has received six “Lawyer of the Year” awards from The Best Lawyers in America and is currently ranked for the 5th consecutive year in the highest Band 1 category for Private Wealth Law in Chambers USA High Net Worth Guide. He received his juris doctorate from Georgetown Law Center and a LL.M. in taxation from New York University.
Alan D. Freer is a member of the Las Vegas law firm of Solomon Dwiggins Freer & Steadman, LTD., where he focuses his practice primarily on trust and estate litigation. Mr. Freer also handles all aspects of trust and estate administration, and routinely represents beneficiaries and fiduciaries in contested matters. He has substantial experience in challenging and defending the validity of estate planning documents, including wills, codicils, trusts and amendments. Mr. Freer also routinely prosecutes and defends claims for breach of fiduciary duty, fraud, undue influence, breach of trust, accounting, fiduciary removal, competency, lack of capacity, unjust enrichment, closely held business disputes and elder abuse. Mr. Freer has received the highest "AV Preeminent Rating" by Martindale-Hubbell and has twice been recognized as the Lawyer of the Year for Southern Nevada in the area of "Trust and Estates" (2020) and "Trust and Estate Litigation" (2017) by Best Lawyers of America. Mr. Freer has also been recognized as one of the top 100 lawyers in the mountain states region by Super Lawyers.
Mr. Freer is a member of the State Bar of Nevada and serves on the Standing Committee on Ethics and Professional Responsibility, previously completing a two-year term as committee chair. Additionally, Mr. Freer presently serves as a co-chair of the Legislative Committee for the Probate and Trust Section of the Nevada State Bar, a position he has held since 2014. Mr. Freer also volunteers as a mentor for the State Bar of Nevada's Transitioning into Practice program (2015-present), where he has assisted and trained newly licensed lawyers on Nevada-specific rules, procedures, ethics and best practices.
Paul Frimmer focuses on estate planning, wills and trusts, probate and trust administration, postmortem tax planning, probate litigation, art law, charitable giving, and tax issues relating to these matters. Widely regarded as one of the top estate planning attorneys in the country, Paul has received numerous accolades for his work. He’s known for taking a collaborative approach with his clients and guiding them toward the best decisions tailored to meet their individual needs. Paul has authored and co-authored more than 50 publications on estate planning and related matters. He is also a frequent speaker at national and local estate planning seminars and institutes, including the NYU Tax Institute, the USC Tax Institute, the University of Miami Estate Planning Institute, ALI-ABA seminars, the USC Probate and Trust Institute, and the UCLA Estate Planning Institute.
Robert is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
Matthew D. Saltzman is an attorney and Managing Shareholder of the Saltzman Mugan Dushoff law firm in Las Vegas, Nevada. Over the course of his twenty-five years as a business attorney in Las Vegas, Saltzman has developed a corporate law practice focused on financial institutions and administrative law which assists financial institutions and other highly regulated businesses with corporate and regulatory compliance matters. Saltzman and his team have worked to obtain licenses for a large number of Nevada retail and family trust companies. He has testified before the Nevada legislature as an expert on trust company legislation and drafted portions of Nevada law relating to the chartering and operation of Nevada trust companies. In recent years his practice has focused on counseling trust companies that providing services related to digital assets including cryptocurrency. Matthew Saltzman received a Bachelor of Arts degree in Economics and Philosophy from the University of Wisconsin, Madison, in 1987. In 1993, he received his Juris Doctor from the University of Pittsburgh School of Law. He was also Executive Editor of the University of Pittsburgh Law Review and served as a teaching assistant for the school’s Legal Research and Writing course.
Matthew Wolf is Director Blockchain and Digital Assets for RSM US LLP. Matthew Wolf, Director Blockchain and Digital Assets
RSM US LLP
Matthew works with banks implementing digital assets and fintechs entering the regulated space
Listen in as Jonathan Blattmachr shares his expert insight of current tax rules and how they impact use of trusts. The presentation will focus on the ins and outs of using a special beneficiary flexible trust and the potential to reduce tax on Trust income.
Michaelle Rafferty walks attendees through the Importance of compliance in a world moving faster than the speed of light, but creating documents and papertrails that will be around electronically for future litigation and/or audit. Increased regulation and the IRS staffing highlight the importance of building solutions to withstand scrutiny.
Leading experts Bob Armstrong and Alan Freer provide updates on the latest trust and estate planning changes and challenges, discuss practical insights and implications, and share their outlook on upcoming developments from a legal and a tax perspective. Their individual presentations are followed by an interactive panel Q&A session.
A primer on tax and other issues relevant to art collectors and their and their advisors. The presentation will cover tax and general rules for the sale of art, the purchase of art, making non-charitable gifts of art, charitable gifts of art, maintaining a client's collection after death, and special rules for artists.
Regulatory considerations for forming and operating a Nevada Trust Company providing
digital asset custody and services
A New year and a new administration, changes are on the horizon. What should you be preparing for?
Registration is closed. Check back for 2023 Conference Registration.
CE REQUEST: ACTION REQUIRED
CFP - if you have not done so, you must request NBA to report your attendance Program Name: Nevada Trust Conference, Program ID 300842 Full program is approved for 6 total credit hours Please request CE by emailing the following information to email@example.com before March 29: First Name, Last Name, CFP Board ID Last 4 of SSN (must be 4 digits)
CA MCLE This conference has been submitted for 5.75 MCLE hours, approval pending. Please provide NBA with your CA Bar Number to receive the MCLE Certificate of Attendance for self submission upon approval, and we request you submit the MCLE Evaluation form attached. SELF REPORT- Program Approval Confirmed
CFTA The program has been approved for 7 CE Attendee Instructions to self report for CE Credit: 1. Log into certification record at aba.csod.com 2. Hover over ADD CE CREDIT select APPROVED NON-ABA CE 3. Enter key word(s) from program title or sponsor name and Select program from search results Search: Approved Non-ABA CE, conference will appear as Nevada Bankers Association | Nevada Trust Conference 4. Click Request when page refreshes click Mark Complete
NV CLE This conference has been approved for 6 general education CE hours by the State Bar of Nevada Continuing Legal Education as a webinar. The course number is 79191for the dates March 1&2, 2022
SELF REPORT- Other You may use the Certificate of Attendance, Conference Packet and Conference Resources to self-report for credentials not listed above. If you attended a portion rather than the full program and would like to know your minutes of participation, or if you have any additional questions, please contact Nevada Bankers Association at firstname.lastname@example.org or call 702-233-8607
Use the pdf form or the fillable word doc posted below to register or call 702-233-8607 for registration assistance.