Skip to Main Content

2024 NBA Nevada Trust Conference

April 29 - May 1, 2024 | Caesars Palace

About this Event

The 3rd annual Nevada Trust Conference will gather national and local experts to share updates for tax, estate and trust planners.

Nevada’s growing trust industry continues to make it the jurisdiction of choice for many individuals and institutions alike. The Nevada legislature, judiciary, and state officials have reinforced their commitment to the endurance and security of the trust industry in Nevada.

Based on previous events, we anticipate approval for up to 20 hours of continuing education credits for legal, CPA, CFTA, CFP and other designations, including 2 hours of ethics credits.

Event Details

CBA Member Bank (Until March 29): $875

CBA Non-Member Bank (Until March 29): $950

:

CBA Member Bank (After March 29): $950

CBA Non-Member Bank (After March 29): $1,150

Monday April 29, 2024 - Wednesday May 01, 2024

Add to iCal

Share this event:

Copied to Clipboard

Agenda

Monday, April 29

11:00 am Registration Open

1:00 PM Welcome - Nevada Trust Panel Presentation

2:00 PM Federal Tax Update, Professor Sam Donaldson

3:10 PM Practical Partnership Solutions to Common Client Situations, Paul Lee

4:00 PM Protecting Clients from Fraud and Scams, Professor Benjamin Edwards

5:00 PM Opening Reception with Exhibiting Sponsors

Tuesday, April 30

7:30 AM Breakfast with Exhibiting Sponsors

8:30 AM Nevada Planning Update, Michaelle Rafferty

9:30 AM Corporate Transparency Act, Bob Armstrong

10:35 AM Nevada Case Law, Alan Freer

11:30 AM Closely Held Business, Sam Donaldson

12:20 PM Lunch Exhibitors

1:30 Concurrent Sessions

2:25 Concurrent Sessions

3:30 Concurrent Sessions

4:15 PM Ethics, Professor Benjamin Edwards

Wednesday, May 1

7:30 AM Breakfast with Exhibiting Sponsors

8:30 AM Reality Versus Scary Theory, Louis Harrison

9:30 AM The Nuts & Bolts of Fiduciary Accounting, Francine Lee

10:35 AM Insurance Planning

11:30 AM Planning with Derivatives, David Handler

12:20 PM Lunch with Exhibitors

1:30 Concurrent Sessions

2:25 Concurrent Sessions

3:30 Concurrent Sessions

4:15 Nevada Trust Company Panel Presentation

Hotel

Caesars Palace
3570 Las Vegas Blvd South
Las Vegas, NV 89109-8933

A block of rooms has been reserved at CAESARS PALACE RESORT & HOTEL. Make your reservation here. Book by March 29, 2024, to enjoy our preferred guest rate!

You may book directly with the hotel, neither NBA or Caesers has contracted with or endorsed any logistics or travel firms. The official full site link can be found below: