Nevada Forum Meeting Agenda

Wednesday, October 16, 2019
7:30 AM - 8:30 AM
Registration & Executive Breakfast
8:30 AM - 8:45 AM
Welcome Remarks
8:45 AM - 10:45 AM
Alcohol, Guns and Cannabis: Planning With Regulated Assets
Wendy S. Goffe of STOEL RIVES LLP, Seattle
After a client’s death, a fiduciary may discover that the decedent owned some unusual assets - guns, wine, and cannabis - to name just a few.  Each of these requires special attention in order to avoid a wasting asset.  This presentation will explore some of the ways to plan for unusual and regulated assets a client may own, and keep them and their fiduciaries out of trouble.
10:45 AM - 11:00 AM
11:00 AM - 12:00 PM
Trust and Estates Legislative Update
Alan Freer & Jeff Luszeck
The Trusts and Estates Section of the Nevada Bar sponsored a lengthy bill addressing many of the issues that our bar identified as opportunities for improvement in maintaining the best trust and asset protection planning situs in the country.  Alan & Jeff chaired the legislative committee for this section of the bar and invested significant time and energy throughout the legislative process.  They will be sharing the changes that were passed.
12:00 PM - 12:45 PM
Lunch & Networking
Napa Buffett lunch will be served with vegetarian and gluten-free options.
12:45 PM - 1:00 PM
Sponsored Presentation - Peak Trust
1:00 PM - 2:00 PM
Lawyers in the News - 1.0 Ethics Credit
Joe Garin of Lipson Nielson
This presentation will include a highly entertaining of lawyers who have recently been in the news for committing ethical no-nos and a review of the rules they violated.  
2:00 PM - 2:15 PM
2:15 PM - 3:15 PM
Best Planning Practices to Avoid Future Fights
Kirk Kaplan of CrestKey
In-depth presentation covering strategic drafting in trusts to enforce grantors wishes in cases of blended families to better protect first deceased spouse’s children, addressing significant conveyances via joint accounts, clearer accounting rules, shifting of burdens of proof, protecting charitable gifts from challenges from other beneficiaries, preventing modification via Non-judicial Settlement Agreements, decanting, etc.  Kirk will also cover the benefits of a written evaluation of grantor(s) created at or near the time of signing of estate planning documents.
3:15 PM - 3:30 PM
3:30 PM - 4:30 PM
Overview of Wealth Docx Online
Kristen Gann of WealthCounsel
This presentation provides a detailed walkthrough of the initial setup suggested for new online users, use of the various efficiency tools (tips and tricks), and an overview of the online Wealth Counsel Community.
4:30 PM
Closing Remarks
Applied for 6 hours of CLE with 1 hour of that being ethics credit.
Executive breakfast, Napa buffet lunch, snacks and refreshments included.
Questions?  Contact Kristin Tyler at or  725-777-3000.