Agenda: Nevada Forum Meeting

Friday, May 12, 2023
8:15 AM - 8:45 AM																Continental Breakfast
8:45 AM - 9:00 AM																Introductory Remarks
9:00 AM - 10:30 AM																Choosing a Trustee - It Really Isn't That Simple Panel Discussion Trustee Structures (directed, bifurcated, special trustees, etc.) Trustees for privileged assets (crypto, marijuana, medical providers, etc.) Trustee fee structures S. Craig Stone II, Stone Bybee & Associates, PLLC
10:30 AM - 10:45 AM																Social Break
10:45 AM - 12:00 PM																Powers of Appointment - Do We Really Need These and Can They Hurt Us? General vs. Special Risks Putting more thought into multi-generational trusts Making sure the client doesn’t have an existing power Darcy Houghton, US Bank Katthia P, Lawrence D. Rouse Ltd.
12:00 PM - 1:00 PM																Catered Sandwich Boxes
1:00 PM - 2:15 PM																What Is Going On With A/B Trusts? Who Even Uses Those? Interactive Session facilitated by Darcy Houghton. Why these still matter Nuances between fractional and pecuniary language Providing asset protection and getting the Double Step-up using a Clayton Election Trust Administration Hiccups - what if one has spouse died and the survivor HATES this
2:15 PM - 2:45 PM																Nevada Forum Leadership and Business
2:45 PM - 3:00 PM																Social Break
3:00 PM - 4:15 PM																Reducing the 'Tax Drag' on Liquidity Events: A Survey of Tax Planning Tools for the Business Sale Timeline for Liquidity Event Tax Planning Tax Planning Methodologies The Matrix of Tax Planning Tools Case Studies from Actual Clients S. Craig Stone II, Stone Bybee & Associates, PLLC
4:15 PM - 4:30 PM																Q&A and Closing Remarks

Nevada Forum Meeting Agenda