The SNEPC Board is happy to announce our schedule for the 2024-2025 season.
Kindly RSVP by October 20 to karen@aguirreriley.com.
2024 Meetings
(Location: Rubin Brown, 10801 W. Charleston Blvd, Suite 300, Las Vegas, NV 89135)
September 13, 2024 – 12-1:30pm (lunch)
- Speaker: Dr. Gerry Beyer
- Topic: Artificial Intelligence and Its Impact on Today’s Estate Planner
October 30, 2024 – 12-1:30 pm (lunch)
- Speaker: Naomita Yadav, Esq.
- Topic: S-corp planning for business succession
- Presented by: Raymond James Financial
November 14, 2024 – 12-1:30pm (lunch)
- Speaker: Christopher Siegle, Managing Director & Wealth Advisor
- Topic: Too Much, Too Fast: Moving Value Out of GSTT Vulnerable Trusts
December 11, 2024 – 12-1:30pm (lunch)
- Speakers: Philip Wolf, Esq., and Steven Walker, Esq.
- Topic: Real Life Recommendations for Clients Moving from California to Nevada, including Strategies for Income Tax on Trusts in California
- Presented by: Nevada Community Foundation
January 27, 2024 – 12-1:30pm (lunch)
- Speakers: Dan Gerety, Gerety & Associates
- Topic: Using Trusts in Planning for QSBS
Southern Nevada Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
