Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home

 

Join Whittier Trust’s Victoria Kahn, Sr. Vice President, Nevada Regional Manager, Nevada Office and James Parks, Executive Director, CBIZ (a leading member of their Los Angeles office) Director, Board of Directors of Whittier Trust, along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the many advantages of establishing a trust in the state of Nevada.

Why Your Family’s Money Belongs in Nevada — No Matter Which State You Call Home

Thursday, September 12, 2019

2 p.m. ET/11 a.m. PT

https://www.webcaster4.com/Webcast/Page/494/31390

Nevada has some of the most innovative trust laws and offers attractive income tax advantages for high net-worth families and business owners. As a leading jurisdiction for trusts, Nevada allows families and individuals to employ several strategic advantages that may not be available in other states — even if you don’t call the Silver State home. Families and individuals can take advantage of these benefits by establishing an irrevocable trust with a Nevada trust company as Trustee.

In this webinar, you will learn more about the advantages Nevada has to offer, including:

  • Favorable tax laws: No state income tax on individuals or trusts and no state transfer taxes.
  • Advantageous asset protection laws: Protecting family and trust creators from creditors, former spouses, and other dangers.
  • A trust-friendly environment and cutting-edge laws: Flexibility for unique assets like real estate and businesses, and greater control for trust creators.
  • Maximization of intergenerational wealth transfer, allowing trust creators to leave lasting legacies for many generations.

Join Whittier Trust’s Victoria Kahn, Sr. Vice President, Nevada Regional Manager, Nevada Office, and James Parks, Director, Los Angeles office, along with moderator Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss the many advantages of establishing a trust in the state of Nevada.

 


Speakers

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Victoria Kahn

Sr. Vice President, Nevada Regional Manager, Whittier Trust

S. Victoria Kahn leads The Whittier Trust Company of Nevada Inc.’s Reno, Nevada office, and oversees The Whittier Trust Company of Nevada’s Client Advisory group’s delivery of highly responsive, customized client service to high-net-worth individuals, families, and private foundations in more than 30 states. In addition, Ms. Kahn serves on the board of directors of The Whittier Trust Company of Nevada, Inc. Ms. Kahn joined Whittier Trust Company in 2017 as a client advisor and has worked with clients in the areas of trust and agency administration, including document review, fiduciary accounting, investments, real estate, taxes, estate planning, philanthropy and family dynamics.

Ms. Kahn brings more than 10 years of experience in private banking, estate and financial planning, and tax law. Prior to joining The Whittier Trust Company of Nevada, Inc., Ms. Kahn was a fiduciary advisory specialist in Santa Barbara, California, where she developed new trust and estate planning business relationships and provided trust and agency account administration to existing clients whose financial plans included investment and wealth management, trust and fiduciary services. Ms. Kahn was also an attorney at Price, Postel & Parma LLP in Santa Barbara, where she specialized in comprehensive estate planning, family business succession planning, probate and trust administration and the law of tax-exempt organizations. Ms. Kahn’s experience also included advising clients on a broad range of individual, corporate, partnership, gift, estate and international tax issues, and business transactions for closely held businesses.

Ms. Kahn has a B.A. in history, cum laude from Colgate University and her J.D. from University of California, Davis School of Law. In addition, she earned her LL.M. in taxation and her Estate Planning Certificate from Georgetown University Law Center. Ms. Kahn has been admitted to practice law in California and is certified Trust and Estate Practitioner (TEP). She also serves as a Trustee for the Board of the Nevada Museum of Art. A Lake Tahoe native, Ms. Kahn lives in Reno with her husband and daughter.

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James Parks

Executive Director, CBIZ (a leading member of their Los Angeles office) Director, Board of Directors of Whittier Trust

Mr. Parks has over forty years of diversified tax, business management and litigation consulting experience with Fortune 500, small and medium sized public, closely held companies and high net worth individuals. He has testified or been deposed on a variety of proceedings including federal and superior courts, arbitration, and has served as special accounting master to the California Superior court on motion picture accounting matters. Mr. Parks has served as a tax expert for the U.S. Department of Justice and has extensive experience as an expert witness in entertainment, marital dissolution, trust accounting and real estate related legal proceedings; valuation of partnership interests in real estate partnerships; bankruptcy proceedings; creditor work-out plans; and bank credit negotiations. Mr. Parks has performed valuation work on motion picture films for litigation proceedings and federal and state income and estate tax purposes.

In the entertainment and media industry, besides representing numerous individuals, Mr. Parks has provided accounting services to corporate entertainment/media clients including MGM, Miller Publishing Group, LLC, Twentieth Century Fox, and Hanna Barbara. In the real estate industry, Mr. Parks, over the years, has been involved in the acquisition and disposition of over two billion dollars of real estate. Mr. Parks has provided professional services to the real estate industry in every phase from property acquisition analysis, leasing, financing and disposition. Mr. Parks is Chairman of the Board of Realty Center Management, Inc., a privately held real estate management and development company which manages and through its affiliates owns an interest in over nine thousand apartment units and approximately two hundred thousand square feet of office and commercial properties.

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Barbara Spector

Editor-in-Chief and Associate Publisher, Family Business Magazine

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited seven volumes of the acclaimed Family Business Handbook series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Benefits

• Completely FREE to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time


Sponsor

Whittier Trust