The Nevada Advantage in Context: Comparing Today’s Top Trust Jurisdictions

$45

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The Nevada Advantage in Context: Comparing Today’s Top Trust Jurisdictions
About the Program

Jurisdictional selection remains a critical—and often misunderstood—component of advanced estate planning. This presentation analyzes the “Nevada Advantage” in comparison with other top domestic trust jurisdictions, with a focus on dynasty trusts, asset protection trusts, directed trust regimes, taxation, and administration considerations. The discussion is tailored for a deeper understanding of how jurisdictional differences affect planning outcomes and how you can best serve your clients by considering a trust across state lines.

Speaker(s)
Robert Renken

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Whittier Trust

Robert W. Renken is Executive Vice President, General Counsel at Whittier Trust. He is responsible for the legal affairs of the Trust Companies and their affiliated entities

Bob brings to Whittier Trust over twenty years of experience in providing legal advice to closely held businesses and high net-worth individuals, focusing on business succession and estate planning, tax strategies, non-profit organizations and trust administration. His most recent position was as a Shareholder of Clark & Trevithick in Los Angeles. Prior to that Bob held the position of Senior Vice President, Trust Counsel with Fiduciary Trust International of California. Bob has been recognized as a Southern California Super Lawyer and is a frequent speaker on a variety of tax, trust, business and related topics to professional groups and trade organizations.

Bob obtained his Juris Doctor from Loyola Law School, a Masters of Business Taxation from the University of Southern California and his Bachelor of Science degree from University of the Pacific. He is a member of the California State Bar, a member of the Industry Board of the Drucker Family Business Institute, a member of the Board of Directors for the Boy Scouts of America Greater Los Angeles Area Council and a member of the Rose Bowl Legacy Foundation.

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Kristen Matteoni

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Whittier Trust

Kristen D. Matteoni is Vice President, Associate Counsel at Whittier Trust. She is responsible for assisting in the legal affairs of the Trust Company, including advising on trust, fiduciary, corporate, regulatory, and business matters.

Kristen has nearly a decade of experience in trust and estate law. Prior to joining Whittier Trust, she was an estate planning attorney with Snell & Wilmer, LLP in their Private Client Services department where she advised high-net-worth individuals on estate planning, estate and trust administration, business succession, and non-profit organizations. Before that, Kristen practiced at Maupin Cox & LeGoy, focusing on estate planning and estate and trust administration.

Kristen obtained her Bachelor of Arts, International Affairs, magna cum laude from Wagner College and her Juris Doctor, magna cum laude, from the William S. Boyd School of Law, University of Nevada, Las Vegas. She serves on the Board of the Probate and Trust Section of the Nevada State Bar, is a member of the Committee for the Nevada Fiduciary Association, and on the Changemakers Committee of the Children’s Cabinet.

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Accreditation
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust, and Probate Law
Credit Type:
General
Original Air Date:
February 17, 2026
Accredited in:
California

You may be able to self apply for credits in states not listed. Email for accreditation information in your state.

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