The transition from trust planning to trust administration is where important details become operational responsibilities. For estate-planning attorneys, selecting a trustee involves more than evaluating qualifications and fiduciary experience.The proposed…
A directed trust can clearly divide responsibilities on paper. The real test comes when someone needs to make a decision. One of the advantages of Nevada's directed trust framework is…
The trust may be ready. But is the asset?A carefully structured trust can accommodate sophisticated planning objectives. Yet when the assets include closely held businesses, private investments, real estate or…
A self-settled asset protection trust is a specialized type of irrevocable trust that allows the person who creates the trust (the grantor) to also be a potential beneficiary. In other words, you can place assets into the trust, protect them from future creditors, and still retain the possibility of benefiting from those assets under certain conditions.
A trust can be carefully drafted, properly funded, and built around sophisticated planning strategies, yet still fail to achieve its objectives if administration breaks down over time.
Quick SummaryNot every family needs an irrevocable trust. For many people, a revocable living trust is sufficient to avoid probate and simplify the transfer of assets. However, there are situations…
Quick SummaryLong-term care costs can create significant financial pressure for individuals and families, particularly when planning begins only after a health event occurs. While many people focus on how to…
Many savers treat the Roth IRA contribution deadline as a target. While you have until tax day, typically April 15, to contribute for the previous year, relying on this grace…
Planning ahead often involves giving up some control to gain long-term benefits. One tool that reflects this tradeoff is the irrevocable asset protection trust. These structures are designed to protect assets…
When someone passes away without a will, the distribution of their assets, including everyday items like a car, is determined by state law, not personal wishes. This situation, known as…
Ms. Kindig is Vice President of Advancement at The Mob Museum, the National Museum of Organized Crime and Law Enforcement, where she oversees philanthropy, strategic partnerships, public funding initiatives, volunteer engagement, and advisory council relations. She is an accomplished nonprofit executive with more than 15 years of experience in organizational leadership, governance, strategic planning, fundraising, and financial stewardship.
Prior to joining The Mob Museum’s executive leadership team in 2025, Ms. Kindig served as Chief Executive Officer of Candlelighters Childhood Cancer Foundation of Nevada, where she led a six-year period of transformational growth and long-term stabilization. During her tenure, the organization achieved five consecutive operating surpluses, significantly increased organizational assets, expanded programs and services, and acquired its first permanent facility. Earlier in her career, Ms. Kindig held leadership positions with The Mob Museum, Catholic Charities of Southern Nevada, and The Solutions Foundation.
Ms. Kindig received her Bachelor of Arts degree from Vanderbilt University and her Master of Science degree from the University of Pennsylvania. She is a graduate of Leadership Las Vegas, a program of the Vegas Chamber, and the FBI Citizens Academy. Ms. Kindig serves in civic and advisory leadership roles throughout Southern Nevada.
Patti Mills joined Nevada Trust Company in 2026 as Assistant Vice President of Marketing, where she leads the firm’s integrated marketing strategy, brand development, and communications initiatives. A Henderson, Nevada native, she is responsible for driving awareness of the company’s trust and fiduciary services through targeted marketing programs, strategic partnerships, content development, and data-driven audience engagement.
With more than 30 years of experience in marketing, media, and business development, Patti has built and executed successful B2B and consumer marketing strategies across a broad range of industries. Prior to joining Nevada Trust Company, she served as a Strategic Account Executive with the Las Vegas Review-Journal and Lightning Digital Agency, where she developed comprehensive marketing solutions for regional and national clients and managed the company’s New Homes publication. She previously spent seven years with Gray Media’s KVVU FOX5, leading community-focused initiatives and digital marketing campaigns, and held leadership roles with Cox Media and Beasley Broadcast Group, where she specialized in strategic advertising, sales management, and client growth.
Patti began her career in gaming and hospitality marketing and earned a Bachelor of Science degree in Journalism with an emphasis in Advertising from Northern Arizona University. Her extensive experience across traditional and digital media, combined with her strategic approach to marketing and relationship development, supports Nevada Trust Company’s mission to serve high-net-worth individuals, families, and their trusted advisors.
Irma Rosales is an experienced administrative professional with over 15 years of experience in executive support, office management, financial administration, and client service. She has established a strong reputation for organization, discretion, and the ability to effectively manage administrative functions while supporting leadership teams and business operations.
Throughout her career, Irma has overseen office operations, coordinated payroll and purchasing functions, managed financial documentation, supported accounts payable and accounts receivable processes, and maintained accurate records with exceptional attention to detail. Her diverse professional background includes supporting government programs, real estate operations, and client-focused organizations where professionalism, confidentiality, and effective communication were essential.
With expertise in operational coordination, process improvement, and executive support, Irma brings a commitment to reliability, service excellence, and building trusted relationships with clients and colleagues. She approaches every responsibility with integrity, efficiency, and a dedication to supporting organizational success while delivering the highest level of professional service.
Celeste Perez joined Nevada Trust Company in 2025 as a Trust Administrator and Notary Public, bringing nearly a decade of experience in retirement services, management, and client service. In her role, Ms. Perez supports the trust review process, oversees comprehensive client reporting, serves as one of the firm’s official Notary Public, and provides administrative and operational support to senior leadership. Her professional background includes roles as a Certified IRA Professional, Customer Service Manager, Corporate Trainer, and IRA Account Manager, equipping her with broad expertise across trust administration functions. Ms. Perez’s experience and attention to detail directly support Nevada Trust Company’s commitment to exceptional client service and operational excellence.
Ms. Yane Hsu is Founder and Principal of Laurea LLC, an advisory firm that provides strategy, fundraising, and investor relations consulting to private equity real estate (PERE) companies. She is a seasoned investment professional with over 25 years of experience in advisory consulting, investment research, and client management.
Prior to founding Laurea LLC in 2016, Ms. Hsu was Vice President and Head of Client Service Analytics at CIM Group, responsible for fundraising, investor relations, and due diligence efforts across the firm’s private equity investment platforms. Prior to joining CIM Group, Ms. Hsu was a Director at Cliffwater LLC, an alternative investments consulting firm, where she led due diligence and research on private equity real estate managers and investment offerings. Previously, she was a Director at BlackRock, responsible for account management and investment strategy for U.S. and non-U.S. insurance clients. Prior to that, she was an Associate Director at MetLife’s Investments Department with portfolio management responsibilities. Ms. Hsu began her career as an Associate in the Pension Consulting Division at Wilshire Associates.
Ms. Hsu received her Bachelor of Arts degree in Economics from University of California, Los Angeles, Master of Business Administration degree in Finance from the Marshall School of Business at the University of Southern California. She also holds the Women in Leadership certificate from Cornell University. Ms. Hsu serves on the Board of Directors of the Nevada Trust Company®, is an Advisory Board member of Alpaca Real Estate, and serves as Senior Advisor to various PERE firms. She also guest lectures at USC’s Marshall School of Business and Pepperdine University’s Graziadio Business School.
Eoin Treacy is a globally recognized investment strategist and Chief Executive Officer of FullerTreacyMoney, a firm dedicated to providing innovative investment guidance to institutional clients, including sovereign wealth funds and family offices. Renowned for blending macroeconomic insight with behavioral and technical analysis, Mr. Treacy brings a unique perspective to portfolio strategy and risk management.
He is the author of Crowd Money: A Practical Guide to Macro Behavioural Technical Analysis, a U.K. bestseller translated into Mandarin for the Chinese market, and serves as Co-Fund Manager of the FP WM Global Corporate Autonomies Fund, a U.K.-based strategy rooted in the investment principles outlined in his book.
Over his career, Mr. Treacy has held senior roles including Investment Director at Southbank Research and Chief Analyst at Rogue Economics, a policy and research institute. Widely regarded for his encyclopedic knowledge of markets and thematic investing, he is a frequent contributor to global media, having appeared on CNBC, CNN, Bloomberg TV, NDTV Profit, and Reuters India, and cited by the Wall Street Journal and the BBC. A graduate of Trinity College Dublin with a degree in Philosophy, he received an Extraordinary Ability green card in 2015 in recognition of his exceptional investment record and influence on the global financial community.
Mr. Thorson has a consulting practice, David Thorson Consulting, which focuses on providing executive management services to small and medium-sized companies. Previously he was Director of Operations for the West Region at the United Service Organizations (USO) overseeing military support services in 9 western states assisting over 1 million service members and their families. Previously he managed the Nevada operations for the USO as Center Director where he was responsible for operations and fundraising activities. Prior to joining the USO in 2017, Mr. Thorson was a Vice President with Nevada Trust Company responsible for financial and business development efforts. He also held management and executive roles at Ford Motor Company and Hewlett-Packard, respectively, as well as executive positions with three technology start-up companies in operations, finance, marketing and sales. He has lived or worked in 7 different countries throughout his career.
Mr. Thorson received his Bachelor of Science degree in Finance and Economics from the University of Arizona, Master of International Management from the Thunderbird School of Global Management, and Master of Business Administration degree from Escuela Superior de Administración y Dirección de Empresas (ESADE) in Spain. He has served as President of the Las Vegas Rotary Club, Assistant District Governor for Rotary District 5300, and Trustee of the Verde Valley School in Sedona, AZ.
Jaclyn Ford-Grella joined Nevada Trust Company in 2018 and serves as a Business Development and Trust Officer. In her role, she manages the day-to-day administration of trust accounts, oversees client reporting, and provides exceptional relationship management as a primary liaison for Nevada Trust Company clients. Jaclyn works closely with senior leadership to advance the firm’s business development strategies and support the continued growth of its services.
With nearly 25 years of experience across operations, wealth management, trust, and retirement services, Jaclyn brings a deep understanding of client needs and financial administration. Prior to joining Nevada Trust Company, she served in several key positions—including Director of Operations, IRA Specialist, and Director of Client Services—within respected wealth management and benefit services organizations. Throughout her career, she has built a strong track record of operational excellence and client-focused service, consistently helping individuals and families protect and manage their financial futures.
Mr. Kingman joined Nevada Trust Company in 2004. He is primarily responsible for the day-to-day relationship management of the firm’s retirement accounts and ensures client inquiries, requests, and communications are addressed timely and accurately. Mr. Kingman also collaborates with other team members to support NTC’s marketing and new business development efforts. He maintains existing and develops new relationships with local financial institutions, prospective clients, and industry partners. Prior to his current role, Mr. Kingman held various positions with the firm and has been integral in improving process efficiencies and the administration of trust operations.
Mr. Kingman received his Bachelor of Business Administration degree in Finance from the University of Colorado
Mr. James M. Kriss joined Nevada Trust Company in 2004 and currently serves as Vice President, responsible for the management and administration of a wide range of trust accounts. His areas of expertise include trust administration, client reporting, and regulatory compliance. Mr. Kriss is an active member of the Firm’s Trust Investment Committee and Trust Administrative Committee, ensuring that oversight, investment governance, and fiduciary standards remain at the highest level. In addition, he serves as Corporate Secretary of Nevada Trust Company.
With nearly 30 years of experience in the trust and banking industry, Mr. Kriss brings a strong foundation in operational excellence and client service. Prior to joining Nevada Trust Company, he spent seven years with Wells Fargo as a Trust Administrator, where he managed more than 500 trust accounts across multiple Western U.S. states. He began his financial services career at First Interstate Bank, initially as a Teller before earning promotion to Assistant Manager, supervising teller operations, training, reporting, and audit functions.
Mr. Kriss holds a Bachelor of Business Administration degree from the University of Nevada, Las Vegas and the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association.
Mr. Joseph G. Mazon joined Nevada Trust Company® in 2017 and currently serves as President, Treasurer, and Chairman of the Board of Directors. In his leadership role, he provides strategic oversight of investment management, research, product offerings, operations, treasury functions, and client relationships. Mr. Mazon also drives the firm’s business development initiatives and is dedicated to creating exceptional client experiences through proactive, goal-oriented engagement.
With more than 35 years of investment and portfolio management experience, Mr. Mazon brings a deep understanding of financial markets and institutional strategy. Before joining Nevada Trust Company®, he was the Founder and Managing Partner of Conexus Partners, a private equity firm specializing in agricultural, ranch, and timberland investments. Earlier in his career, Mr. Mazon spent two decades with MetLife, where he held multiple senior roles, including Head of Institutional Solutions Group, Head of Investment Grade Trading, and Senior Portfolio Manager overseeing more than $300 billion in assets. He began his career at CIGNA as a Trader and Portfolio Manager.
Mr. Mazon earned dual Bachelor of Arts degrees in Finance and Marketing from Central Connecticut State University and an MBA in Investment Finance from the University of Hartford. Beyond his professional achievements, he is deeply committed to conservation and community service. In 2026, he was appointed Treasurer of Ducks Unlimited Canada, becoming the first American to serve in the role. His appointment builds on more than 18 years of board involvement with Ducks Unlimited and service on numerous committees in both the U.S. and Canada. Additionally, he serves as the volunteer Chairman of the USO Local Advisory Council, supporting active-duty service members and military families across Nevada, Utah, and Arizona.
Mr. Peter H. Kingman founded Nevada Trust Company in 1995 and served as its President and Chairman of the Board of Directors for thirty years. Under his leadership, Nevada Trust Company evolved from a boutique fiduciary firm into a recognized leader in asset protection trusts, self-directed retirement services, and wealth management solutions for both U.S. and international clients. Mr. Kingman now holds the honorary title of President Emeritus in recognition of his distinguished service and lasting contributions to the firm’s success.
Mr. Kingman earned a Bachelor of Business Administration from the University of Colorado, a Bachelor of International Management from the Thunderbird School of Global Management, and a Master of Management from Northwestern University’s Kellogg School of Management. His career reflects a lifelong commitment to excellence, innovation, and client-centered financial stewardship.
