HOTEL
AGENDA
SPONSORSHIP
REGISTER
COMMITTEE
Friday, October 9, 2026
7:00 AM - 11:00 AM
Grand Teton Half Day Wildlife Safari
Meet in Lobby - See Registration Page for more details
9:00 AM - 12:00 PM
Group Hike at Jackson Hole Mountain Resort
12:00 PM - 1:30 PM
Speaker Rehearsal & Sponsor Setup
Cottonwood Ballroom A / Cottonwood A Foyer
1:00 PM - 2:00 PM
Registration
Pine Registration Desk
2:00 PM - 2:05 PM
Welcome Remarks
Cottonwood Ballroom A
2:05 PM - 3:00 PM
Judge Glen Reiser and Jennifer Jordan McCall
WY Trust Administration, Disputes & Best Practices "How to Tame a Tornado: Prevailing in a Powerful Litigation"
3:00 PM - 3:55 PM
Henry Brandts-Giesen
Private Wealth In Transition: From Tax Planning to Legacy, Governance, and Global Stewardship
3:55 PM - 4:15 PM
Coffee Break
Cottonwood Foyer A
4:15 PM - 5:10 PM
Bill Kambas and Brendan MacMillan
The Global Family Office: Beyond Investments
5:10 PM - 6:05 PM
Pedro Correa Falcone
Cross-Border Reorganizations for International Families: Aligning Tax Efficiency, Governance, and Succession
6:15 PM - 7:15 PM
Cocktail Reception
Cottonwood Terrace / Lawn
7:15 PM - 9:15 PM
Dinner
Cottonwood Ballroom B
Saturday, October 10, 2026
7:30 AM - 9:00 AM
Breakfast Buffet - Sponsored by Kaiser Partner Trust Services
Cottonwood Terrace & Ballroom B
8:00 AM - 8:55 AM
Jeremiah Bishop
Wyoming Banking & Trust Regulatory Update
8:55 AM - 9:50 AM
Evelyn Baltodano Sheehan
Professionalizing the Personal: Risk Management in the Face of Trust Litigation Risks and Disputes
9:50 AM - 10:45 AM
Sebastian Orozco and Jaime Gómez
Wyoming Foundations Under U.S. and Civil Law
10:45 AM - 11:05 AM
11:05 AM - 12:00 PM
Madelayne Cordero
Cross-Border Succession Planning for Ultra-High-Net-Worth Families
12:00 PM - 12:55 PM
Patrick Harney and Steven Bostock
The Global Citizen! Tax and Immigration/Second Citizenship Considerations for US Citizens Exploring a Move to the UK/Europe
12:55 PM - 1:00 PM
Closing Remarks
STEP Wyoming | 255 Buffalo Way | Jackson, WY 83001- US
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