Professional Background

Lance McKenzie is a Partner in the Trust & Estates Law Practice Group, focusing his practice on the representation of high-net-worth and ultra-high-net-worth individuals, as well as private family trust companies. He has received TEP designation from the Society of Trust and Estate Practitioners (STEP) and is the author of several published articles, including Private Family Trusts: A Handbook for Advisors.

Mr. McKenzie regularly handles formation and operation of private family trust companies in Nevada, providing clients with long-term asset management and wealth preservation strategies through multiple generations. In working with private family trust companies, he is responsible for the creation of policy and procedure manuals and initial documents, onboarding trusts and ensuring compliance.

Mr. McKenzie also works closely with high-net-worth and ultra-high-net-worth clients on strategies to protect and preserve wealth, providing sophisticated estate tax planning and estate administration for individuals and businesses, including strategic planning strategies for asset protection, gift tax planning, probate and trust administration, charitable and private foundations, and business transactions.

Mr. McKenzie’s practice also encompasses transactional work, including entity formations and structuring buy-sell agreements. He is a former adjunct professor in Business Law at the University of Nevada-Reno and is recognized in the 2024 edition of The Best Lawyers in America in the category of Business Organizations (including LLCs and Partnerships).

Mr. McKenzie was previously on the Board of Directors for KNBP Channel 5 Public Television and is a former Advisory Board Member for the Community Foundation of Western Nevada.

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