Professional Background

Lance McKenzie is a Partner in the Trusts & Estates Group with McDonald Carano, focusing his practice on the representation of high-net-worth and ultra-high-net-worth individuals, as well as private family trust companies.

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 high-net-worth individuals and businesses, including strategic planning strategies for asset protection, gift tax planning, probate and trust administration, charitable and private foundations, and business transactions. He recently received TEP designation from the Society of Trust and Estate Practitioners (STEP).

His practice also encompasses transactional work, including entity formations and structuring buy-sell agreements, and is a former adjunct professor in Business Law at the University of Nevada, Reno.

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. He is also the author of several published articles, including Private Family Trusts: A Handbook for Advisors, and has given multiple seminars on estate planning and administration.

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