DALLAS ESTATE PLANNING COUNCIL

REGISTRATION IS CLOSED

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

$37 (MEMBER MEAL/PROGRAM - IF AVAILABLE)

$50 (GUEST MEAL/PROGRAM - IF AVAILABLE)

$25 - PROGRAM ONLY

LUNCHEON PROGRAM

THURSDAY, DECEMBER 4, 2025

NOTE LOCATION!

DOUBLETREE HILTON - CAMPBELL CENTRE

8250 N. CENTRAL EXPRESSWAY, DALLAS

(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)

REGISTRATION DEADLINE: NOVEMBER 25, 2025 (5:00 P.M.)  

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

$37 - MEMBER WITH MEAL

$50 - GUEST WITH MEAL

$25 - PROGRAM ONLY/NO MEAL

THE POWERS OF TRANSPARENCY:

HOW TO ESTABLISH TRUST AND COLLABORATION

AMONG BENEFACTORS, BENEFICIARIES AND TRUSTEES

LUKE JERNAGAN

 Sponsored by Armanino and McBride & Associates of Merrill Lynch Management

Luke will share data that explains why transparency is hard for families to embrace. He will then explain the benefits of transparency, outline tools for attorneys and advisors to employ to achieve transparency in families and share several stories of best practices adopted by families who have done this well.

Luke Jernagan is dedicated to helping individuals and families live joyful, fulfilling, and meaningful lives. He pursued this life mission as an Episcopal priest for 15 years before transitioning to his current role as managing director of family learning at Matter Family Office. As the chair of Matter’s Culture & Learning Committee, Luke develops innovative practices that help families learn, grow, and align their financial wealth with their values. He regularly facilitates family meetings and works with Matter’s client teams to develop their communication and collaboration skills. Luke is certified in multigenerational advising, facilitation, and training through 21/64; has a certificate in financial psychology and behavioral finance from Creighton University; and a dual certificate in family business and family wealth advising from the Family Firm Institute. He is the board president of the Cricket Island Foundation, which supports youth-led social change across the US, and a board member of Social Venture Partners in St. Louis.

There is continuing ed credit pending approval for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3^rd party).  

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, Cumberland Trust, Brown Advisory and Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Stout, Carr Riggs & Ingram,  View Capital Advisors, Neuhoff Hunt, Phillips, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm,Matter Family Office, Bisignano Harrison, Inspired Valuation Group, Steel Grove Advisors, Tipping Mineral Management, Atwood & McCall, Dallas Auction Gallery, Probity Advisors, Inc., Hancock Whitney and Baker Tilly

IMPORTANT: PLEASE READ BELOW!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 12/9/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING