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DTSTART:20251204T180000Z
DTEND:20251204T193000Z
LOCATION:Doubletree Hilton - CAMPBELL CENTRE
UID:2775720251204T180000ZHow to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
DTSTAMP:20260509T044025Z
DESCRIPTION:\nREGISTRATION IS CLOSED\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n$37 (MEMBER MEAL/PROGRAM - IF AVAILABLE)\n \n$50 (GUEST MEAL/PROGRAM - IF AVAILABLE)\n \n$25 - PROGRAM ONLY\n \n \n \nLUNCHEON PROGRAM\n \nTHURSDAY, DECEMBER 4, 2025\n \nNOTE LOCATION!\n \nDOUBLETREE HILTON - CAMPBELL CENTRE\n \n8250 N. CENTRAL EXPRESSWAY, DALLAS\n \n(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)\n \nREGISTRATION DEADLINE: NOVEMBER 25, 2025 (5:00 P.M.)  \n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n$37 - MEMBER WITH MEAL\n \n$50 - GUEST WITH MEAL\n \n$25 - PROGRAM ONLY/NO MEAL\n \n \n \nTHE POWERS OF TRANSPARENCY:\n \nHOW TO ESTABLISH TRUST AND COLLABORATION\n \nAMONG BENEFACTORS, BENEFICIARIES AND TRUSTEES\n \n\n \nLUKE JERNAGAN\n \n Sponsored by Armanino and McBride & Associates of Merrill Lynch Management\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \nLuke 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.\n \nLuke 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.\n \nThere 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.   \n \nPlease 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 3rd party).  \n \nWE 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\n \nIMPORTANT: PLEASE READ BELOW!\n \nTHE 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.\n \nPLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING\n \n \n
SUMMARY:How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees - Dallas Estate Planning Council 
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