ESTATE PLANNING COUNCIL OF NORTH TEXAS

NOTE: THIS IS A JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL

LUNCHEON PROGRAM

THURSDAY, DECEMBER 4, 2025

NOTE LOCATION!

DOUBLETREE HILTON - CAMPBELL CENTRE

8250 N. CENTRAL EXPRESSWAY, DALLAS

(Lunch is served Noon-12:30; Program 12:30-1:30 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

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 the following Sponsors for their support for 2025-2026: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville CPAs & Advisors, Wealth Advisors Trust Company, Weeks Law Firm, Happy Trust and Farmers National Company.

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

PAYMENT IS REQUIRED AT TIME OF REGISTRATION

$37 - Member (meal and program)

$50 - Guest (meal and program)

$25 - Member (NO MEAL/program only)

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS

NOTE: If a work computer blocks the payment link, please try using a personal computer