Become the Trustee Your Family Is Counting On You to Be
The Trustee Bootcamp is a two‑day intensive education experience for trustees, fiduciaries, business owners, wealth advisors, and families protecting real assets. It is taught by the professionals who administer, defend, and file for trusts every single day.
Walk in Friday. Walk out a Certified Trustee Leader.
Reserve My Seat: $3,497General Admission $3,497 · Prefer the VIP Experience? See what’s included →
This Is Not a Bait‑and‑Switch Conference.
You have seen the events where a cheap ticket is really just the runway to a pitch. This is the opposite. The price you see is the full price, there are no upsells, and nothing is sold from the stage. Every hour of these two days is education. Our mission is simple: educate trustees, protect families, preserve legacies.
Is This You?
You hold a trust, and quietly wonder if you are running it right.
You are not alone, and it is not your fault. Most trustees were handed a title and a binder, and never taught how to do the job. Signing the documents was only the beginning. The real responsibility began the day you accepted the role.
You are the professional your clients lean on.
EAs, CPAs, attorneys, financial advisors, and family‑office professionals: this is the education and toolkit that lets you serve trustee clients with total confidence, and become the advisor they refer.
A Trust Doesn’t Protect Your Family.
A Correctly Administered Trust Does.
Through real trust‑related IRS examinations and advisory work this year, one pattern keeps repeating. The trustees who get exposed are not reckless. They simply treated “having a trust” as the finish line. The quiet mistakes are the expensive ones:
- Assets never properly titled or recorded, so on paper the trust owns them and in reality it does not
- Distributions and decisions with no resolutions, no minutes, no proof the trustee acted properly
- Form 1041 returns filed late, filed wrong, or never filed at all
- Self‑dealing and related‑party transactions no one flagged until the IRS did
Two Days of “Roll Up Your Sleeves” Education
Practical instruction on the questions most trustees were never taught to ask:
Thursday, October 22
6:30 PM to 9:00 PM
Friday, October 23
8:00 AM to 10:00 AM Breakfast
10:00 AM - 5:00 PM Event Program
Saturday, October 24
9:00 AM to 12:00 PM Event Program
Networking until 1:00 PM
Friday, 6:30 PM to 7:30 PM
Friday, 7:30 PM to 9:30 PM
Saturday, 1:00 PM - 3:00 PM
Live and in person
Seating is capped
Your Certified Trustee Leader certificate and the complete toolkit
You Don’t Just Learn It. You Leave With It.
Your seat is all‑inclusive. Every session, your certification, the full compliance workbook and toolkit, and meals during the program are included. There is nothing else to buy.
Learn From the People Who Do This Work Daily
Not theorists. Practitioners in trust administration, taxation, estate planning, and IRS representation.
Brenda Demery, EA
Trust taxation, Form 1041 preparation, fiduciary responsibilities, IRS compliance, trustee governance, audit readiness, and real‑world trust administration.
Austin Parker, ESQ
He knows what the IRS looks for because he used to build the cases. Government expectations, trust compliance, legal responsibilities, and fiduciary accountability, from the side of the table that builds the cases.
The Expert Faculty
Estate planning attorneys, wealth strategists, trust advisors, financial professionals, and insurance & wealth‑planning specialists.
Adam Y. Zentner
Kansas City-based attorney with approximately 15 years of legal experience, including 12 years in criminal prosecution and service as an Assistant Attorney General for the State of Kansas.
Rochelle Jones
Applum Real Estate Serves individual and institutional clients through her real estate brokerage. Her experience includes working with family offices, private equity, hedge funds, and real estate acquisitions and dispositions.
David Jakubs
Serves as Chief Investment Officer for a Dallas-based family office and as Chief Financial Officer for several portfolio companies. His background includes private banking, investment banking, corporate strategy, and business operations. His experience spans investments, financial management, and healthcare-related businesses.
Jolene Varney
Has a background in corporate finance, international business, tax structuring, and acquisitions. She later transitioned into consulting and real estate investing, incorporating trusts into her investment, asset protection, and estate-planning approach. Her intended contribution is to share her personal experience and highlight the importance of ongoing trust administration and compliance.
Jake Frugé Jr.
Host. Managing partner of JB Income and owner of JFJ Holdings, a mergers and acquisitions firm.
Choose Your Seat
Seating is capped on purpose. A certification only works when every person in the room gets real attention, so once we are full, we are full. Every ticket includes both days, all sessions, your certification, the full compliance workbook and toolkit, and meals during the program.
General Admission
- Thursday Welcome Reception (6:30 - 9:00 PM)
- Friday Legacy Dinner 7:30 PM to 9:30 PM
- Full two‑day Bootcamp experience, October 22‑24, 2026
- Trustee Leadership Certificate (your certification)
- Trustee Compliance Workbook, checklists, annual calendar & templates
- All meals during the program, all‑inclusive, nothing else to buy
- Networking with trustees, attorneys, EAs & advisors
The VIP Experience
- Everything in General Admission, plus:
- VIP Lunch + Mastermind with our speakers (Saturday 1:00–3:00 PM, lunch served)
- VIP only Cocktail Hour - Friday Legacy Dinner
- Hotel stay included at the Hall Park Hotel, Autograph Collection
- Priority seating & expedited check‑in
- Premium gifts + VIP‑only experiences
Questions, Answered
What are the parking options at the venue?
We offer two parking options:
Hotel Guests: Complimentary valet parking is validated at the front desk.
Day Attendees: Self-parking is available in the lot directly adjacent to the hotel.
What is the dress code for the event?
The general dress code is business casual. However, please note that cocktail attire is requested for the Friday evening reception and dinner.
Is this going to turn into a sales pitch?
No. This is not a bait‑and‑switch conference. The price you see is the full price. There are no upsells and no pitch from the stage. Two days of real work, and you keep everything you build.
Do I need to already have a trust to attend?
No. Many attendees already hold a trust and want to run it correctly. Others are preparing to create one, or advise clients who have them. The education applies either way.
Who is this for?
Trustees and successor trustees, trust beneficiaries, business owners, high‑net‑worth families, and the EAs, CPAs, attorneys, and advisors who serve them.
What do I actually walk out with?
You walk out a Certified Trustee Leader, with the certificate and the complete toolkit to run and defend your trust for good: the Trustee Compliance Workbook, checklists, an annual compliance calendar, sample resolutions, tax‑planning templates, and access to the National Association of Trustees Community.
Why is seating capped?
That is not a marketing line. A certification only works when every person in the room gets real attention, and that stops being possible past a certain number. So we cap it. Once we are full, we are full.
What if my plans change?
Tickets are not refundable, but they are transferable. Submit a written request before the event and, with approval, your seat can go to your co‑trustee, successor, or a colleague. See the full policy in our Terms & Conditions.
Where is the event, and when does it run?
The Hall Park Hotel, Autograph Collection in Frisco, Texas, on October 22‑24, 2026. Programming runs Friday from approximately 11:00 AM to 5:00 PM and Saturday from 9:00 AM to 6:00 PM, with an optional VIP evening. Attendees handle their own travel and lodging. VIP includes your hotel stay at the host hotel.
Your Family’s Legacy Deserves a Trustee Who Knows Exactly What They’re Doing.
Walk in unsure. Walk out certified, organized, and protected.
Reserve My Seat: $3,497No upsells. No pitch from the stage. The price you see is the full price.