Trustee Bootcamp Program · Oct 22–24, 2026

Educate trustees. Protect families. Preserve legacies.

October 22–24, 2026HALL Park Hotel, Autograph Collection · Frisco, Texas

Until the Welcome Reception

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A welcome from our founder

Welcome to Trustee Bootcamp.

Most trustees are handed the job without ever being shown how to do it.

A loved one passes or a document gets signed, and suddenly you are responsible for a family’s future and answerable to the IRS.

I built this weekend so you never have to guess. Ask the hard questions. Write everything down. Lean on the people in this room.

When you leave on Saturday, you will know exactly what your family is counting on you to do, and how to do it right.

I’m honored you’re here.

Brenda L. Demery, EA

Founder & Enrolled Agent, JB Income Taxes

Program

All times are Central Time. The schedule may change. This page always shows the latest version.

Thursday, October 22

Arrival & Welcome Reception

Speakers

Attorneys, advisors and practitioners who work with trusts, taxes and the IRS every day.

Venue & logistics

HALL Park Hotel, Autograph Collection

3220 Internet Blvd, Frisco, TX 75034

Check-In & Registration: Friday: registration opens at 8:00 AM in the Gallery Pre-Function. Saturday: check-in with breakfast from 8:00 AM. Pick up your Trustee Compliance Workbook and toolkit at registration.
Parking: Hotel guests: complimentary valet, validated at the front desk. Day attendees: self-parking in the lot directly next to the hotel.
Wi-Fi: [Details coming soon]
Dress Code: Business casual during the program. Cocktail attire for the Friday evening reception and Legacy Dinner.
Hotel Block: Stay on site at the HALL Park Hotel at our preferred group rate. VIP tickets include the hotel stay.Book the group rate
Accessibility: [Details coming soon]