National Association of Estate Planners and Councils

2018 NAEPC Directors


John T. Midgett, JD, AEP®
Midgett Preti Olansen
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council

Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
Deutsche Bank Trust Company Americas
Los Angeles, CA
Affiliated with Atlanta Estate Planning Council, Inc.
Judith A. Saxe, JD, AEP®, CAP®
CIBC Private Wealth Management
Boston, MA
Affiliated with Boston Estate Planning Council

Certified Public Accountants

Robert P. Goodman, CPA, AEP®, CFP®
U.S. Trust, Bank of America Private Wealth Management
Phoenix, AZ
Affiliated with Central Arizona Estate Planning Council
  David D. Green, CPA/PFS, CFP®, AEP®, JD, LL.M.
David Green CPA PLLC
Spokane, WA
Affiliated with Spokane Estate Planning Council
Hal R. Terr, CPA, PFS, CFP®, AEP®
Withum, Smith & Brown, PC
Princeton, NJ
Affiliated with Mercer County Estate Planning Council

Chartered Life Underwriters

Thomas M. Borchert Thomas M. Borchert, CLU®, ChFC®, AEP®, CLTC, MA. LUTCF
Professional Insurance & Financial Alternatives
Sioux City, IA
Affiliated with Siouxland Estate Planning Council


Rick MacBarron, JD, CFP®, ChFC®, CLU®, AEP®
Sagemark Consulting
Irvine, CA
Affiliated with Orange County Estate Planning Council


Michael Rush Noland, CLU®, ChFC®, AEP®
Integrated Financial
Tulsa, OK
Affiliated with Tulsa Estate Planning Council



Trust Officers

Julie A. Buschman, CPA, AEP®, CAP®
Northern Trust
Dallas, TX
Affiliated with Dallas Estate Planning Council
Photo Lawrence J. Macklin, Esq., CPA, AEP®
U.S. Trust, Bank of America Private Wealth Management
Baltimore, MD
Affiliated with Baltimore Estate Planning Council
Michael P. Panebianco, JD, LL.M. (taxation), AEP®
Sheehan Phinney Bass & Green PA
Manchester, NH
Affiliated with New Hampshire Estate Planning Council

Financial Planners

Charles V. Douglas, JD, CFP®, CAP®, AEP®
HH Legacy Investments
Atlanta, GA
Affiliated with Atlanta and North Georgia Estate Planning Councils
photo Mary Katherine "Kit" MacNee, CFP®, CRPC
Pasadena, CA
Affiliated with Estate Planning Council of Riverside County



Ginger F. Mlakar, JD, CPA, AEP®
The Cleveland Foundation
Cleveland, OH
Affiliated with Estate Planning Council of Cleveland

Director Emeritus

Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
Denver, CO
Affiliated with Denver Estate Planning Council