National Association of Estate Planners and Councils

2019 Directors

Attorneys

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.
Eido M. Walny, Atty, AEP®, EPLS
Walny Legal Group LLC
Milwaukee, WI
Affiliated with Milwaukee Estate Planning Forum, Inc.

Certified Public Accountants


 
David D. Green, CPA/PFS, CFP®, AEP®, JD, LL.M.
David Green CPA PLLC
Spokane, WA
Affiliated with Spokane Estate Planning Council
 
 
Ryan P. Laughlin, CPA, JD
Wipfli, LLP
Green Bay, WI
Affiliated with Estate Planning Council of Northeast Wisconsin, Inc. 
Hal R. Terr, CPA, PFS, CFP®, AEP®
Withum, Smith & Brown, PC
Princeton, NJ
Affiliated with Mercer County Estate Planning Council

Chartered Life Underwriters


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

Bronwyn L. Martin, MBA, ChFC®, CLU®, CRPC®, CMFC®, AEP®, CLTC, LACP
Martin's Financial Consulting Group
Kennett Square, PA
Affiliated with Chester County Estate Planning Council

 

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

 

 

Trust Officers

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
Susan J. Travis, CFP®, CTFA, AEP®
Mercer Advisors/Kanaly Trust
Houston, TX
Affiliated with Houston Estate & Financial Forum & Houston Business & Estate Planning Council

Financial Planners


 
Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
The American College of Financial Services
Bryn Mawr, PA
Affiliated with Philadelphia Estate Planning Council
photo Mary Katherine "Kit" MacNee, CFP®, CRPC
Morgan Stanley
Pasadena, CA
Affiliated with Estate Planning Council of Riverside County, Estate Planning Council of Pomona Valley, Inc., and Estate Planning Council of San Gabriel Valley

Philanthropy 

 

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

Directors Emeritus

Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP® (Distinguished)
Denver, CO
Affiliated with Denver Estate Planning Council
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
Ft. Lee, NJ
Affiliated with Estate Planning Council of Bergen County