National Association of Estate Planners and Councils

2018 NAEPC Directors

Attorneys

John T. Midgett, JD, AEP®
Midgett & Preti PC
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®
Atlantic Trust 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, CFP®, CLU®, ChFC®, JD
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®
Cambridge Trust Company of New Hampshire
Portsmouth, NH
Affiliated with New Hampshire Estate Planning Council

Financial Planners

Charles V. Douglas, JD, CFP®, CAP®, AEP®
Cedar Rowe Partners
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

Philanthropy 

 
Ginger F. Mlakar, JD, CPA
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