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, MST, AEP®
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®
Bank of America Private Bank
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

 

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