National Association of Estate Planners and Councils
President Term City
H. Phillip (Hi) Forrest, Esq. 1962-1965 Miami, FL
John G. Khouri, CLU 1965-1966 Boston, MA
Joseph E. Tierney, Jr., CLU 1966-1967 Milwaukee, WI
Frederick Rozelle, Trust Officer 1967-1968 Center Sandwich, NH
Allonzo Horsey, Esq. 1968-1969 Norristown, PA
Joseph D. Coughlin, CPA 1969-1970 Hackensack, NJ
D. Stuart Monroe, CLU 1970-1971 Winnetka, IL
Honorable Bryron J. Johnson 1971-1972 Boise, ID
Herbert E. Butler, Trust Officer 1972-1973 Lake Oswego, OR
Samuel M. von Kummer, CPA 1973-1974 Philadelphia, PA
Hartman Axley, CLU, AEP® 1974-1975 Denver, CO
L. Henry Gissel, Jr., Esq. 1975-1976 Houston, TX
Bruce Welch, Trust 1976-1977 Orlando, FL
Joseph Blacharski, CPA 1977-1978 San Bernadino, CA
Herbert Chasman, CLU 1978-1979 Philadelphia, PA
David L. MacGregor, Esq. 1979-1980 Milwaukee, WI
Sidney Schneck, Trust Officer 1980-1981 New York, NY
Ewing Carruthers, Jr., CLU, AEP® 1981-1982 Memphis, TN
Robert E. Baldwin, Jr., Esq. 1982-1983 Syracuse, NY
Kenneth R. Brown, Trust Officer 1983-1984 Charlotte, NC
Sammuel H. Tannebaum, CPA 1984-1985 Dallas, TX
William J. Braun, CLU 1985-1986 Decatur, IL
James R. Ledwith, Esq. 1986-1987 Philadelphia, PA
Carl E. Stallard 1987-1988 Orlando, FL
Sharon A. Virga, CPA 1988-1989 Landover, MD
Fred R. Kissling, Jr., CLU, AEP® 1989-1990 Lexington, KY
Charles C. Ives, CTFA, AEP® 1990-1991 Cambridge, MA
David E. Lajoie, CPA, AEP® 1991-1992 Dallas, TX
Harold S. Small, Esq., AEP® 1992-1993 San Diego, CA
Gary R. Froid, CLU, AEP® 1993-1994 St. Petersburg, FL
Edward Cutler, CPA, AEP® 1994-1995 Tampa, FL
Joseph H. Bachtiger, AEP® 1995-1996 Bryn Mawr, PA
John H. Burson, Esq., AEP® 1996-1997 Toledo, OH
Thomas M. Forrest, Trust Officer 1997-1998 Wilmington,DE
B. Michael Watkins, CPA 1998-1999 Philadelphia, PA
Robert M. Oliver III, CLU, AEP® 2000 Coral Gables, FL
Joanna Reiver, Attorney, EPLS 2001 Wilmington, DE
Gerald A. Youngs, CTFA, AEP® 2002 Clearwater, FL
Jack Rittenhouse, CLU, CHFC, AEP® 2003 Santa Rosa, CA
A. Stephen McDaniel, JD, AEP®, EPLS 2004 Memphis, TN
Dan H. Florence, JD, CTFA, AEP® 2005 Dallas, TX
Carol E. Tully, JD, CPA, AEP® 2006 Boston, MA
Gary L. Flotron, MBA, CLU, ChFC, AEP® 2007 St. Louis, MO
Walter Lee Davis Jr., Attorney, CPA, AEP®, EPLS 2008 Johnson City, TN
Kathleen J. Belmonte, CTFA, AEP® 2009 Tampa, FL
Michael Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM® 2010 Jacksonville, FL
Joseph V. Falanga, CPA, AEP® 2011 New York, NY

Clark B. McCleary, CLU®, ChFC®, MSFS, AEP®

Joanna F. Averett, MBA, AIF®, AEP®

Gregory E. Sellers, CPA, AEP®

Jordon N. Rosen, CPA, AEP®

Lawrence M. Lehmann, JD, CAP®, AEP®

2012

2013

2014

2015

2016

Houston, TX

San Bernardino, CA

Montgomery, AL

Wilmington, DE

New Orleans, LA

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