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Advisory Board

NAEPC and The NAEPC Education Foundation would like to thank the members of The NAEPC Education Foundation Advisory Board for their time and service. Those noted below are the leading practitioners within the estate planning community and their industries. We appreciate their continued support of the mission and vision of The NAEPC Education Foundation.

Steve R. Akers, JD, AEP® (Distinguished)
Bessemer Trust Company, N.A.
Dallas, TX

P. Thomas Austin, CPA, CLU®, ChFC®, AEP® (Distinguished)
Ziegler, Metzger & Miller LLP
Cleveland, OH

Frank S. Berall, Atty, LL.M., AEP® (Distinguished)
Copp & Berall, LLP
Hartford, CT

Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Pioneer Wealth Partners
New York, NY

Lawrence Brody, JD, LL.M., AEP® (Distinguished)
Bryan Cave LLP
St. Louis, MO

Vincent M. D'Addona, CLU®, ChFC®, AEP®
Strategies for Wealth
New York, NY

Jo Ann Engelhardt, JD, LL.M., AEP® (Distinguished)
Bessemer Trust Company, N.A.
Palm Beach, FL

Thomas M. Forrest, TO, CPA, AEP® (Distinguished)
U.S. Trust Company of Delaware
Wilmington, DE

Stanley M. Johanson, JD, LL.M., AEP® (Distinguished)
University of Texas School of Law
Austin, TX

Lawrence P. Katzenstein, Atty, AEP® (Distinguished)
Thompson Coburn LLP
St. Louis, MO

Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Keebler & Associates, LLP
Green Bay, WI

Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)
New York, NY

Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished)
CohnReznick LLP
New York, NY

Al W. King, III, JD, LL.M., AEP® (Distinguished)
South Dakota Trust Company, LLC
New York, NY

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) Nominee
Littman Krooks LLP
White Plains, NY

Stephan R. Leimberg, JD, AEP® (Distinguished)
Leimberg Information Services, Inc. (LISI)
Amelia Island, FL

Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
Oshins & Associates, LLC
Las Vegas, NV

Jeffrey N. Pennell, JD
Emory University School of Law
Atlanta, GA

John W. Porter, B.B.A., JD, AEP® (Distinguished)
Baker Botts LLP
Houston, TX

Susan Porter, JD, LL.M., CTFA, AEP® (Distinguished)
New York, NY

Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
The Ethical Edge, Inc.
Pleasant Hill, CA

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