Distinguished Accredited Estate Planners

The National Association of Estate Planners & Councils is proud to recognize the individuals below as Distinguished Accredited Estate Planners. The award is given in recognition of distinguished service to the field of estate planning. The honor is awarded on a yearly basis beginning with the Annual Conference in November 2004.

Most Recent Recipients

Dennis A. Calfee
University of Florida
Award received November, 2007
Read full bio.
Regis W. Campfield, J.D., AEP
Southern Methodist University Dedman School of Law
Award received November, 2007
Read full bio.
Robert S. Keebler, CPA, MST, DEP
Virchow, Krause & Company, LLP
Award received November, 2007
Read full bio.
Richard W. Nenno
Wilmington Trust Company
Award received November, 2007
Read full bio.
Richard A. Oshins
Oshins & Associates, LLC
Award received November, 2007
Read full bio.
Charles L. Ratner
Ernst & Young LLP
Award received November, 2007
Read full bio.
Gideon Rothschild
Moses & Singer LLP
Award received November, 2007
Read full bio.
Howard M. Zaritsky, J.D., LL.M.
Consulting Counsel
Award received November, 2007
Read full bio.

 
 
Recipients from Previous Years

Byrle M. Abbin, CPA, JD
Wealth and Tax Advisory Services
Award received November, 2004
Read full bio.
Roy M. Adams, J.D., LL.M.
Sonnenschein Nath & Rosenthal LLP
Award received November, 2006
Read full bio.
Steve R. Akers, J.D.
Bessemer Trust
Award
received November, 2006
Read full bio.
Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP
BTA Advisory Group
Award received September, 2005
Read full bio.
Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP
Baldwin Financial Systems, Inc.
Award received November, 2004
Read full bio.
Jonathan G. Blattmachr, JD
Milbank, Tweed, Hadley & McCloy LLP
Award received November, 2004
Read full bio.
Lawrence Brody, JD, LL.M.
Bryan Cave LLP
Award received November, 2004
Read full bio.
Natalie B. Choate, Esq.
Bingham McCutchen LLP
Award received November, 2004
Read full bio.
Thomas F. Commito, J.D., LL.M., CLU, ChFC
Lincoln Financial Distributors
Award received November, 2006
Read full bio.
Richard B. Covey, J.D.
Carter Ledyard & Milburn LLP
Award received November, 2006
Read full bio.
S. Stacy Eastland, JD
Goldman, Sachs & Co.
Award received November, 2004
Read full bio.
Thomas M. Forrest, CPA
U.S. Trust Company of Delaware
Award received September, 2005
Read full bio.
Donald Ray Haas, CLU, ChFC, CFP®, RFC, MSFS
Registered Financial Gerontologist
Award received September, 2005
Read full bio.
Ann W. Hartmann, MBA, CLU, ChFC, AEP
Hartmann & Associates
Award received November, 2006
Read full bio.
Lawrence P. Katzenstein, JD
Thompson Coburn LLP
Award received September, 2005
Read full bio.
Sidney Kess, Esq., CPA, JD. LLM
Award received September, 2005
Read full bio.
Stuart Kessler, CPA, PFS, J.D., LL.M., AEP
RSM McGladrey
Award received November, 2006

Read full bio.
Stephan R. Leimberg, Esq.
Leimberg & Associates
Award received November, 2004
Read full bio.
Clark B. McCleary, CLU, ChFC
McCleary & Associates
Award received November, 2006
Read full bio.
Malcolm A. Moore, LL.B.
Davis Wright Tremaine LLP
Award received September, 2005
Read full bio.
Susan Porter, CTFA
US Trust Company of New York
Award received November, 2004
Read full bio.
Frank L. Rainaldi, CLU, ChFC
The Kugler Company, LLC
Award received November, 2004
Read full bio.
Martin J. Satinsky, CPA/PFS, J.D., LL.M.
Smart and Associates, LLP
Award received November, 2006
Read full bio.
Edward A. Slott, CPA
E. Slott & Company
Award received September, 2005
Read full bio.
Conrad Teitell, LL.B., LL.M.
Cummings & Lockwood LLC
Award received November, 2006
Read full bio.
James H. Wilson, CPA/PFS
Blackburn, Childers & Steagall, PLC
Award received November, 2006
Read full bio.

 
Find an Estate Planner

Find an Estate Planning
Council in your area


Plan now for National Estate Planning Awareness Week
October 20-26, 2008

 

Learn more about the Tax & Legal Seminar, a pre-Conference opportunity for technical education attendees on Wednesday, November 12, 2008

2007 Conference Highlights and Photos!

 
The NAEPC Foundation Needs Your Help

Councils: Approve the Every Council Campaign

 

 

 


National Association of Estate Planners & Councils  1120 Chester Avenue, Suite 470  Cleveland, OH   44114
Phone: (866) 226-2224   ~   Fax: (216) 696-2582   ~   E-Mail: admin@naepc.org


© , All Rights Reserved. See Privacy Policy.