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Award
received November 2008 |
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Ted Kurlowicz,
JD, LLM, CAP® , ChFC® , CLU® , AEP®
The American College
Ted Kurlowicz is The Charles E. Drimal Professor of
Estate Planning at The American College in Bryn Mawr, Pennsylvania. He received
his BS degree from the University of Connecticut, his MA degree from the
University of Pennsylvania, JD from the Delaware Law School where he was an
Editorial Staff Member of the Law Review, and Masters of Law in Taxation from
Villanova University School of Law. He holds the CLU® , ChFC® , CAP® , and AEP®
designations and is currently PACE qualified.
Mr. Kurlowicz's responsibilities at the College
include preparation of text materials and courses in Estate Planning, Planning
for Business Owners and Professionals, and Business Succession Planning. Ted has
also participated in the development of state insurance agent licensing
examinations for numerous states. Ted's co-authored Can You Afford to Retire?
published by McGraw Hill. He is also the author of Planning For Business
Owners and Professionals and Estate Planning Applications. Ted was a
contributing author to Financial Planning for the New Century, McGill's Life
Insurance, Fundamentals of Financial Planning, The Federal Income Tax Law, The
Financial Services Guide to The State of the Art, and Financial Planning
2000.
Ted has appeared on NBC Nightly News, Your
Money, a Business News Broadcast on CNN, The Financial Advisers, a
business and financial planning program on PBS, and on several segments of
Money Matters, a financial planning feature of Nation's Business Today.
Ted's quotes have appeared in Newsweek and USA Today.
Ted is an adjunct Professor at Widener and
Philadelphia Universities teaching in the Masters of Taxation program. He is a
frequent speaker to professional associations. Ted publishes a client tax and
estate-planning newsletter franchised by many life underwriters and financial
planners.
Ted is a member of the American Bar Association;
Real Property and Probate Section; the National Association of Estate Planners
and Councils, the Philadelphia Estate Planning Council, and the Society for
Financial Service Professionals.
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