National Association of Estate Planners and Councils

NAEPC Estate Planning Hall of Fame®

The National Association of Estate Planners & Councils is proud to recognize the individuals below who have been elected to the NAEPC Estate Planning Hall of Fame® and awarded the Accredited Estate Planner® (Distinguished) designation. The award is given in recognition of distinguished service to the field of estate planning and has been presented since 2004 at the NAEPC Advanced Estate Planning Strategies Conference.

2025 Recipients

Brian H. Ashe
Biography
Susan T. Bart
Biography
Barry D. Flagg
Biography
Sandra D. Glazier
Biography
James E. Hughes, Jr.
Biography
Justin Miller
Biography
Edwin P. Morrow III
Biography
John A. Warnick
Biography

Recipients from Previous Years

Byrle M. Abbin
Award received November, 2004
Thomas W. Abendroth
Award received November, 2022
Roy M. Adams
Award received November, 2006
Jay D. Adkisson, JD
Award received November, 2019
Farhad Aghdami
Award received October, 2024
Steve R. Akers
Award received November, 2006
Ronald D. Aucutt
Award received November, 2009
James S. Aussem
Award received November, 2022
P. Thomas Austin
Award received November, 2008
Hartman Axley
Award received November, 2018
Guy E. Baker 
Award received September, 2005
Ben G. Baldwin, Jr.
Award received November, 2004
Bernard Barnett
Posthumous
Award received November, 2008
Dennis I. Belcher
Award received November, 2010
Lyle K. Benson
Award received November, 2023
Frank S. Berall
Award received November, 2013
Turney P. Berry
Award received November, 2015
Gerry W. Beyer
Award received November, 2015
Clark Monroe Blackman II
Award received November, 2023
Jonathan G. Blattmachr
Award received November, 2004
Alexander A. Bove, Jr.
Award received November, 2014
Lawrence Brody
Award received November, 2004
Dennis A. Calfee
Award received November, 2007
Regis W. Campfield
Award received November, 2007
Ewing Carruthers, Jr.
Award received November, 2010
A. James Casner
Posthumous
Award received November, 2009
April Caudill
Award received October, 2024
Herbert Chasman
Award received November, 2012
Natalie B. Choate
Award received November, 2004
Bryan K. Clontz
Award received November, 2022
Gail E. Cohen
Award received November, 2013
Virginia F. Coleman
Award received November, 2009
Thomas F. Commito
Award received November, 2006
Colin "Ben" Coombs
Award received November, 2012
Dave L. Cornfeld
Award received November, 2016
Richard B. Covey
Award received November, 2006
Joan Kirkpatrick Crain
Award received November, 2022
Vincent M. D'Addona
Award received November, 2017
John DeBruyn
Award received November, 2015
Arthur J. Dixon
Posthumous
Award received November, 2014
Samuel A. Donaldson
Award received November, 2011
Fred J. Dopheide
Award received November, 2008
Jeremiah W. Doyle, IV
Award received November, 2012
S. Stacy Eastland
Award received November, 2004
Dirk Edwards, CPA/PFS, JD, MBA
Award received November, 2019
Jo Ann Engelhardt
Award received November, 2008
Martin S. Finn, JD, LL.M., CPA/PFS, AEP® (Distinguished) ​
Award received December, 2020
David M. English
Award received November, 2023
Dana G. Fitzsimons, Jr., JD, AEP® (Distinguished)
Award received November, 2021
Todd A. Flubacher
Award received November, 2023
Constance J. Fontaine
Award received November, 2009
Curtis B. Ford
Award received November, 2011
Thomas M. Forrest
Award received September, 2005
Mary Kay Foss
Award received November, 2022
Charles D. Fox, IV
Award received November, 2008
James Randall Gardner, JD, LL.M., MBA, CPA, CFP®, RLP®, AEP® (Distinguished)
Award received November, 2021
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
Award received November, 2021
Robert P. Gatewood
Posthumous
Award received November, 2008
Terri Getman
Award received November, 2010
Albert E. Gibbons
Award received November, 2013
L. Henry Gissel, Jr.
Award received November, 2011
Wendy S. Goffe, JD, AEP® (Distinguished)
Award received November, 2021
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished) ​
Award received December, 2020
Donald Ray Haas
Award received September, 2005
Edward C. Halbach, Jr.
Award received November, 2009
Michael W. Halloran
Award received November, 2015
David A. Handler
Award received November, 2012
Neil E. Harl, Ph.D., JD
Award received November, 2019
Carol A. Harrington
Award received November, 2012
Ann W. Hartmann 
Award received November, 2006
Jerome M. Hesch
Award received November, 2012
Amy Morris Hess
Award received November, 2018
Christopher R. Hoyt
Award received November, 2012
Donald O. Jansen
Award received November, 2017
Stanley M. Johanson
Award received November, 2008
A. Frank Johns, Jr.
Award received November, 2023
Gerard F. Joyce, Jr., JD, AEP® (Distinguished)
Award received November, 2021
Kim Kamin
Award received November, 2023
Amy K. Kanyuk
Award received October, 2024
Jerry A. Kasner
Posthumous
Award received November, 2008
Lawrence P. Katzenstein
Award received September, 2005
Beth Shapiro Kaufman, JD
Award received November, 2019
Robert S. Keebler
Award received November, 2007
Sidney Kess
Award received September, 2005
Stuart Kessler 
Award received November, 2006
Al W. King, III
Award received November, 2009
Sharon L. Klein, LL.B., LL.M., AEP® (Distinguished)
Award received November, 2021
Tim Kochis
Award received November, 2013
Edward F. Koren, Jr.
Award received November, 2009
Bernard A. Krooks
Award received November, 2014
Ted Kurlowicz
Award received November, 2008
Paul S. Lee
Award received November, 2014
Stephan R. Leimberg
Award received November, 2004
Kathleen B. Leipprandt, CLU®, ChFC ®, CFP®
Award received November, 2019
Lloyd Leva Plaine
Posthumous
Award received November, 2011
Stephanie Loomis-Price
Award received November, 2018
R. Hugh Magill
Award received November, 2017
Carlyn S. McCaffrey
Award received November, 2008
Clark B. McCleary
Award received November, 2006
A. Stephen McDaniel, JD, EPLS, AEP® (Distinguished) 
Award received December, 2020
Miles W. McNally
Posthumous
Award received November, 2011
Edward Mendlowitz
Award received November, 2017
Louis A. Mezzullo
Award received November, 2012
Kathryn W. Miree, JD, AEP® (Distinguished) ​
Award received December, 2020
Malcolm A. Moore
Award received September, 2005
Michael D. Mulligan
Award received November, 2015
Lawton "Mac" Nease, III
Award received November, 2013
Richard W. Nenno
Award received November, 2007
Duncan E. Osborne
Award received November, 2013
Richard A. Oshins
Award received November, 2007
Steven J. Oshins
Award received November, 2011
Barry C. Picker
Award received November, 2012
Jeffrey N. Pennell
Award received November, 2004
John W. Porter
Award received November, 2008
Susan Porter
Award received November, 2004
Tina Portuondo
Award received November, 2022
John R. Price
Award received November, 2010
Mary F. Radford, JD
Award received November, 2019
Frank L. Rainaldi
Award received November, 2004
Charles L. Ratner
Award received November, 2007
Charles A. Redd
Award received November, 2018
Jordon N. Rosen, CPA, MST, AEP® (Distinguished) ​
Award received December, 2020
Lester A. Rosen
Posthumous
Award received November, 2009
Gideon Rothschild
Award received November, 2007
Susan P. Rounds
Award received November, 2022
Joshua S. Rubenstein
Award received November, 2017
Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished)
Award received November, 2021
Martin J. Satinsky
Award received November, 2006
Sanford J. Schlesinger
Award received November, 2009
Pam H. Schneider
Award received November, 2010
Jeffrey Schoenblum
Award received November, 2016
A. Charles Schultz
Award received November, 2018
John J. Scroggin
Award received November, 2017
Martin M. Shenkman
Award received November, 2013
Kathleen Sherby
Award received November, 2022
Robert H. Sitkoff
Award received October, 2024
Lee J. Slavutin
Award received November, 2014
Edward A. Slott
Award received September, 2005
Ramsay H. Slugg, JD, AEP® (Distinguished)
Award received November, 2021
Bruce M. Stone, JD, AEP® (Distinguished) ​
Award received December, 2020
Samuel H. Tannebaum
Posthumous
Award received November, 2012
Conrad Teitell
Award received November, 2006
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) ​
Award received December, 2020
Thomas Neal Tillery, ChFC®, CLU®, LUTCF, CFP®, CRPC®, AEP® (Distinguished)
Award received November, 2021
Steven E. Trytten
Award received November, 2022
Mary E. Vandenack
Award received November, 2023
John A. Wallace
Award received November, 2014
Suzanne Brown Walsh
Award received October, 2024
Richard M. Weber
Award received November, 2009
Julie Welch, CPA/PFS, CFP®
Award received November, 2019
E. Randolph Whitelaw
Award received November, 2013
James H. Wilson
Award received November, 2006
Howard M. Zaritsky
Award received November, 2007
Diana S.C. Zeydel
Award received November, 2016
Randy L. Zipse
Award received November, 2014