National Association of Estate Planners and Councils

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 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. The honor is awarded on a yearly basis beginning with the Annual Conference in November 2004. Please note that the biographical information for each member is current as of the time of the award. Should you need more current contact information, please visit "Find an Estate Planner" under the Quick Links section of the NAEPC website.

Most Recent Recipients

FRANK S. BERALL
Copp & Berall, LLP
Award received November, 2013
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GAIL E. COHEN
Fiduciary Trust Company
Award received November, 2013
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ALBERT E. GIBBONS
AEG Financial Services
Award received November, 2013
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TIM KOCHIS
Kochis Global
Award received November, 2013
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LAWTON "Mac" NEASE, III
Nease, Lagana, Eden & Culley, Inc.
Award received November, 2013
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DUNCAN E. OSBORNE
Osborne, Helman, Knebel & Deleery, L.L.P.
Award received November, 2013
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MARTIN M. SHENKMAN
Martin M. Shenkman, PC
Award received November, 2013
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E. RANDOLPH WHITELAW
Trust Asset Consultants, LLC
Award received November, 2013
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Recipients from Previous Years

Byrle M. Abbin, CPA, JD
Wealth and Tax Advisory Services
Award received November, 2004
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Roy M. Adams, J.D., LL.M.
Sonnenschein Nath & Rosenthal LLP
Award received November, 2006
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Steve R. Akers, J.D.
Bessemer Trust
Award received November, 2006
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Ronald D. Aucutt
McGuireWoods, LLP
Award received November, 2009
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P. Thomas Austin
Ziegler, Metzger & Miller
Award received November, 2008
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Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP®
BTA Advisory Group
Award received September, 2005
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Ben G. Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP
Baldwin Financial Systems, Inc.
Award received November, 2004
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Bernard Barnett
Posthumous
Award received November, 2008
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Dennis I. Belcher
McGuireWoods LLP
Award received November, 2010
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Jonathan G. Blattmachr, JD
Milbank, Tweed, Hadley & McCloy LLP
Award received November, 2004
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Lawrence Brody, JD, LL.M.
Bryan Cave LLP
Award received November, 2004
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Dennis A. Calfee
University of Florida
Award received November, 2007
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Regis W. Campfield, J.D., AEP®
Southern Methodist University Dedman School of Law
Award received November, 2007
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Ewing Carruthers, Jr.
Mass Mutual
Award received November, 2010
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A. James Casner
Posthumous
Award received November, 2009
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Herbert Chasman
AXA Advisors, LLC
Award received November, 2012
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Natalie B. Choate, Esq.
Bingham McCutchen LLP
Award received November, 2004
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Virginia F. Coleman
Ropes & Gray LLP
Award received November, 2009
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Thomas F. Commito, J.D., LL.M., CLU, ChFC
Lincoln Financial Distributors
Award received November, 2006
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Colin "Ben" Coombs
Petra Financial Advisors, Inc.
Award received November, 2012
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Richard B. Covey, J.D.
Carter Ledyard & Milburn LLP
Award received November, 2006
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Samuel A. Donaldson
University of Washington School of Law
Award received November, 2011
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Fred J. Dopheide
Media, Pennsylvania
Award received November, 2008
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Jeremiah W. Doyle IV
BYN Mellon Private Wealth Management
Award received November, 2012
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S. Stacy Eastland, JD
Goldman, Sachs & Co.
Award received November, 2004
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Jo Ann Engelhardt
Bessemer Trust
Award received November, 2008
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Constance J. Fontaine
The American College
Award received November, 2009
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Curtis B. Ford
Northwestern Mutual Life Insurance Company
Award received November, 2011
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Thomas M. Forrest, CPA
U.S. Trust Company of Delaware
Award received September, 2005
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Charles D. Fox, IV
McGuireWoods LLP
Award received November, 2008
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Robert P. Gatewood
Posthumous
Award received November, 2008
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Terri Getman
Insurance
Award received November, 2010
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L. Henry Gissel, Jr.
Wilmington Trust Company
Award received November, 2011
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Donald Ray Haas, CLU, ChFC, CFP® , RFC, MSFS
Registered Financial Gerontologist
Award received September, 2005
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Edward C. Halbach, Jr.
University of California Berkeley School of Law
Award received November, 2009
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David A. Handler
Kirkland & Ellis, LLP
Award received November, 2012
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Carol A. Harrington
McDermott Will & Emery LLP
Award received November, 2012
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Ann W. Hartmann, MBA, CLU, ChFC, AEP®
Hartmann & Associates
Award received November, 2006
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Jerome M. Hesch
Notre Dame Tax and Estate Planning Institute
Award received November, 2012
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Christopher R. Hoyt
University of Missouri School of Law
Award received November, 2012
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Stanley M. Johanson
University of Texas School of Law
Award received November, 2008
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Jerry A. Kasner
Posthumous
Award received November, 2008
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Lawrence P. Katzenstein, JD
Thompson Coburn LLP
Award received September, 2005
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Robert S. Keebler, CPA, MST, DEP
Virchow, Krause & Company, LLP
Award received November, 2007
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Sidney Kess, Esq., CPA, JD. LLM
Award received September, 2005
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Stuart Kessler, CPA, PFS, J.D., LL.M., AEP®
RSM McGladrey
Award received November, 2006
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Al W. King III, J.D., LL.M.
South Dakota Trust Company, LLC
Award received November, 2009
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Edward F. Koren Jr.
Holland & Knight
Award received November, 2009
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Ted Kurlowicz
The American College
Award received November, 2008
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Stephan R. Leimberg, Esq.
Leimberg & Associates
Award received November, 2004
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Lloyd Leva Plaine
Posthumous
Award received November, 2011
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Carlyn S. McCaffrey
Weil, Gotshal & Manges, LLP
Award received November, 2008
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Clark B. McCleary, CLU, ChFC
McCleary & Associates
Award received November, 2006
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Miles W. McNally
Posthumous
Award received November, 2011
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Louis A. Mezzullo
McKenna Long & Aldridge LLP
Award received November, 2012
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Malcolm A. Moore, LL.B.
Davis Wright Tremaine LLP
Award received September, 2005
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Richard W. Nenno
Wilmington Trust Company
Award received November, 2007
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Richard A. Oshins
Oshins & Associates, LLC
Award received November, 2007
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Steven J. Oshins
Oshins & Associates, LLC
Award received November, 2011
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Barry C. Picker
Picker & Auerbach
Award received November, 2012
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John W. Porter
Baker Botts, LLP
Award received November, 2008
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Susan Porter, CTFA
US Trust Company of New York
Award received November, 2004
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John R. Price
University of Washington School of Law
Award received November, 2010
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Frank L. Rainaldi, CLU, ChFC
The Kugler Company, LLC
Award received November, 2004
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Charles L. Ratner
Ernst & Young LLP
Award received November, 2007
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Lester A. Rosen
Posthumous
Award received November, 2009
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Gideon Rothschild
Moses & Singer LLP
Award received November, 2007
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Martin J. Satinsky, CPA/PFS, J.D., LL.M.
Smart and Associates, LLP
Award received November, 2006
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Sanford J. Schlesinger
Schlesinger Gannon & Lazetera LLP
Award received November, 2009
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Pam H. Schneider
Gadsden Schneider & Woodward LLP
Award received November, 2010
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Edward A. Slott, CPA
E. Slott & Company
Award received September, 2005
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Samuel H. Tannebaum
Posthumous
Award received November, 2012
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Conrad Teitell, LL.B., LL.M.
Cummings & Lockwood LLC
Award received November, 2006
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Richard M. Weber
The Ethical Edge, Inc.
Award received November, 2009
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James H. Wilson, CPA/PFS
Blackburn, Childers & Steagall, PLC
Award received November, 2006
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Howard M. Zaritsky, J.D., LL.M.
Consulting Counsel
Award received November, 2007
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