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, AEP®, LL.M.
Copp & Berall LLP
Hartford, CT
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Eagle River Advisors
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)
Charles Schwab
Wilmington, DE
Professor 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
Appleton, WI
Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)
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®
Littman Krooks LLP
New York, NY
Stephan R. Leimberg, JD, AEP® (Distinguished)
Leimberg & Associates
Bryn Mawr, PA
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
Susan Porter, JD, LLM, CTFA, AEP® (Distinguished)
Brown Brothers Harriman Trust Company, N.A.
New York, NY
John W. Porter, B.B.A., JD, AEP® (Distinguished)
Baker Botts LLP
Houston, TX
Richard M. Weber, MBA, CLU, AEP® (Distinguished)
The Ethical Edge, Inc.
Pleasant Hill, CA
