NAEPC Foundation

Plan now for National Estate Planning Awareness Week, October 18-24, 2010.

NAEPC Foundation Mission

• To educate the public regarding the benefits of the multi-disciplinary team concept of estate planning as espoused by the National Association of Estate Planners & Councils;
• to develop educational programs regarding estate planning for estate planning professionals;
• to develop and promote a community outreach program for the general public; and
• to hold educational conferences, seminars, forums, and meetings regarding estate planning.

Our objectives with regard to our public outreach are to educate Mary & John Q. Public on: What is estate planning; Why estate planning is so important and the reasons to do estate planning; and, The professional team of estate planners available to assist individuals with their estate plans. In the process we want to correct the misconceptions about estate planning, some examples of which are stated above, and to emphasize the team approach to estate planning.

The NAEPC is the only organization that represents the entire profession of estate planning. Through our over 210 affiliated councils we have over 23,000 members. We believe that The NAEPC Foundation is the most logical organization to take on the cause of educating the public about estate planning.

We Can't Do This Alone and Need Your Help!

Please consider making a personal contribution to the NAEPC Foundation or on behalf of your affiliated local estate planning council by completing and returning the appropriate page below. Recognition will be given on this web page.

	Individual or designation holder contribution form
	Affiliated local estate planning council contribution form

Contributors

The NAEPC Foundation 2009 Contributors

A. Stephen McDaniel, JD, AEP® , EPLS
Michael W. Halloran, CLU, ChFC, AEP® , CFP®, REBC, RHU, LUTCF, MSFS, MSM
Kathleen J. Belmonte, CTFA, AEP®
Jo Ann Engelhardt, JD, LL.M., AEP® (Distinguished)
Pettus C. Gibbons, MEd, CLU, ChFC, LUTCF, AEP®
Vincent M. D'Addona, CLU, ChFC, AEP®
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
James E. Ryder, Jr., CPA, AEP®
John C. Mahaney, CLU, ChFC, AEP®
J. Stanley Montgomery, CLU, ChFC, AEP®
Joanna Averett, MBA, CFP®, AIF®, AEP®
George M. Barberich, CLU, ChFC, AEP® , CASL
John D'Arcy Becker, CLU, AEP®
Franklin B. Cornelius, CLU, ChFC, AEP®
Walter Lee Davis, Jr., Atty, CPA, AEP® , EPLS
Joseph V. Falanga, CPA, AEP®
Gary L. Flotron, MBA, CLU, ChFC, AEP®
Robert Lee Loftin, III, Attorney, CPA/PFS, CFP®, AEP®
Steven D. Meier, CLU, ChFC, AEP® , MSFS
Leonard H. Neiman, AEP® , CLU, ChFC
Jerry L. Picucci, CPA, AEP®
Stephen M. Schlichter, MSFS
Gregory E. Sellers, CPA, AEP®
Gerald A. Youngs, AEP® , CTFA
Fredric Bocceri, CLU, ChFC, AEP®
Bruce A. Jones, ChFC, CLU, AEP®
James F. Kacsmar, CPA, AEP®
Paul Katz, MSFS, AEP® , CLTC, CLU, ChFC
William D. Kirchick, Atty, AEP®
William F. Weekes, CLU, ChFC, LUTCF, RHU, AEP® , CLTC, CSA
Richard Hoe, ChFC, CLU, AEP® , LUTCF, RHU
Valorie Joy Promisel, BS, MBA, JD, AEP®
Glenn Ward, CLU, ChFC, CFBS, AEP®

Advisory Board

NAEPC and The NAEPC Foundation would like to thank the members of The NAEPC 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 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)
Milbank, Tweed, Hadley & McCloy
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)
Baker Tilly Virchow Krause, LLP
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
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)
US Trust, Bank of America Private Wealth Management
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

Foundation Documents

	Articles of Incorporation
	Bylaws
	Form 1023
	IRS Determination Letter
	Audit Committee Charter
	Whistleblower Policy

Please contact NAEPC for more information about promotional programs and support opportunities.