National Association of Estate Planners and Councils

2023 Officers

Term of Service:
January 1, 2023 - December 31, 2023



 

PRESIDENT
John T. Midgett, JD, AEP®
Midgett Preti Olansen
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council
Representing the Attorney Discipline


 

PRESIDENT-ELECT
Mary Katherine "Kit" Mac Nee, CFP®, CRPC
Morgan Stanley
Pasadena, CA
Representing the Insurance & Financial Planning Professional Discipline

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TREASURER
Lawrence J. Macklin, Esq., CPA, AEP®
Bank of America Private Bank
Baltimore, MD
Affiliated with Baltimore Estate Planning Council
Representing the Trust Professional Discipline

 


 

SECRETARY
David Green, CPA/PFS, CFP®, AEP®
David Green CPA PLLC
Spokane, WA
Affiliated with Spokane Estate Planning Council
Representing the Accounting Discipline

      

IMMEDIATE PAST PRESIDENT
Julie A. Buschman, CPA, AEP®, CAP®
Northern Trust
Dallas, TX
Affiliated with Dallas Estate Planning Council
Representing the Trust Professional Discipline