National Association of Estate Planners and Councils

2024 Officers

Term of Service: January 1, 2024 - December 31, 2024



 

PRESIDENT
Mary Katherine "Kit" Mac Nee, CFP®, CRPC, QPFC®
Morgan Stanley
Beverly Hills, CA
Representing the Insurance & Financial Planning Professional Discipline

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

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

 

 

SECRETARY
 

  

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