National Association of Estate Planners and Councils

NAEPC 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 NAEPC 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 and has been presented since 2004 at the NAEPC Advanced Estate Planning Strategies Conference.

November, 2021 Recipients

Dana G. Fitzsimons, Jr., JD, AEP® (Distinguished)
Biography
James Randall Gardner, JD, LL.M., MBA, CPA, CFP®, RLP®, AEP® (Distinguished)
Biography
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
Biography
Wendy S. Goffe, JD, AEP® (Distinguished)
Biography
Gerard F. Joyce, Jr., JD, AEP® (Distinguished)
Biography
Sharon L. Klein, LL.B., LL.M., AEP® (Distinguished)
Biography
Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished)
Biography
Ramsay H. Slugg, JD, AEP® (Distinguished)
Biography
Thomas Neal Tillery, ChFC®, CLU®, LUTCF, CFP®, CRPC®, AEP® (Distinguished)
Biography

Recipients from Previous Years

Byrle M. Abbin
Award received November, 2004
 
Roy M. Adams
Award received November, 2006
 
Jay D. Adkisson, JD
Award received November, 2019
Steve R. Akers
Award received November, 2006
 
Ronald D. Aucutt
Award received November, 2009
 
P. Thomas Austin
Award received November, 2008
 

Hartman Axley
Award received November, 2018

Guy E. Baker 
Award received September, 2005
 
Ben G. Baldwin, Jr.
Award received November, 2004
 
Bernard Barnett
Posthumous
Award received November, 2008
 
Dennis I. Belcher
Award received November, 2010
 
Frank S. Berall
Award received November, 2013
 
Turney P. Berry
Award received November, 2015
 
Gerry W. Beyer
Award received November, 2015
 
Jonathan G. Blattmachr
Award received November, 2004
 
Alexander A. Bove, Jr.
Award received November, 2014
 
Lawrence Brody
Award received November, 2004
 
Dennis A. Calfee
Award received November, 2007
 
Regis W. Campfield
Award received November, 2007
 
Ewing Carruthers, Jr.
Award received November, 2010
 
A. James Casner
Posthumous
Award received November, 2009
 
Herbert Chasman
Award received November, 2012
 
Natalie B. Choate
Award received November, 2004
 
Gail E. Cohen
Award received November, 2013
 
Virginia F. Coleman
Award received November, 2009
 
Thomas F. Commito
Award received November, 2006
 
Colin "Ben" Coombs
Award received November, 2012
 
Dave L. Cornfeld
Award received November, 2016
Richard B. Covey
Award received November, 2006
 
Vincent M. D'Addona
Award received November, 2017
John DeBruyn
Award received November, 2015
 
Arthur J. Dixon
Posthumous
Award received November, 2014
 
Samuel A. Donaldson
Award received November, 2011
 
Fred J. Dopheide
Award received November, 2008
 
Jeremiah W. Doyle, IV
Award received November, 2012
 
S. Stacy Eastland
Award received November, 2004
 
Dirk Edwards, CPA/PFS, JD, MBA
Award received November, 2019
Jo Ann Engelhardt
Award received November, 2008
 
Martin S. Finn, JD, LL.M., CPA/PFS, AEP® (Distinguished) ​
Award received December, 2020
Constance J. Fontaine
Award received November, 2009
 
Curtis B. Ford
Award received November, 2011
 
Thomas M. Forrest
Award received September, 2005
 
Charles D. Fox, IV
Award received November, 2008
 
Robert P. Gatewood
Posthumous
Award received November, 2008
 
Terri Getman
Award received November, 2010
 
Albert E. Gibbons
Award received November, 2013
 
L. Henry Gissel, Jr.
Award received November, 2011
 
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished) ​
Award received December, 2020
Donald Ray Haas
Award received September, 2005
 
Edward C. Halbach, Jr.
Award received November, 2009
 
Michael W. Halloran
Award received November, 2015
 
David A. Handler
Award received November, 2012
 
Neil E. Harl, Ph.D., JD
Award received November, 2019
Carol A. Harrington
Award received November, 2012
 
Ann W. Hartmann 
Award received November, 2006
 
Jerome M. Hesch
Award received November, 2012
 
Amy Morris Hess
Award received November, 2018
Christopher R. Hoyt
Award received November, 2012
 

Donald O. Jansen
Award received November, 2017
Stanley M. Johanson
Award received November, 2008
 
Jerry A. Kasner
Posthumous
Award received November, 2008
 
Lawrence P. Katzenstein
Award received September, 2005
 
Beth Shapiro Kaufman, JD
Award received November, 2019
Robert S. Keebler
Award received November, 2007
 
Sidney Kess
Award received September, 2005
 
Stuart Kessler 
Award received November, 2006
 
Al W. King, III
Award received November, 2009
 
Tim Kochis
Award received November, 2013
 
Edward F. Koren, Jr.
Award received November, 2009
 
Bernard A. Krooks
Award received November, 2014
 
Ted Kurlowicz
Award received November, 2008
 
Paul S. Lee
Award received November, 2014
 
Stephan R. Leimberg
Award received November, 2004
 
Kathleen B. Leipprandt, CLU®, ChFC ®, CFP®
Award received November, 2019
Lloyd Leva Plaine
Posthumous
Award received November, 2011
 
Stephanie Loomis-Price
Award received November, 2018
R. Hugh Magill
Award received November, 2017
Carlyn S. McCaffrey
Award received November, 2008
 
Clark B. McCleary
Award received November, 2006
 
A. Stephen McDaniel, JD, EPLS, AEP® (Distinguished) 
Award received December, 2020
Miles W. McNally
Posthumous
Award received November, 2011
 
Edward Mendlowitz
Award received November, 2017
Louis A. Mezzullo
Award received November, 2012
 
Kathryn W. Miree, JD, AEP® (Distinguished) ​
Award received December, 2020
Malcolm A. Moore
Award received September, 2005
 
Michael D. Mulligan
Award received November, 2015
 
Lawton "Mac" Nease, III
Award received November, 2013
 
Richard W. Nenno
Award received November, 2007
 
Duncan E. Osborne
Award received November, 2013
 
Richard A. Oshins
Award received November, 2007
 
Steven J. Oshins
Award received November, 2011
 
Barry C. Picker
Award received November, 2012
 

Jeffrey N. Pennell
Award received November, 2004

John W. Porter
Award received November, 2008
 
Susan Porter
Award received November, 2004
 
John R. Price
Award received November, 2010
 
Mary F. Radford, JD
Award received November, 2019
Frank L. Rainaldi
Award received November, 2004
 
Charles L. Ratner
Award received November, 2007
 
Charles A. Redd
Award received November, 2018
Jordon N. Rosen, CPA, MST, AEP® (Distinguished) ​
Award received December, 2020
Lester A. Rosen
Posthumous
Award received November, 2009
 
Gideon Rothschild
Award received November, 2007
 
Joshua S. Rubenstein
Award received November, 2017
Martin J. Satinsky
Award received November, 2006
 
Sanford J. Schlesinger
Award received November, 2009
 
Pam H. Schneider
Award received November, 2010
 
Jeffrey Schoenblum
Award received November, 2016
A. Charles Schultz
Award received November, 2018
John J. Scroggin
Award received November, 2017
Martin M. Shenkman
Award received November, 2013
 
Lee J. Slavutin
Award received November, 2014
 
Edward A. Slott
Award received September, 2005
 
Bruce M. Stone, JD, AEP® (Distinguished) ​
Award received December, 2020
Samuel H. Tannebaum
Posthumous
Award received November, 2012
 
Conrad Teitell
Award received November, 2006
 
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) ​
Award received December, 2020
John A. Wallace
Award received November, 2014
 
Richard M. Weber
Award received November, 2009
 
Julie Welch, CPA/PFS, CFP®
Award received November, 2019
E. Randolph Whitelaw
Award received November, 2013
 
James H. Wilson
Award received November, 2006
 
Howard M. Zaritsky
Award received November, 2007
 
Diana S.C. Zeydel
Award received November, 2016
Randy L. Zipse
Award received November, 2014