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.

2025 Recipients
	Brian H. Ashe Biography
	Susan T. Bart Biography
	Barry D. Flagg Biography
	Sandra D. Glazier Biography
	James E. Hughes, Jr. Biography
	Justin Miller Biography
	Edwin P. Morrow III Biography
	John A. Warnick Biography
Recipients from Previous Years
	Byrle M. Abbin Award received November, 2004
	Thomas W. Abendroth Award received November, 2022
	Roy M. Adams Award received November, 2006
	Jay D. Adkisson, JD Award received November, 2019
	Farhad Aghdami Award received October, 2024
	Steve R. Akers Award received November, 2006
	Ronald D. Aucutt Award received November, 2009
	James S. Aussem Award received November, 2022
	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
	Lyle K. Benson Award received November, 2023
	Frank S. Berall Award received November, 2013
	Turney P. Berry Award received November, 2015
	Gerry W. Beyer Award received November, 2015
	Clark Monroe Blackman II Award received November, 2023
	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
	April Caudill Award received October, 2024
	Herbert Chasman Award received November, 2012
	Natalie B. Choate Award received November, 2004
	Bryan K. Clontz Award received November, 2022
	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
	Joan Kirkpatrick Crain Award received November, 2022
	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
	David M. English Award received November, 2023
	Dana G. Fitzsimons, Jr., JD, AEP® (Distinguished) Award received November, 2021
	Todd A. Flubacher Award received November, 2023
	Constance J. Fontaine Award received November, 2009
	Curtis B. Ford Award received November, 2011
	Thomas M. Forrest Award received September, 2005
	Mary Kay Foss Award received November, 2022
	Charles D. Fox, IV Award received November, 2008
	James Randall Gardner, JD, LL.M., MBA, CPA, CFP®, RLP®, AEP® (Distinguished) Award received November, 2021
	Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) Award received November, 2021
	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
	Wendy S. Goffe, JD, AEP® (Distinguished) Award received November, 2021
	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
	A. Frank Johns, Jr. Award received November, 2023
	Gerard F. Joyce, Jr., JD, AEP® (Distinguished) Award received November, 2021
	Kim Kamin Award received November, 2023
	Amy K. Kanyuk Award received October, 2024
	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
	Sharon L. Klein, LL.B., LL.M., AEP® (Distinguished) Award received November, 2021
	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
	Tina Portuondo Award received November, 2022
	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
	Susan P. Rounds Award received November, 2022
	Joshua S. Rubenstein Award received November, 2017
	Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished) Award received November, 2021
	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
	Kathleen Sherby Award received November, 2022
	Robert H. Sitkoff Award received October, 2024
	Lee J. Slavutin Award received November, 2014
	Edward A. Slott Award received September, 2005
	Ramsay H. Slugg, JD, AEP® (Distinguished) Award received November, 2021
	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
	Thomas Neal Tillery, ChFC®, CLU®, LUTCF, CFP®, CRPC®, AEP® (Distinguished) Award received November, 2021
	Steven E. Trytten Award received November, 2022
	Mary E. Vandenack Award received November, 2023
	John A. Wallace Award received November, 2014
	Suzanne Brown Walsh Award received October, 2024
	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