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Submissions

Submissions from estate planning professionals, members of estate planning councils, Accredited Estate Planner® designees, and Estate Planning Law Specialist certificants are invited and encouraged.

Articles should be original (having not been previously published elsewhere) educational, related to the profession of estate planning or the individual disciplines within, topical, timely, and well-written.  Articles that mention firm names, specific services, or that are an attempt to market a product or firm will not be considered.  Additional important information can be found in the Author’s Guide below.

Issues will be published in May and October during calendar year 2026.

  • The deadline for submissions for the October Issue is September 1, 2026.

Our Wish List

We welcome submissions from multi-disciplinary professionals across all areas of estate planning. While we are interested in a broad range of topics relevant to the profession, we are particularly seeking content on the following subjects this year:

  • Asset protection strategies for long-term care planning
  • Behavioral finance
  • Charitable planning topics
  • Diversity-related considerations in estate planning
  • Dynasty trusts
  • Irrevocable trusts
  • Life insurance as an estate planning tool
  • Qualified disclaimers and step-up in basis planning
  • QTIP trusts
  • Social Security updates
  • Strategies for unwinding previously popular planning techniques

We also encourage submissions from authors with diverse backgrounds and perspectives and are committed to ensuring balanced discipline representation among authors.

In addition, we recognize the value of engaging professionals at all stages of their careers and welcome submissions from emerging professionals and encourage experienced authors to collaborate with and mentor newer practitioners through the article development process.

Team

Editor-in-Chief
Mavis McKenley, CTFA, AEP®, CFP®

AMG National Trust Bank
Virginia Beach, VA
editor@naepcjournal.org

Co-Editor-in-Chief
Katherine M. Sheehan, JD, AEP®

Crestwood Advisors, LLC
Boston, MA
editor@naepcjournal.org

Production Editor
Ashley L. Case, JD, LL.M. (taxation)
Tiffany &  Bosco, P.A.
Phoenix, AZ

Dedrick L. Adell, ChFC®, AIF®, CRPC®, AEP®
Holistiq Planning LLC
Prosper, TX

Trevor Allen
University of Nevada – Las Vegas
Dorris, CA

Senior Articles Editor
Brian M. Balduzzi, JD, LL.M., MBA, CFP®, CEPA®, AEP®, IPA
Holland & Knight
Philadelphia, PA

Jason Crane, JD, CFP®, AEP®
Ameriprise Financial – Crane & Owen Financial Solutions
Aiken, SC

Harvey A. Hutchinson III, JD, LL.M. (taxation), CFP®, AEP®
Brown Financial Advisory
Fairhope, AL

Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
South Dakota Trust Company, LLC
New York, NY

James Lynch
Livingston, NJ

Brady R. Marlow, CFP®, CAP®, CPWA®, CExP™, AEP®
Carson Wealth
Omaha, NE

Scott Rahn, JD
RMO LLP
Los Angeles, CA

Articles Editor
Juan C. Ros, CFP®, CSPG, MBA, AEP®, CEPA®, CVGA
Forum Financial Management, LP
Scottsdale, Arizona

Daniel Valentino, CPA, AEP®
Fenstermacher & Company, P.C.
Greenville, DE

Each member of the Journal’s Editorial Team is a member of the NAEPC Publication Committee.

Learn more about volunteering with NAEPC.