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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.

We 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.

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.

Publication Schedule

An Issue was published in May 2026, another is planned during National Estate Planning Awareness Week in October 2026, and three issues are planned for 2027 with the first release in or near February.

  • Due to capacity issues, submissions are no longer being accepted for the October 2026 Issue.
  • Submissions for the first issue of 2027 will be due on or December 31, 2026.

Submission deadlines and publication schedules are subject to adjustment.  Please check this page for the most current information.

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

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

Kristy Ferraro, CPA, MT, AEP®
RKL LLP
York, PA

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®
Sequoia Financial Group
Phoenix, AZ

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.

Estate Planners Forum Sponsors

Click logos for more about the May 12th sponsors.