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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.

Issues will be published in May and October during calendar year 2025.

  • The deadline for submissions for the October Issue is now September 1, 2025.

Our “Wish List”
While we welcome submissions related to the entire profession of estate planning and all disciplines within, there are several topics that we hope to cover this year, including:  QTIPs, asset protection for long term care, qualified disclaimers and step up in basis, irrevocable trusts, charitable topics, behavioral finance, social security updates, life insurance as an estate planning tool, unwinding strategies popular in the past, and dynasty trusts.

Editorial 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®
Faegre Drinker Biddle & Reath LLP
Wilmington, DE

Arti Batra, JD, LL.M.
Bodman
Detroit, MI

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

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.