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Submissions

Submissions from estate planning professionals, members, and Accredited Estate Planner designees 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 July and October during calendar year 2004.

  • The deadline for submissions for the July article is May 15th.
  • The deadline for submissions for the October issues is September 6th.

Editorial Team

Editor-in-Chief
Mavis McKenley, CTFA, AEP®, CFP®
AMG National Trust Bank
Virginia Beach, VA
editor@naepcjournal.org

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

Senior Articles Editor
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
Fort Lee, NJ

Senior Articles Editor
Brian M. Balduzzi, JD, LL.M., MBA, CFP®
Faegre Drinker Biddle & Reath LLP
Wilmington, DE

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

Sarah D. Duey, JD, CTFA, AEP®, CAP®
Smith Pauley LLP
Omaha, NE

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

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

Scott Rahn, JD
RMO LLP
Los Angeles, CA

Each member of the Journal’s Editorial Team is a member of the NAEPC Publication Committee.  Learn more about volunteering with NAEPC.