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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 2024.

  • The deadline for submissions for the October issues is September 20th.

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

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

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

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

Committee Member
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.