National Association Of Estate Planning Councils
WESTLAKE, OH
Total revenue
$1.3M
Total expenses
$1.3M
Net assets
$1.2M
Grants received
—
EIN
596161524
Tax year
2024
Mission
The national association of estate planners & councils (naepc) will promote excellence in estate planning by serving estate planning councils and their credentialed members, delivering exceptional resources and unsurpassed education, and recognizing those members within who hold the accredited estate planner (aep) designation and estate planning law specialist (epls) certification.
Programs
3 programs
Accredited estate planner (aep) designation program administration and promotion.
Council website program development and maintenance.
Leimberg information services council benefit program and other miscellaneous items
Financials
FY 2024
Revenue
Expenses
People
21 listed
LAWRENCE J MACKLIN
PRESIDENT
—
2 hrs/wk
DAVID D GREEN
PRESIDENT-ELECT
—
2 hrs/wk
RACHEL L VOTTO
TREASURER
—
2 hrs/wk
BRONWYN L MARTIN
SECRETARY
—
2 hrs/wk
MARY KATHERINE MAC NEE
IMMEDIATE PAST PRESIDENT
—
2 hrs/wk
MONIQUE LAVENDER GREENBERG
DIRECTOR
—
2 hrs/wk
APRIL D WISE
DIRECTOR
—
2 hrs/wk
KARLY A LAUGHLIN
DIRECTOR
—
2 hrs/wk
KATHERINE M SHEEHAN
DIRECTOR
—
2 hrs/wk
LAWRENCE K BOGAR
DIRECTOR
—
2 hrs/wk
NIMISHA PATEL
DIRECTOR
—
2 hrs/wk
JUAN C ROS
DIRECTOR
—
2 hrs/wk
ROBERT J RUELLE
DIRECTOR
—
2 hrs/wk
THOMAS M GRIFFITH
DIRECTOR
—
2 hrs/wk
GINGER F MLAKAR
DIRECTOR
—
2 hrs/wk
REMY CARPENTER
DIRECTOR
—
2 hrs/wk
MAVIS MCKENLEY
DIRECTOR
—
2 hrs/wk
SAHAR POUYANRAD
DIRECTOR
—
2 hrs/wk
JOHN W CLIDAS
DIRECTOR
—
2 hrs/wk
CLARK M MCCLEARY
DIRECTOR EMERITUS
—
2 hrs/wk
HARVEY A HUTCHINSON III
DIRECTOR
—
2 hrs/wk
Independent contractors
MJM SERVICES
ADMINISTRATIVE AND ACCOUNTING
ED SOCORRO
MARKETING SERVICES