Congratulations to the six BEPC members who earned NAEPC's Accredited Estate Planner® (AEP®) designation through the Council-nominated application process.
Amy K. Phelan, CPA, MST, AEP®
Dara Lynn S. Freytag, Esq., LL.M. (taxation), AEP®
Karen Witherell, JD, LL.M. (taxation), AEP®
Michelle Harden, AEP®
Brandon Fink, CFP®, AEP®
Annette Eaton, JD, LL.M., AEP®
Estate planning councils affiliated with the National Association of Estate Planners & Councils have the privilege of nominating qualified individuals to apply for the Accredited Estate Planner® (AEP®) designation through the “AEP® Council Nomination Program.”
The only graduate level, multi-disciplinary credential in estate planning, the AEP® designation is awarded to professionals who meet requirements of education, experience, knowledge, and professional reputation and holding the AEP® designation helps clients and colleagues understand the designee’s commitment to the collaborative approach to estate planning. Individuals must meet strict requirements to be considered for a council nomination and applicants must meet stringent qualifications and commit to ongoing recertification requirements.
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