AEP® Designation

Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Simply put, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning."

EPCWC members who are AEPs

TO - Edward W. Avery, Jr.

MSFS - Michael Caputo, MSFS, AEP®

TO - John P. Genn, III, CTFA, AEP®

CPA - Edward D. Heben, CPA, ABV, CFF, CVA, AEP®, CMEA

ESQ - Bernard A. Krooks, ESQ, CPA, AEP®

CLU - Jay P. Miller, CLU®, AEP®

ESQ - Paul M. Millman, AEP®

CLU - Mitchell Wm. Ostrove, CLU®, ChFC®, AEP®

ESQ - Valorie Joy Promisel, ESQ, MS, MBA, AEP®

CLU - Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP®

CLU - George S Sinnott, CLU®, ChFC®, AEP®

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