2023 - Lawrence P. Katzenstein

Our 2023 recipient is Lawrence Katzenstein, a name you are all certainly familiar with.  As noted by his nominator, Conrad Teitell, “Larry is an ACTEC Fellow, a professor, a writer, a lecturer and an orchestra conductor.”  He went on to say that “For the last decade, I have spoken with Larry at least twice every month. He is my go-to guy when I have tough questions about estate planning. We also swap anecdotes. As you will see from reading The Practical Lawyer interview, Larry has conducted the St. Louis Symphony Orchestra annually for many years….  When I attended one of Larry’s concerts a few years ago, he got a standing ovation from the audience—including a standing ovation from the orchestra members. Attendees at Larry’s estate planning lectures feel the same way.”  Larry Katzenstain is a nationally-recognized authority on estate planning and planned giving, and is an advisor to charitable organizations locally and nationally.  He serves clients in the Thompson Coburn LLP Private Client Services practice. In addition to frequent lectures at the most well-known programs in the estate planning community, Larry serves on the American Council on Gift Annuities board of directors, is the co-author of the Bloomberg Tax Management Portfolio Charitable Remainder Trusts, Charitable Gift Annuities, and Pooled Income Funds, the creator of Tiger Tables actuarial software, and the technical advisor to NumberCruncher software. He has also testified in United States Tax Court on actuarial issues.  He is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning and Fiduciary Income Committees. Larry has served as an adjunct professor at the Washington University School of Law, is a former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, and has served as a member of the advisory board of the New York University National Center on Philanthropy and the Law. Larry is also no stranger to NAEPC and our affiliated local councils.  He has spoken at the Annual Conference, appears on the council event calendar dozens of times for his presentations to estate planning councils from across the country, has been published multiple times in the NAEPC Journal of Estate Planning, is a member of our very own St. Louis EPC, and a member of the NAEPC Estate Planning Hall of Fame®.

2022 - Martin Shenkman

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Master’s degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance.

Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous television and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network.

Mr. Shenkman is a prolific author, having published forty-two books and more than 1,000 articles. Mr. Shenkman has served as contributing editor to a host of publications, including: New Jersey Lawyer, The Journal of Real Estate Finance, Real Estate Insight, Commercial Leasing Law & Strategy, The Journal of Accountancy, Real Estate Accounting and Taxation, Shopping Centers Today, and others.

Mr. Shenkman is active in numerous charitable organizations, sitting on many boards and planned giving committees and lectures regularly for these and other organizations. He has worked tirelessly on behalf of the NAEPC and continues his efforts and support of the over 275 affiliated local estate planning council where he frequently is a guest speaker. 

Watch the award ceremony HERE.

2021 - Natalie B. Choate

She has written numerous articles for Estate Planning, Tax Management, Trusts and Estates and other professional journals and has spoken at the major tax institutes, conferences and events all across the country.  Her comments on estate and retirement planning have been quoted in the New York Times, Forbes, Business Week, and The Wall Street Journal.  Natalie is an editorial advisor of Trusts and Estates Magazine, and writes a monthly column for MorningstarAdvisor.com. She was named trust and estates “Lawyer of the Year” for Boston by BestLawyers.com.  Natalie is a former Chairman of the Employee Benefits Committee of the American College of Trust and Estate Counsel. 

Natalie’s biography is clearly exceptional and there is no doubt she is one of the most well-known names in the estate planning profession, but this is simply the foundation of what we know Natalie to be.  Natalie’s commitment to educating estate planning professionals is simply unmatched and to say that her contributions to the estate planning community are significant is an understatement.  We know Natalie to be brilliant, yes, but she is also humorous and kind.  For these reasons and so many more, NAEPC was delighted to honor Natalie Choate with the Hartman Axley Lifetime Service Award on Tuesday, November 2, 2021.

2020 - Stephan R. Leimberg 

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, president of Leimberg & LeClair, Inc., a publishing and software company, and publisher of Leimberg Information Services, Inc. which provides e-mail based news, opinion, and information for tax professionals.

Steve is the author of numerous books on estate, financial, and employee benefit and retirement planning and the creator and principal author of the entire TOOLS AND TECHNIQUES series.  He is also a nationally known speaker, addressing the Miami Tax Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School's Estate Planning Conference, the American Bar Association's Tax Sections Annual Meeting, AICPA's National Estate Planning Forum, NAEPC on multiple occasions, among other conferences and events. Steve has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

As one would expect, Steve’s awards and honors are numerous.  He has been awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section, honored as Estate Planner of the Year by the Montgomery County Estate Planning Council, as Distinguished Estate Planner by the Philadelphia Estate Planning Council, and has been the recipient of the President's Cup of the Philadelphia Life Underwriters.  He was also named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law, is a two-time Boris Todorovitch Lecturer, and was the first Ben Feldman Lecturer.  Steve was a member of the NAEPC Estate Planning Hall of Fame® before being honored with the Hartman Axley Lifetime Service Award. 

Steve Leimberg is a photography enthusiast who has captured images while traveling the world. In his free time, he publishes his unique gallery of photographs and digital art work online at www.unseenimages.com.

NAEPC truly has no better friend than Steve Leimberg.  His gracious support of the association’s affiliated councils is long-standing and he is always available to answer questions, to participate in events, and to provide guidance and support to our leadership.  For this, NAEPC honors Steve with the 2021 Hartman Axley Lifetime Service Award.
Originally posted September, 2021

2019 - Jeffrey N. Pennell

Jeff earned BS and JD degrees from Northwestern University and practiced law in Chicago before beginning his teaching career in 1978 at the University of Oklahoma. He taught as a visiting professor in the Estate Planning LL.M program at the University of Miami for over 30 years, and will retire as the Richard H. Clark Professor of Law at Emory University School of Law in Atlanta.

The majority of his writing (and most of his continuing education talks) entailed estate planning in practice, rather than theory, which was made possible in large part by the collaboration of professionals around the nation who were generous with their advice and experiences. He published classroom texts on Subchapter J, Federal Wealth Transfer Taxation, Estate Planning and Drafting, and Trusts and Estates, and several Tax Management portfolios for Bloomberg BNA (which granted him their lifetime achievement award). Jeff also wrote the usual array of articles, chapters in various published volumes of tax and estate planning institutes (such as Heckerling, Notre Dame, NYU, and USC), and was the successor author of the treatise originally written by A. James Casner.

He was an adviser to both of the American Law Institute Restatements (Third) of Trusts and of Property (Wills and Other Donative Transfers). He lectured on estate planning, chaired several annual programs for ALI-CLE, served on the faculty and the advisory board of two national institutes on estate planning, and was a member of the Council of the ABA Section and the ACTEC Board of Regents.

Currently he also serves on the planned giving advisory councils for Emory University and for the Carter Center and, for over a decade, he has been a volunteer instructor and skilled supervisor for Atlanta Habitat for Humanity, building homes and supporting families, which he hopes will outlive him and his publications.
Originally posted November, 2019

2018 - S. Stacy Eastland

Stacy Eastland is the Managing Director of Goldman Sachs Private Wealth Management in Houston, Texas. He joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans, combining a variety of income tax, estate planning and gifting techniques. Prior to joining Goldman Sachs in October 2000, Stacy was a senior partner with Baker Botts, L.L.P. in Houston, Texas. Stacy received his B.S. (with Honors) from Washington and Lee and his J.D. from The University of Texas (with Honors).

Stacy's professional associations include: Member of the International Academy of Estate and Trust Law; Fellow of the American College of Trust and Estate Counsel (Regent for 1992/1998 term); Member of the American Bar Association (Supervisory Council Member of the Real Property, Probate and Trust Law Section from 1990-1998); Member of the Texas Bar Association (Texas Bar Foundation Fellow); Member of the Houston Bar Association (Houston Bar Foundation Fellow). Stacy is listed in Who's Who in America and was selected to receive the Marquis Who’s Who Lifetime Achievement award in 2017.  

Stacy is also listed in The Best Lawyers in America (Woodward/White). He has been listed in Town & Country and in Bloomberg Personal Finance as one of the top trust and estate lawyers in the U.S.  Stacy was selected as one of the ten initial recipients of the Accredited Estate Planner® (Distinguished) designation with his election to the Estate Planning Hall of Fame® of the National Association of Estate Planners & Councils (2004). He was recently named one of the "Top 100 Wealth Advisors" to ultra-high net worth individual clients in the United States by Citywealth magazine.  Articles about Stacy’s estate planning ideas have also been featured in Forbes and Fortune magazines.  Stacy is a prominent lecturer throughout the country. 
Originally posted November, 2018

2017 - Jonathan G. Blattmachr

Jonathan G. Blattmachr is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the California and New York bars.  He is the author and co-author of eight books and over 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel. 

He is co-developer of Wealth Transfer Planning, a computerized system for lawyers that automatically generates estate planning documents, such as Wills and trusts, and provides specific client advice using a form of artificial intelligence.   Jonathan served two years of active duty in the US Army, rising to the rank of Captain and was awarded the Army Commendation Medal.  He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.
Originally posted November, 2017

2016 - Conrad Teitell

We are pleased to honor Conrad Teitell as the recipient for 2016. Mr. Teitell is a principal in the Connecticut and Florida law firm of Cummings & Lockwood, based in the firm’s Stamford office and chairs the firm’s National Charitable Planning Group. He is an adjunct professor (Masters Graduate in Estate Planning) at the University of Miami School of Law. He holds an L.L.B. from Columbia Law School and an L.L.M. from New York University Law School.

Mr. Teitell has lectured nationally on taxes and estate planning and teaches ethics in charitable gift planning. He teaches public speaking to other professional advisers and laypeople and for the Practicing Law Institute. Mr. Teitell founded and taught the American Bar Association’s (ALI/CLE’s) public speaking courses for over 25 years. 

Conrad Teitell has taught public speaking in a six-part PBS television series and he was the on-air adviser for the PBS series On The Money produced by WGBH/Boston. He has done six PBS television specials on taxes and estate planning and has been a commentator on National Public Radio’s Marketplace.

Mr. Teitell’s publications on taxes, wills, and estate planning have been read by millions. His many articles include columns in Trusts & Estates magazine and the New York Law Journal. He is the editor and publisher of the monthly newsletter Taxwise Giving and is the author of the five-volume treatise Philanthropy and Taxation. His column, Speaking and Writing, has appeared in the American Bar Association’s Journal and in TRIAL, the magazine of The American Association for Justice.

Conrad Teitell, the subject of three lengthy interviews in U.S. News & World Report, is regularly quoted in such publications as The New York Times, The Wall Street Journal, and Forbes Magazine. Profiled in Bloomberg Personal Finance as one of the nation’s lawyers who has reshaped estate planning by helping clients protect wealth, avoid taxes, and benefit charities, he is listed in The Best Lawyers in America, Who’s Who in America, and Who’s Who in American Law.

Mr. Teitell has been awarded the Accredited Estate Planner® (Distinguished) designation by the National Association of Estate Planners & Councils. He is a fellow of the American College of Trust and Estate Counsel. He is the recipient of the American Law Institute/American Bar Association’s Harrison Tweed Award for Special Merit in Continuing Legal Education and the recipient of the Connecticut Bar Association – Federal Tax Institute of New England’s Outstanding Achievement Award. He has been named the Stamford, Connecticut, Trusts and Estates Lawyer of the Year by the publication Best Lawyers in America.
Originally posted November, 2016

2015 - David Eugene Lajoie

Mr. Lajoie was born July 18, 1930, in Worcester, Massachusetts, the youngest of eight children. As a child, it was his dream to become a baseball player for the Boston Red Sox. While being a professional baseball player was not to be his destiny, his love of the game did not diminish and he fondly remembers the Sunday double headers at Fenway Park with his father. 

What was to become his destiny was a lifelong commitment to his chosen profession of accounting with a specialization in estate planning. Throughout his professional life he remained devoted to the concept of required professional education and he demonstrated this commitment through his involvement and leadership in many professional organizations including the National Association of Estate Planners & Councils (NAEPC) where he served as president. 

Mr. Lajoie earned a business degree and law degree from the University of Notre Dame where he taught accounting during his senior year and served as a professor’s assistant during his second year of law school. He was admitted to the practice of law by the Texas Bar in 1955 followed a year later by becoming a Certified Public Accountant. He enjoyed a long and illustrious career in the Dallas office of the accounting firm of Lybrand Ross Bros. & Montgomery, later to be known as Coopers & Lybrand, in their tax department where his interest in the specialty of estate planning was nurtured and grew. Upon his retirement in 1991, the firm became Pricewaterhouse Coopers as it is known today.

As an early supporter of continuing professional education (CPE) for accounting professionals, Mr. Lajoie was invited to serve on the committee of the Texas Society of Certified Public Accountants that developed and implemented this requirement and was twice recognized for his leadership.  He later served in a similar capacity for the Texas Board of Public Accountancy. He was a frequent speaker for the Dallas Estate Planning Council and the estate planning conferences of the Texas Society of CPAs as well as a noted speaker on estate planning at Southern Methodist University, Texas A&M, Texas Tech and the Notre Dame Law School – preferably on home football game weekends! 

Mr. Lajoie was also active on the AIPCA Tax Committees on Estate Planning and Estate, Gift, and Generation Skipping Transfer Taxes and he chaired the AICPA Committee on Income Taxation of Estates and Trust. In this capacity, he testified before Congress on proposed gift tax legislation and in partnership with the AICPA and the American Bar Association, he worked for tax relief and simplification legislation as it related to generation skipping transfers that was ultimately enacted by Congress. 

As president of the NAPEC from 1991-92, Mr. Lajoie reflected that he was honored to have served the organization to which he had devoted  much time and energy and he was proud of his direct contribution to creating the first national exam for the Accredited Estate Planner® (AEP®) designation. 

In his retirement, he has enjoyed traveling with his wife of 62 years, Joyce Claire Sanders, his seven sons, one daughter, and twelve grandchildren.
Originally posted November, 2015

2014 - Robert G. Alexander

Mr. Alexander was the president and majority shareholder of Alexander Law Offices in Milwaukee, Wisconsin. He earned a B.A. degree in English from the University of Wisconsin-Madison, a law degree from the University of Wisconsin-Madison Law School, and a LL.M. in Taxation from DePaul University. Mr. Alexander entered into private practice in 1978 and concentrated his practice in the areas of domestic and international wealth transfer, asset protection and family business planning, including discretionary dynasty trusts, asset protection trusts, life insurance planning, federal estate and gift taxation, trust and estate administration, fiduciary income taxation, charitable planning, business organization and succession planning, and trust and estate litigation. He earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC). He was AV rated by Martindale-Hubbell, its highest rating in legal ability and ethical standards.

Mr. Alexander devoted much of his professional time and abilities in service to the National Association of Estate Planners & Councils (NAEPC). He worked tirelessly on behalf of the members of the NAEPC and served most recently in a leadership capacity as President-elect. He also served as a member of the Estate Law Specialist Board, Inc. including the office of president of the board. He was a NAEPC delegate to the Synergy Summit, a leading national estate, tax, and financial think tank, where he was a founding member and also served as Chairperson. Mr. Alexander served on the editorial advising board of Wealth Management Magazine and served for two years as the original publishing editor of the NAEPC's academic journal, The NAEPC Journal of Estate and Tax Planning. He served for three years on the board of directors of the Milwaukee Estate Planning Forum, Inc., and served on the Board of Directors for the Milwaukee Chapter of the Society of Financial Service Professionals (SFSP).

Mr. Alexander was a nationally known author, speaker and consultant who lectured, taught, and consulted extensively for both public and private organizations, including the NAEPC, national continuing legal education providers, state bar and CPA organizations, major insurance companies, brokerage firms, banks, trust companies, community foundations, charitable organizations, and various local colleges. He authored and co-authored many legal articles which were published in numerous law review journals.

Mr. Alexander was a member of the American Bar Association section on Real Property, Probate and Trust Law and the section on Taxation; the State Bar of Wisconsin; the NAEPC; the Milwaukee Estate Planning Forum, Inc., and the Society of Financial Service Professionals. He was admitted to practice in Wisconsin, the U.S. District for the Eastern and Western Districts of Wisconsin, the Seventh Circuit Court of Appeals, and the U.S. Tax Court.

In memory of our good friend and colleague, the NAEPC named its new webinar series after Bob. The Robert G. Alexander Webinar Series is presented monthly featuring a nationally-known speaker on a topic of interest to the estate planning profession. We believe that Bob would approve.
Originally posted November, 2014

2013 - L. Henry Gissel, Jr.

We are pleased to honor L. Henry Gissel, Jr., as the recipient for 2013. Mr. Gissel graduated from Rice Institute in 1958, with honors, where he was also a member of Phi Beta Kappa. He went on to earn his LL.B., magna cum laude, in 1961 from Southern Methodist University School of Law where he was selected to the Order of the Woolsack (now Order of the Coif). After serving in the Judge Advocate General's Corps of the U.S. Army, he began his legal career at Fulbright & Jaworski L.L.P. in Houston, Texas, where he practiced law for 43 years before retiring as Senior Partner. During his tenure there he also served as chairman (or co-chairman) of the Trusts and Estates Department from 1977 to 1997. Mr. Gissel is a board-certified attorney in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Beginning in 2008, he has been serving as a consultant to Wilmington Trust Company of Wilmington, Delaware.

Throughout his distinguished legal career, Mr. Gissel has been a member and leader of the Houston Bar, Texas Bar, and American Bar Associations having served as chairman of the Real Property, Probate and Trust Law (RPP &TL) Section of the American Bar Association (ABA) and as such served as the Section's Delegate to the ABA House of Delegates from 1994-1997. He also serves as a member of the Tax Section of the ABA and served as chairman of the Probate, Estate, and Trust Law Committee of the Houston Bar Association. He was also a fellow, past president, and regent emeritus of the American College of Trust and Estate Counsel (ACTEC) where he served on their executive committee. He currently serves as a director of the ACTEC Foundation. Mr. Gissel has been an active member, leader, and supporter of the National Association of Estate Planners & Councils (NAEPC) by serving as its national president during 1975-76 and as president of the Houston Estate and Financial Forum, an affiliated local estate planning council. He is the only person who has served as head of the NAEPC, the ABA RPP&TL Section, and ACTEC.

Mr. Gissel has been an author and frequent lecturer on probate, trust, estate planning, and tax law subjects at the local, state, and national levels. He is one of a very small number of lawyers who were listed in each of the first 25 editions of The Best Lawyers in America in the Trusts and Estates category, and he is currently listed in Who's Who in America and Who's Who in American Law. He is a recipient of the 1999 Rice Distinguished Alumni Award and in 2004 he was honored as the recipient of the Houston Bar Association Probate, Trusts and Estate Section Distinguished Service Award. Mr. Gissel was elected into the NAEPC Estate Planning Hall of Fame® and honored as a recipient of the Accredited Estate Planner® (Distinguished) designation in 2011.
Originally posted November, 2013

2012 - Leonard H. Neiman

Mr. Neiman has had a varied career. During WWII, he was sent to the University of Minnesota to study Japanese. He served in the Pacific and participated in the war crimes trial in Tokyo. After his military service, he finished his education with a B.S. in Marketing and Journalism from New York University. At graduation, he received an award for the person most responsible for racial and religious harmony at the school. With another person, he founded the first inter-racial and non-denominational fraternity in the U.S. Following graduation, he pursued a career in journalism by owning newspapers.

In 1958, he was recruited by the Prudential Insurance Company. This began a 40-year term with the "Pru." He had a 3-year stint as a manager, but returned to the field, his first love, where he rose to be "Pru's" leading agent.

Mr. Neiman was a member of the New York City Estate Planning Council, serving on its board and then becoming the council president in 1984. He was approached by the NAEPC to become a member of its national board – a role that lasted 17 years. During his tenure on the NAEPC board, he served on many committees. Early on, he was given the assignment to be head of council relations, responsible for 25,000 members and over 100 local estate planning councils. This committee is now comprised of over 30 members. He also served on the AEP® Committee as well as the planning committee for the Estate Planning Law Specialist (EPLS) program. Mr. Neiman is also a member of the Westchester Estate Planning Council and was a founding member of the Putnam County Estate Planning Council.

In 2009, Mr. Neiman tried to retire from the board, but was convinced to stay on when the position of Director Emeritus was created. Finally, however, in 2010, Mr. Neiman did retire.

In spite of a very active commitment to NAEPC, for 15 years he was also president of the tenant's association of the building where he resides in New York City. He battled with state and federal authorities over a subway that is being built right under his building which houses over 2,000 residents. For 15 years, Mr. Neiman owned a lakeside home north of New York and became a member of the local lake board as well.

Mr. Neiman has one daughter and 2 active grandsons. He and his wife, Barbara, both are enjoying their retirement and travel extensively.
Originally posted November, 2012

2011 - John "Jack" Wood Rittenhouse, Jr.

In 1971, Mr. Rittenhouse earned the Chartered Life Underwriter® (CLU®) Designation and became a Registered Representative of NYLIFE Securities, Inc. in 1982. In 1995, he earned the Chartered Financial Consultant® (ChFC®) Designation from The American College and in 2002 completed the Accredited Estate Planner® (AEP®) Designation from the National Association of Estate Planners & Councils (NAEPC). He was a charter member of the Marin County Chapter of CLU® & ChFC® and served as the treasurer for three years. In 1996, he transferred his membership to the Redwood Empire Chapter and was a Director (1996-2001).

Mr. Rittenhouse has been an instructor for both CLU® and LUTC classes. He was President of the Marin Life Underwriters Association in 1981-82 and then became a member of the Redwood Empire Life Underwriters Association. He is a Past President (1994-95) of the Marin County Estate Planning Council. Mr. Rittenhouse was also a Director (1996-2008) of the Redwood Empire Estate Planning Council. He was a Director (1996-2000), Secretary (2001), Vice President (2002), President (2003), Immediate Past President (2004) and then a Director Emeritus (2005-2009) of the National Association of Estate Planners & Councils.

Over the years, Mr. Rittenhouse has devoted countless hours to public and civic service. Specifically, he was a member of the Marin County Heart Association Planned Giving Advisory Group, the Marin County American Cancer Society Planned Giving Advisory Group, Sonoma County Community Foundation Professional Advisory Group for three years; was a member of the Santa Rosa Memorial Hospital Foundation Advisory Group; the Santa Rosa Junior College Foundation Advisory Group and Sutter VNA & Hospice Foundation's Planned Giving Professional Advisors Council. For the past 46 years, Mr. Rittenhouse has worked with small businesses in Business Insurance, Employee Benefit Plans and Estate Conservation, with special emphasis now on Charitable techniques of income, asset, tax and legacy planning. Official retirement from New York Life occurred January 1, 2011.

He and his wife, June, lived in San Rafael for 17 years and now reside in Santa Rosa. They have four children, six grandchildren and not enough rose bushes.
Originally posted November, 2011

2010 - Charles C. Ives, AEP®

2009 - Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)

2008 - Byrle M. Abbin, JD, CPA, AEP® (Distinguished)

2007 - Harold I. Apolinsky, Atty, EPLS, AEP®

2006 - Harold S. Small, Attorney, AEP®

2005 - Sam Tannenbaum

2004 - Hartman Axley