Distinguished Member Award and AEP® Designation Information

Distinguished Estate Planner Award Honoring - In Recognition of Your Dedication and Support of the Saint Louis Estate Planning Community

Mr. Steve Gorin 2021

Mr. Larry Katzenstein 2022

Mr. Clary Redd 2023 

Ms. Kathy Sherby 2024 

 

Accredited Estate Planner® Designation

The Accredited Estate Planner® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.  The AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters®, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants®, and Certified Financial Planners® who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

  • With a minimum of 5 years of experience, the designation is available after taking two courses through The American College.  For information about courses offered through The American College, please click HERE.
  • For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning.

To download the appropriate application or learn more, please follow the link(s) below. 

For information about the Council Nomination process, please click HERE.