Meet the 2027 Speakers
Follow a manual added link

Brian M. Balduzzi, JD, LL.M., MBA, CFP®, CEPA®, AEP®, IPA
Holland & Knight
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Johnathan G. Blattmachr, Esq., AEP® (Distinguished)
Pioneer Wealth Partners, LLC
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Brittany Cook, JD
Alti Tiedemann Global
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Georgia State University
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
BNY Mellon Wealth Management
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
Consiglio Advisors LLC
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Stephanie Loomis-Price, JD, AEP® (Distinguished)
Ashurst Perkins Coie
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Jill L. Miller, JD, LL.M.
Jill Miller & Associates, P.C.
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Justin T. Miller, JD, LL.M. (taxation), TEP, AEP® (Distinguished), CFP®
Evercore Wealth Management
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Nancy B. Rapoport, JD
William S. Boyd School of Law, UNLV
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Jeff Savlov, MSW
Blum & Savlov, LLP - Family Business & Wealth Consulting
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Darin R. Shebesta, CFP®, CAP®, AIF®, CPFA, AEP®
Possibility Wealth Advisors LLC
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

Dan Slater, FSA, MAAA
Core Income Advisors, LLC
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership ConferenceFollow a manual added link

David R. York, Esq., CPA
York Howell Attorneys at Law
Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference