FOR IMMEDIATE RELEASE
Contact: Susan Austin Carney
Tel. 866/ 226-2224
Attorney Erica K. Williams, Named an Accredited Estate Planner® (AEP®) Designee
by the National Association of Estate Planners & Councils on August 22, 2019
Cleveland, Ohio – Attorney Erica K. Williams is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
Ms. Williams is an attorney with Wickens Herzer Panza in Avon, Ohio. She is a member of the Firm’s Estate Planning, Probate & Elder Law Department and focuses her practice on wealth transfer and preservation. She is an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils and is experienced in all areas of estate planning, including income tax, estate tax, gift tax, generation-skipping transfer tax; charitable, family and business succession planning; drafting of wills, trust agreements, powers of attorney, and associated documents; and representing estates, trusts and guardianships in probate administration.
Ms. Williams received herJ.D. from Case Western Reserve University and her B.A. from Fordham University.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).
It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
For more information or to schedule an interview with S. Mark Alton, NAEPC president, please contact Susan Austin Carney at 866.226.2224 or firstname.lastname@example.org.