Committees & Past Presidents

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2017-2018 FISCAL YEAR COMMITTEES

Arrangements Committee
Francisca I. Otero, Esq. (Co-Chair)
Jaime K. Lawson, CPA (Co-Chair)
Brett Scola, CPA/PFS, CFP®
Adam S. Abramowitz, Esq.
Micah Bonaviri, Esq.
Renee A. Bouchard-Kaiser, JD, LL.M.

Matthew Curtin, Esq.
James L. Frazier, Esq.
Meryl M. Kinard, Esq.
Robert Magielnicki, Esq.

Mehmood S. Nathani, CFA®, CFP®
Carolyn M. Pennabecker, CTFA
Kasey Place, Esq.

Cathy Tran, CFP®, CTFA
Kimberly Martin Turner, Esq.
Megan M. Wallace, Esq.

Bylaws Committee 
Edward J. Beckwith, Esq. (Co-Chair)
Ronald E. Recht, Esq. (Co-Chair)
Patience Ann Alexander, Esq.
Diane K. Kuwamura, Esq.

Communications Committee 
Carolyn Rogers, CLU®, ChFC® (Co-Chair)
Matthew J. Radford, CPA (Co-Chair)
J. Laing Bowles, Jr., Esq.
Michelle L. Evans, Esq.
Ryan Fleming, CFP®
Robert Magielnicki, Esq.
Kisha W. Merritt, CFP®, CPA/PFS

Elizabeth Carrott Minnigh, Esq.
Alison J. Olsen, CPA
Anneke H. Niemira, Esq.
Sheila D. Stinson, CFP
®
Megan M. Wallace, Esq.
Karen Wawrzaszek, CTFA, CFP® 

Council Enhancements Committee
Edward J. Beckwith, Esq. (Co-Chair)
Jeanne L. Newlon, Esq. (Co-Chair)
Jennifer B. Goode, Esq.
George P. Levendis, Esq.
Jennifer E. Myers, CFP®
R. Christopher Rosenthal, CPA/ABV, AEP®, ASA
Keegan F. Stroup, CPA, CFP®

Jason L. Williams, CPA/PFS, CFP®, AEP®

Golf Tournament Committee
James L. Frazier, Esq. (Co-Chair)
Vernon W. Holleman, III, CLU® (Co-Chair)
Adam S. Abramowitz, Esq.
Patience Ann Alexander, Esq.
Adam Betz, CFP®
Michelle J. Chapin, Esq.
Joseph S. Estabrook, CPA, ABV, CFF, ASA
James A. Gillis, Esq.

James Williams Hellams, Esq.
Sandra G. Hou, CPA
Melinda Merk, JD, LLM, 
CFP®  
John T. Rubin,
CFA®
Uday J. Shah, CFP®
Jason L. Williams, CPA/PFS, CFP®, AEP®

Karen Wawrzaszek, CFP®, CTFA

 

 

Investment and Finance Committee
Virginia Cheung (Chair)
Elizabeth Carrott Minnigh, Esq.
Alby Salaman, Esq.
Pamela G. Shortal, CPA, CFP®
Jason L. Williams, CPA/PFS, CFP®, AEP®

Membership Nomination Committee
Joseph S. Estabrook, CPA, ABV, CFF, ASA (Co-Chair)
Julia O'Brien, Esq. (Co-Chair)
Ronald B. Argintar, CPA
C. Brian Carlin, Esq.
Vernon W. Holleman, III, CLU®
Gordon M. Kimpel, CLU®, ChFC®, CLTC, CFBS

Anneke H. Niemira, Esq.
Julia Pitkin-Shantz, CLU®, ChFC®, CAP®, CFP®

Membership Recruitment Committee
Zachary A. Cohen, CPA, CFP® (Co-Chair)
Logan Winn, Esq. (Co-Chair)
Margaret A. Fischer, ASA, CFA® 

Dana A. Foley, JD, CPA
Robert Hottle, CPA, CPA/PFS
Brandon A.S. Ross, Esq.

Nominating Committee
Virginia Cheung
Elizabeth Carrott Minnigh, Esq.
Alby Salaman, Esq.
Pamela G. Shortal, CPA, CFP®
Jason L. Williams, CPA/PFS, CFP®, AEP®

Professional Development Committee
Michelle J. Chapin, Esq. (Co-Chair)
Melinda Merk, JD, LLM, CFP
® (Co-Chair)
James Williams Hellams, Esq.

Megan M. Wallace, Esq.

Program Committee
Andrea Dykes, CFP® (Co-Chair)
Michael R. Savage, Esq., CFP® (Co-Chair)
Camille Alexander, CFA®
J. Max Barger, JD

Renee A. Bouchard-Kaiser, JD, LL.M.
David M. Bradt, Jr., CPA
Joseph M. Brodecki, CFP®
Michelle J. Chapin, Esq.
Scott A. Greenberg, CLU
®
Anne Meltzer, CPA/ABV, ASA
Melinda Merk
Richard E. Miller, Esq.
Caitlin M. Orr, Esq.
John T. Rubin, 
CFA®
Theodore P. Stein, Esq.
Christopher Warner, CFP®, CFA®

Sponsorship Committee
Kim Natovitz, CLU® (Co-Chair)
R. Christopher Rosenthal, CPA/ABV, AEP
®, ASA (Co-Chair)
Stephen Aucamp, JD, CFP
®
Virginia Cheung
Margaret A. Fischer, ASA, CFA® 
Vernon W. Holleman, III, CLU®
D. Chad Larson, Esq.
Kisha W. Merritt, CFP®, CPA/PFS
Jason L. Williams, CPA/PFS, CFP®, AEP®

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PAST PRESIDENTS

The Washington, D.C. Estate Planning Council was organized on January 30, 1940 as the Insurance-Trust Council.  Past Presidents and their disciplines are listed below: Accounting (Acct), Financial Planning (FP), Insurance (Ins), Law (Law), Philanthropic Planning (Phil), Trusts & Estate Management (T&E) and Valuations (Val).

*  Deceased

Year

1940
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977

 

Name

Aubrey O. Dooley*
Joseph A. Marr*
Leonard Marbury*
Raymond A. Du Four*
Henry K. Dierkoph
Leopold V. Freudberg*
Earl G. Jonscher*
John L. McElfresh*
Lester A. Lawrence*
T. Loehl O’Brien*
J. Wesley Clampitt*
Roger L. Baldwin*
Bernard L. Amiss*
T J Hicks Baldwin
William V. Simons*
Charles F. Suter
Joseph L. White
Chester R. Jones
Willard G. McGraw*
Samuel J. Sugar*
J. Fontaine Hall*
C. Carney Smith*
Thomas S. Lawson
Edward J. Schmuck*
Edward A. Dent, Jr.
Morris B. Hariton*
A Vincent C. Burke, Jr.
John E. Powell
William A. Spiker
Sidney C. Cousins, Jr.
Theodore McGann
George E. Monk
Eugene F. Roesser
George E. Flather, Jr.*
Arthur F. M. Harris*
Ross O’Donoghue
Wayne E. Dorman*
Thomas G. Cranwell
W. Keith Engel

 

 

 

T&E
Ins
T&E
Ins
T&E
Ins
T&E
Ins
T&E
Ins
T&E
Ins
T&E

Ins
T&E
Ins
T&E
Ins
T&E
Ins
T&E
Ins
T&E
Ins/Law
T&E
Acct
T&E
Law
Ins
T&E
Acct
Law
Ins/Law
T&E
Acct
Law
Ins
T&E
Acct

 

Year

1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015

2016

 

 

Name

Arthur Peter, Jr.*
William J. Goldenzweig*
Charles Effinger Smoot*
Henry F. Harding
Sharon Virga
George R. Adams
James C. Van Story, Jr.*
Malvern J. Sheffield, Jr.
Robert L. Jones
August P. Zinsser, III
Marvin Sugar
Doris Blazek
Harry M. Linowes
Thomas J. Cholis
Don Regnell
Lloyd Leva Plaine*
Victor E. Barton
Ronald D. Larson
Steven W. Dorman
George P. Levendis
Janet K. Luschen
Al Behar
Stephen Rosenzweig
Virginia A. McArthur
Margaret Welch
Joseph Estabrook
Betty R. Arbuckle
Susan G. Freed
A. Christopher Sega
Miles S. Powell
Amelia A. Hillman
David A. Wexler
Diane K. Kuwamura
Patience Ann Alexander
Gordon M. Kimpel
Kathryn K. Nelson
Jeanne L. Newlon, Esq.

Pamela G. Shortal, CPA, CFP®
Alby Salaman, Esq.

 

Law
Ins
T&E/Law
Law
Acct
T&E
Ins
Law
Acct
T&E
Ins
Law
Acct
T&E
Ins
Law
Acct
T&E/Law
Ins
Law
Acct
T&E
Ins
Law
FP
Acct
Ins
FP
Law
T&E
Acct
Ins
Law
Law
Ins
Acct
Law
FP
Law

               

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