Steven H. McCleskey is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.
McCleskey concentrates his practice in the areas of individual estate planning, business succession planning for closely held family businesses and estate administration. He also works extensively in the areas of tax law, tax planning, tax litigation and business law, including mergers and acquisitions. He is a member of the Estate Planning Council of Memphis.
The Accredited Estate Planner® (AEP®) designation is a graduate level 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 attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), Certified Financial Planners™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA). It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics.
The National Association of Estate Planners & Councils (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 in estate planning.
For more information please contact Susan Austin Carney at the National Association of Estate Planners & Councils – 1120 Chester Avenue, Suite 470, Cleveland, Ohio44114. The toll-free telephone number is 866.226.2224. See the NAEPC Web site at www.naepc.org.
