KLR Partner, Mitchell Halpern, JD, Accredited Estate Planner® Designee
Added on May 13, 2019
Mitchell Halpern, JD is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
Mitchell Halpern, JD, AEP®, is a Tax Partner with KLR, one of the largest accounting and business consulting firms in New England. Mitchell advises individuals and families on specialized tax matters, estate planning and charitable giving. He received his Bachelors of Science in Communications Management from Ithaca College in 1980 and his Juris Doctor from Boston University School of Law in 1983.
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 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 a yearly 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.