Section News

Section News: RPTE Leaders to Receive Industry Award

RPTE leaders Amy Morris Hess and Stephanie Loomis-Price will each be elected to the National Association of Estate Planners and Councils (NAEPC) Estate Planning Hall of Fame® as an Accredited Estate Planner® (Distinguished) with the Class of 2018. This award is given annually in recognition of significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning within the disciplines of law, accounting, insurance and financial planning, philanthropy, trust services, and academia.

Amy Morris Hess, who was nominated by Jo Ann Engelhardt, is the Waller, Lansden, Dortch & Davis and Williford Gragg Distinguished Professor Emerita of Law at the University of Tennessee College of Law. Amy’s academic and professional career reflects over 45 years of service to the profession through top-notch scholarship, outstanding national CLE presentations, and dedicated mentoring of generations of students whom she has interested in the practice of trusts and estates. Her CV’s “selected” presentations demonstrate the wide range of her interests and expertise: ethics of attorneys serving on charitable boards; same-sex marriage; planning for Generations X, Y, and beyond; and tax planning for closely-held business interests. Many authors develop in one or two areas at most, but Professor Hess makes valuable contributions in many areas. She is as skilled in technical issues of tax planning and drafting as she is in equally important “soft” or social issues, such as cultural differences that affect planning and how to plan for individuals with disabilities. Professor Hess is receiving the award in the academic category.

Stephanie Loomis-Price, a shareholder at Winstead, PC in Houston, Texas, was nominated by John T. Midgett for recognition in the attorney category. A former finance officer for RPTE and now TE Division Vice-Chair, Stephanie has been active in the Section and several other prestigious professional organizations. She is a fellow of and regent for the American College of Trust and Estate Counsel and an advisory board member of the Heckerling Institute on Estate Planning. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization. Stephanie has been named among the Best Lawyers in America 2010-2017, a Texas Super Lawyer 2010-2016, and one of the Top 50 Women Texas Super Lawyers in 2016. Additionally, she was recently named the Federal Tax Lawyer of the Year – USA (2018) by CorporateLiveWire. Stephanie is a prodigious presenter of CLE programs across the nation; her presentations reflect her extensive knowledge and her crisp insight, especially in estate and gift tax controversy before the IRS.

Amy and Stephanie will be presented with their awards at the 55th Annual NAEPC Advanced Estate Planning Strategies Conference, November 6-9, 2018, at the Marriott Harbor Beach Resort & Spa in Ft. Lauderdale, Florida.