Bessemer's Engelhardt honored for distinguished service to estate planning. Bessemer Trust 's Jo Ann Engelhardt has been elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils and has become one of eleven professionals to receive the NAEPC's Distinguished Accredited Estate Planner designation this year.

Engelhardt works in Bessemer's Palm Beach, Fla., office.

Milestone

"This is an honor and an especially significant milestone for Jo Ann," says Thaddeus Shelly, head of Bessemer's mid-Atlantic, South and southeastern U.S. region. "This recognizes her as a leader among the distinguished estate planning professionals that help families to assure a secure future for themselves and later generations."

Prior to joining Bessemer as a managing director in 2000, Engelhardt was CEO of Merrill Lynch's Florida trust company. Prior to that, she was chief trust officer of Citigroup's trust company in Palm Beach. She has also been a senior trust administrator with U.S. Trust (now part of Bank of America) and an associate attorney in the trusts and estates department of Carter Ledyard & Milburn.

Founded in 1907 as the Henry Phipps family office, Bessemer Trust is a wealth-management and investment-advisory firm that oversees more than $56 billion across approximately 1,900 relationships.

In addition to Palm Beach and its headquarters in New York, Bessemer has offices in Atlanta, Boston, Chicago, Dallas, Los Angeles, Miami, Naples, Fla., San Francisco, Washington, D.C., Wilmington, Del., Woodbridge, N.J., London and Grand Cayman in the Cayman Islands.-FWR