Financial Education for Securities, Banking, & Insurance Professionals.

Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®

» Charles E. Drimal Professorship in Estate Planning
» Professor of Taxation

Areas Of Expertise:
Business Planning, Charitable Giving, Employee Benefits, Estate Planning, Retirement Planning


Course Responsibilities:
HS 331 Planning for Business Owners and Professionals
HS 334 Estate Planning Applications
GS 836 Business Succession Planning I
GS 838 Business Succession Planning II

Ted Kurlowicz, MA, JD, LLM, CLU®, ChFC®, AEP, is the Charles E. Drimal Professor of Estate Planning at The American College. He received his BS degree from the University of Connecticut; his MA degree from the University of Pennsylvania; his JD degree from the Delaware Law School, where he was a member of the editorial staff of the Law Review; and his master of laws (LLM) degree in taxation from Villanova University School of Law. He holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP) designations and is currently PACE qualified.

Professor Kurlowicz's responsibilities at the College include preparation of text materials and courses in estate planning and planning for business owners and professionals. He also has participated in the development of state insurance agent licensing examinations for numerous states. He co-authored Can You Afford to Retire? published by McGraw Hill. He is also the author of Planning for Business Owners and Professionals and Estate Planning Applications. He was a contributing author to Financial Planning for the New Century, McGill's Life Insurance, Fundamentals of Financial Planning, The Federal Income Tax Law, The Financial Services Guide to The State of the Art, and Financial Planning 2000.

Professor Kurlowicz has appeared on NBC Nightly News; Your Money, a Business News Broadcast on CNN; on The Financial Advisers, a business and financial planning program on PBS; and on several segments of Money Matters, a financial planning feature of Nation's Business Today.

He also is an adjunct associate professor at Widener University teaching in the master of science in taxation program. He was also the coordinator for several years of a bimonthly column "Focus on Financial Planning" published in Best's Review/Life & Health Edition and is a frequent speaker to professional associations. He publishes a client tax and estate-planning newsletter franchised by many life underwriters and financial planners.

Professor Kurlowicz is a member of the Pennsylvania Bar Association; Tax, Real Property and Probate, and Business Law Sections, and the American Bar Association; Taxation and Real Property and Probate Sections.


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Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)