Theodore T. Kurlowicz
Theodore T. Kurlowicz
JD, LLM, CAP®, ChFC®, CLU®, AEP
Charles E. Drimal Professor of Estate Planning
Professor of Taxation
Areas of Expertise:
Business Planning, Charitable Giving, Employee Benefits, Estate Planning, Retirement Planning
Theodore “Ted” Kurlowicz, MA, JD, LLM, CLU®, ChFC®, AEP, is the Charles E. Drimal Professor of Estate Planning at The American College of Financial Services where he teaches and prepares text materials and courses in estate planning and planning for business owners and professionals. He also is an adjunct associate professor at Widener University in the Master of Science in Taxation and Financial Planning Program. For several years, he was the coordinator of a bimonthly column, "Focus on Financial Planning," published in Best's Review/Life & Health Edition. He publishes a client tax and estate-planning newsletter franchised by many life underwriters and financial planners. He also has participated in developing state insurance agent licensing examinations for numerous states, and he is a frequent speaker at professional associations.
Professor Kurlowicz co-authored a book published by McGraw Hill, Can You Afford to Retire? He also authored Planning for Business Owners and Professionals and Estate Planning Applications. He was a contributing author to McGill's Life Insurance and several books published by The American College, including Financial Planning for the New Century, Fundamentals of Financial Planning, The Federal Income Tax Law, Financial Services Professional’s 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; The Financial Advisers, a business and financial planning program on PBS; and several segments of Money Matters, a financial planning feature of Nation's Business Today.
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. He received his BS degree from the University of Connecticut; his MA degree from the University of Pennsylvania; his Juris Doctorate 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.