Baltimore Estate Planning Council

Overview

The Baltimore Estate Planning Council is an interdisciplinary non-profit organization specializing in estate planning. With a history spanning 88 years, it currently has approximately 285 members. The council aims to foster a deep understanding of the interrelated roles of professionals involved in estate planning and to facilitate cooperation among them.

Activities and Programs

The council organizes meetings, seminars, and programs that attract over 300 members and guests interested in estate planning and estate taxation. These events serve as platforms for professional development and networking among estate planning professionals.

Awards and Recognition

In 2024, the Baltimore Estate Planning Council was recognized with the NAEPC “5 Star Council” Award, which acknowledges successful councils that provide strong multi-disciplinary platforms for their members. This award is part of the National Association of Estate Planners & Councils (NAEPC) efforts to recognize excellence in local councils.

Membership and Affiliations

Membership in the Baltimore Estate Planning Council is beneficial for professionals seeking to become Accredited Estate Planner® (AEP®) designees, as it fulfills a requirement for joining an affiliated local estate planning council. The council is affiliated with the National Association of Estate Planners & Councils.

Recent Developments

The council has introduced exclusive benefits for its members, including pre-paid access to Leimberg Information Services (LISI). This service provides financial professionals with critical analysis of legislation, regulations, and court cases relevant to their field.

Financials

As of recent reports, the Baltimore Estate Planning Council does not distribute grants. It operates as a public charity, focusing primarily on educational programs rather than grantmaking activities.