Baltimore Estate Planning Council
526041962
Davidsonville, MD 21035
baltimoreepc.org
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.
[1] https://www.baltimoreepc.org [2] https://www.guidestar.org/profile/52-6041962 [3] https://www.naepc.org/about/board/officers [4] https://www.causeiq.com/organizations/baltimore-estate-planning-council,526041962/ [5] https://www.instrumentl.com/990-report/baltimore-estate-planning-council
Nearby
4.5
Davidsonville
About the organization
- -
Next Meeting Tuesday April 29 2025 BEPC MD Legislative Update Webinar via Zoom Site Links BALTIMORE ESTATE PLANNING COUNCIL The Baltimore Estate Planning Council is an interdisciplinary nonprofit associationfor estate planning professionals. For88years and with 285current members theCouncil strives to foster understanding of the proper relationship between the functions of all professionals having to do with estate planningand to encourage cooperation of persons acting under those disciplines. The Baltimore Estate Planning Council is the recipient of the2024 NAEPC 5 Star Council Award. Created in 2014 the National Association of Estate Planners Councils Leonard H.
