Baltimore Estate Planning Council is a non-profit association that brings together estate planning professionals from various disciplines, including accountants, attorneys, financial advisors, philanthropic professionals, trust officers, and valuation professionals. With a membership of 275 professionals, the council aims to promote collaboration and understanding among these professionals to ensure effective estate planning strategies in the face of legislative, inflationary, and interest rate challenges.
As an affiliate of the National Association of Estate Planners Councils, Baltimore Estate Planning Council offers exclusive benefits to its members, including access to Leimberg Information Services for comprehensive analysis of legislation, regulations, cases, and rulings. Membership in the council also fulfills the requirement for becoming an Accredited Estate Planner (AEP) designee. The council regularly organizes educational programs and events to keep its members updated on the latest estate planning options and foster professional development.
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