The Baltimore Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning. The Baltimore Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Trust Officer, Attorney, Qualified Financial Advisor, Philanthropic Professional, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

Welcome the newest Council Members as of January 1, 2019:

  • Marcus Aiello - Alex Brown
  • Yollette Atkinson - Atkinson & Mentzer, LLC
  • George Caswell - UBS Financial Services
  • Abby Holmes - WMS Partners
  • Charles Kassouf - Law Offices of Charles Kassouf, LLC
  • John McKee - University of Maryland, Baltimore
  • Alexis Rohde - Brown Advisory

Our website partnership with the National Association of Estate Planners and Councils provides new services and opportunities to share resources and information with our Members in addition to other estate planning councils and their Members throughout the country.

‚ÄčLearn more about sponsorship opportunities.


New: Exclusive benefit for members only!
Members of the Baltimore Estate Planning Council can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible.

Access Leimberg Information Services now.