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. 

‚ÄčThe 2019 - 2020 BEPC Year has officially begun, please renew your membership online. There are great initiatives planned ahead with a robust speakers series - see the President's Letter from BEPC President, Charles "Chas" Jones.

Please congratulate and welcome our newest
Baltimore Estate Planning Council Members!

Miranda Dover - Trust Officer

Ryan Levy - CPA

Carlos Rodriguez - Trust Officer

Adam Zarren - Attorney


If you are interested in supporting the Baltimore Estate Planning Council, please see 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.