The Baltimore Estate Planning Council is an interdisciplinary non-profit organization for professionals involved in estate planning. For more than 83 years and currently 300 members strong, the 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. 

BEPC UPDATES
During the BEPC Annual Meeting on June 18th, Council Members passed an admendment to the Articles of Organzation to add the Auctioneer category as a membership discipline. The number of active auctioneer members shall be set, from time to time, by the Board of Directors. Each active auctioneer member shall at all times during his or her active membership in good standing and duly licensed if required as an auctioneer in Maryland. All applicants for auctioneer membership shall be sponsored by two (2) active Council members, one of whom shall be an auctioneer member or a CPA member who shall not be affiliated with the firm, if any, with which the application is associated with at the time of filing the application. At any time that there are six (6) or more Auctioneer Members in the Council, then all applicants for auctioneer membership shall be sponsored by two (2) active Council members, one of whom shall be an auctioneer member who shall not be affiliated with the firm, if any, with which the application is associated with at the time of filing the application.

The Baltimore Estate Planning Council has been named a
2019 “5 Star” Council awarded by the Board of Directors of the National Association of Estate Planners & Councils.
Congratulations to all of our Council members!


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Please welcome our newest
Baltimore Estat
e Planning Council Members

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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.


Baltimore Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.