President's Letter - Summer 2020

Greetings fellow Baltimore Estate Planning Council members,

I hope this letter finds you and your families well and enjoying the summer. It’s hard to believe July 4th has come and gone, and the Fall will be here before we know it. We are all learning how to adjust our once routine activities to the “new normal” with the required wearing of masks, social distancing, and the multiple other life changes as result of the COVID-19 pandemic.  

To that end, I want to assure you that your Board is hard at work planning for this 2020-2021 Council year, with a distinct focus on making sure the BEPC continues to be the premier organization for Estate Planning professionals in the Baltimore region who seek education and networking resources. While our meetings will likely look and feel different this year compared to years past, we are confident that the caliber of speakers and topics will continue to rise to the level of excellence that you have come to expect from your Council. Of course, we are working in unchartered territory and with an unclear understanding of what the future may bring as far as rules and requirements for gatherings. Our goal is to have multiple contingency plans and options so that we can quickly pivot as the situation in our area continues to unfold.

Our top priority is and will continue to be the health and safety of our valued members, guests, speakers, sponsors, and vendors. We will have several options for meeting attendance depending on the rules and regulations in place during our meeting season, as well as, to accommodate the varying comfort levels of those in our BECP community. A short survey will be going out to all members later this summer and I urge you to take a few minutes to complete and share your thoughts and ideas. We want to hear from you! Please also be on the lookout for additional communication from me on behalf of the Board with updates and information; it will probably be more communication than you’ve received in summers past.

If you would like to discuss your thoughts, share feedback or ideas, or simply talk about this Council year, please do not hesitate to reach out to me or our Executive Director, Melissa Dornan. Melissa has been an integral part of navigating though these changing times and I am so thankful to have her as part of our team. She is forward-thinking, innovative, and an asset to our Council.

Be well, be safe, wash your hands, wear your mask, and we look forward to “seeing” everyone in the Fall!

Sincerely,

Adele Zilber, CFP®, CLU®, CLTC, AEP®, MBA
President
Baltimore Estate Planning Council