BEPC President's Letter - Summer 2021

Greetings, BEPC Members and Visitors to the BEPC's Website:

I would like to introduce myself as your Council President for the 2021 – 2022 year; it is an honor to have been selected to serve you.

First, I want to thank Adele Zilber, our Immediate Past President, the Officers of the Council and Board Members, as well as our Executive Director, Melissa Dornan for all of the hard work over this past year. It certainly has been difficult for everyone, and I cannot thank all of them enough for their efforts that allowed us to continue our excellent educational programs and Council offerings. I also thank all members of the Council who demonstrated their professionalism and flexibility to make the past year's programs and Council initiatives successful in spite of impact of the pandemic.

Second, I look forward to a very productive 2021-2022 year, and although we will begin the full program year with virtual general meetings, we will have some in-person gatherings, and will look forward to resuming hybrid educational meetings before the end of the upcoming year. The Program Committee has provided an excellent list of upcoming BEPC programs and NAEPC educational opportunities. The six main Council educational programs are as follows:

Thursday, September 23rd, 2021
Martin Shenkman
Planning for Clients Living with Chronic Illness
Sponsored by Alex Brown

Wednesday, October 27th, 2021
Sam Donaldson
Tax Update
Sponsored by Baltimore Community Foundation

Thursday, December 2nd, 2021
Russel James
Baby Boomers and Planned Giving: A very special generation or just typical old people?
Sponsored by The Associated: Jewish Federation of Baltimore

Wednesday, January 12th, 2022
Dante Disparte
Risk Management and Assessment

Thursday, February 24th, 2022
Anirban Basu
Economic Update
Sponsored by Maller Wealth Advisors

Wednesday, May 11th, 2022
Travis Allen
When Responsible Investing is More Than Financial Returns:
The Role of ESG in Portfolio Management
Sponsored by PNC Wealth Management

Please remember that a membership requirement is to attend a minimum of two of the above programs. I encourage you to visit the website to confirm all upcoming Council events.

I also want to draw the membership's attention to an upcoming outdoor Social that the Council is hosting on Wednesday, September 1st at the Union Brewing Company in Baltimore. Registration is required and free for all Council members. I hope to see you there and look forward to this being the first official event of the Council year.

The Council has also been actively involved in the accreditation of our more experienced members to receive the AEP® designation. Each year the Council has been actively seeking members who are interested in such accreditation and encourage anyone who would like to find out more about this opportunity to visit those sections of our website as well as the information available through the National Association of Estate Planning Council website.

The Council also wants to specifically express continued gratitude to the generous sponsors for each of our educational programs, which allow our dues and event fees to remain very affordable. Please consider them when expanding your professional relationships.

Over its 80 plus years of operation, the Baltimore Estate Planning Council has been focused upon consistently delivering excellent educational programs, collaborative opportunities and public outreach. We strive to continue that exemplary performance in the upcoming year. The benefits offered by the Council demonstrate that membership is well worth the cost of joining, and I encourage all members to actively seek and propose additional individuals who would benefit from membership.


Matthew Mace, Esq., AEP®
Baltimore Estate Planning Council