Baltimore Estate Planning Council is an interdisciplinary non-profit membership association serving estate planning professionals in the Baltimore, MD area. With 88-year history and 290 current members, the Council stands out as a distinguished organization dedicated to fostering collaboration among diverse professionals in the estate planning field. It is the recipient of the 2025 NAEPC “5 Star Council” Award, recognizing its excellence in providing a strong multi-disciplinary platform for its members.
The Council encourages cooperation among attorneys, CPAs, financial advisors, trust officers, and other professionals involved in estate planning, emphasizing education, networking, and the exchange of ideas. It supports both established experts and emerging planners through events, resources, and accreditation pathways, including affiliation with the National Association of Estate Planners & Councils for those pursuing the Accredited Estate Planner® (AEP®) designation.
Services Offered
- Estate planning attorney networking and collaboration
- Interdisciplinary professional association membership
- Educational programs and events for estate planning professionals
- Emerging Planners networking and development opportunities
- Access to Leimberg Information Services (LISI) for members
- Accredited Estate Planner® (AEP®) designation support
- Monthly subscription service for legislative and regulatory analysis
- Member directory and professional networking resources
- Sponsorship opportunities for businesses
- Handouts, documents, and resource libraries for members
The Council serves professionals across the Baltimore region and is affiliated with the National Association of Estate Planners & Councils, providing a platform for continuous education and interdisciplinary cooperation in estate and charitable planning.
