OUR NEW FISCAL YEAR KICKED OFF ON JULY 1ST, 2024!
RENEW YOUR MEMBERSHIP HERE

The Baltimore Estate Planning Council is an interdisciplinary non-profit association for estate planning professionals. For 87 years and with 275 current members, the Council strives to foster understanding of the proper relationship between the functions of all professionals having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

The Baltimore Estate Planning Council is the recipient of the
2024 NAEPC “5 Star Council” Award! 

Created in 2014, the National Association of Estate Planners & Councils Leonard H. Neiman & Walter Lee Davis, Jr. Council of Excellence Award recognizes councils that are successful in their efforts to provide a strong multi-disciplinary council for their members.

Welcome our 2024 - 2025 New Council Members!

Kalen Baxter - Financial Advisor
Madelyn Blum - Emerging Planner
Kobe Bolanos - Financial Advisor
Katie Carothers - Emerging Planner
Tiara Carr - Emerging Planner
Amanda Jones Derby - Emerging Planner
Lachezara Docheva - Emerging Planner
Amir Dreams - Financial Advisor
Perneita Farrar - Emerging Planner
Tim Ford - Emerging Planner
Cecelia Gans - Emerging Planner
Samrang Vattana Hai - Financial Advisor
Daniel Halla - Financial Advisor
Darrell Jackson - Emerging Planner
Tova Jussim - Allied Professional
Julianne Krahe - Emerging Planner
Daniel Lacey - Emerging Planner
Kali Lambert - Emerging Planner
Michele Lippincott - Financial Advisor
David London - Financial Advisor
Lauren Matcha - Emerging Planner
Malone Mislak - Valuation
Matthew Morgan - Allied Professional
Nicole Race - Emerging Planner
Gabrielle Rachuba - Emerging Planner 
Lauren Rathsack - Emerging Planner 
Timothy Riley - Emerging Planner
Sarah Rosenthal - Financial Advisor
Adam Sharp - Valuation
Ryan Stellmann - Emerging Planner
Camden Stewart - Emerging Planner
John Sutton - Financial Advisor
Itael Toibman - Emerging Planner
Edward Van Houten Dello Russo - Emerging Planner
Sean Urbany - CPA
Jenna Wiessner - Emerging Planner


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.