The Baltimore Estate Planning Council is an interdisciplinary non-profit association for estate planning professionals. For 88 years and with 290 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
2025 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.

 


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.

Welcome to our new 2025 - 2026 Council Members! 

Jessica Gorsky - Attorney 

China Terrell - Emgerging Planner

Nicholas Purcell - Emerging Planner

Carleen Dadeboe - Emerging Planner

Colin Fleming - Emerging Planner 

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.