BALTIMORE ESTATE PLANNING COUNCIL

Greetings fellow Baltimore Estate Planning Council members and Emerging Planners,

I hope you are all having a wonderful summer! My Name is Tina Lignos, and I am excited and honored to serve as your Council President for the 2024-2025 term. Your BEPC Board of Directors has been hard at work planning a fantastic upcoming year. We will be kicking off the new year on September 17th, cheering on the Orioles as they take on the Giants (limit of 40 guests).

Membership renewal began on July 1, 2024. Annual membership dues will remain the same at $200, however, due to rising inflation, there will be a small registration fee of $20 for all social events. As a result of overwhelmingly positive feedback from our members, all Council educational breakfast meetings will be held at the Baltimore Country Club. Speaker presentations will continue to be live-streamed, however, those viewing online will no longer be able to ask questions or otherwise interact with the speaker. The live stream will simply include audio and slides. We hope that most of you will attend in person to enjoy networking with your fellow council members.

Our Programs Committee has worked diligently to identify a diverse group of national speakers for our 2024–2025 educational meetings:

September 25, 2024
Ferdinando Mirarchi, DO
“How the Living Will & Estate Planning Document puts your Safety at Risk as a Patient”
Sponsored by Alex Brown

October 29, 2024
Caren Croland
“Charitable Topic”
Sponsored by The Associated: Jewish Community Federation of Baltimore

December 4, 2024
Irene Estrada
“Tax Update”
Sponsored by Glenmede Trust Company

January 22, 2025
Bobby Samuelson
“Life Insurance Topic”
Sponsored by the Baltimore Community Foundation

February 25, 2025
Anirban Basu
“Economic Update”
Sponsored by Maller Wealth Advisors

May 6, 2025
Sarah Moore
“Re-Defining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology”
Sponsored by PNC Private Bank

Please note that it is a requirement of Council membership to attend a minimum of two of the above programs. As in prior years, members may pre-pay for all six breakfast programs in advance during the annual membership renewal period, which is not only convenient, but it also provides a slight reduction in cost. In addition, throughout the year, the Council will host several social events, monthly NAEPC webinars, and Emerging Planners events, as well as our end-of-year Annual Meeting. 

NAEPC has once again recognized the BEPC as a 5 Star Council! This outstanding achievement allows us to continue to offer all NAEPC webinars at no additional fee to our members. Thank you to our Immediate Past President, Colleen McCloskey, our amazing Executive Director, Melissa Dornan, and all the Council Officers and Board Members for their hard work and professionalism this past year. I also want to thank each of you, as Council Members, for your continued support. Thank you as well to all our sponsors for their continued support, which has allowed us to offer quality programs with national speakers.

As we enter into our 87th Council year, the Council continues to have a strong commitment to grow, diversify, and provide stellar educational programs and networking opportunities. The benefits offered are numerous and I encourage you to engage in these opportunities to make the most of your Council membership. On behalf of the Officers and the entire Board, I look forward to seeing you this upcoming year!

As always, if you have any questions or concerns, I encourage you to reach out to me or our Executive Director, Melissa Dornan. We are very interested in your thoughts and ideas as to how we can continue to make your membership in the Baltimore Estate Planning Council a valuable asset to you, both personally and professionally.

Enjoy these last few weeks of summer and I look forward to seeing you all at our first social as we cheer on the Orioles at Camden Yards!

Sincerely,
Tina Lignos
President, Baltimore Estate Planning Council