Overview
What is Baltimore Estate Planning Council?
The Baltimore Estate Planning Council is a nonprofit organization dedicated to bridging the gap between trust officers, attorneys, financiers, and other professionals working in estate planning. They actively engage in conducting meetings, seminars, and programs, attracting over 300 members and guests who are passionate about learning about estate planning and taxation issues. Their aim is to foster a collaborative environment, encouraging knowledge exchange and promoting best practices in the field.
Official website here: www.baltimoreepc.org
Is Baltimore Estate Planning Council legitimate?
Baltimore Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Baltimore Estate Planning Council submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Official website here: www.baltimoreepc.org
What is the mission statement of Baltimore Estate Planning Council?
The Baltimore Estate Planning Council's mission is to foster a comprehensive understanding of the interconnected roles of various professionals involved in estate planning, including trust officers, lawyers, and financiers. They achieve this by organizing meetings, seminars, and programs that attract over 300 members and their guests, all eager to learn about estate planning and estate taxation matters. The council's primary goal is to encourage a collaborative and informed approach to estate planning, ultimately benefiting individuals and families.
Official website here: www.baltimoreepc.org
Who is the CEO of Baltimore Estate Planning Council?
Joel L Simon Aep is the President of Baltimore Estate Planning Council.
Official website here: www.baltimoreepc.org
What is the revenue of Baltimore Estate Planning Council?
Baltimore Estate Planning Council's revenue in 2023 was $117,029.
Official website here: www.baltimoreepc.org
Who are the executives of Baltimore Estate Planning Council and what are their salaries?
Here are 24 key members and their salaries:
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Official website here: www.baltimoreepc.org
Where can I find the form 990EZ for Baltimore Estate Planning Council?
Baltimore Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.baltimoreepc.org
Learn more at the official website: www.baltimoreepc.org
Mission Statement of Baltimore Estate Planning Council
The Baltimore Estate Planning Council serves as a platform that encourages a comprehensive understanding of the interplay between various professionals involved in estate planning, such as trust officers, attorneys, and financiers. Through their initiatives, they conduct regular meetings, seminars, and programs that attract over 300 members and guests who are passionate about learning about estate planning and its taxation aspects. The primary objective of the Baltimore Estate Planning Council is to foster a collaborative environment, where these professionals can share knowledge and best practices, thereby enhancing their collective expertise in the field of estate planning.
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Impact
October, 2024
The Baltimore Estate Planning Council significantly enhances professional collaboration and knowledge in the estate planning field. By fostering strong relationships between trust officers, attorneys, qualified financiers, and other estate planning professionals, it creates a cohesive network that improves client services and outcomes. The Council hosts meetings, seminars, and programs that attract over 300 members and their guests, providing vital education on estate planning and estate taxation issues. This emphasis on professional development not only benefits the members but also serves the broader community by ensuring that individuals and families receive informed and comprehensive estate planning guidance.
This information is meant to be a general summary of Baltimore Estate Planning Council. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Program Service Revenue: $77,220
- Gross Receipts: $117,029
Assets and Liabilities:
- Total Assets: $149,719
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- Net Assets: $149,719
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Organization Details
Phone
(410) 305-9070Principal Officer
Joel L Simon Aep
Main Address
3451 Godspeed Road, Davidsonville, MD, 21035
Website
www.baltimoreepc.orgNTEE Category
Code: I80 - Crime
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