Baltimore Estate Planning Council
HAGERSTOWN, MD
Total revenue
$149K
Total expenses
$171K
Net assets
$115K
Grants received
$8K
1 grants
EIN
526041962
Tax year
2024
Mission
The Baltimore Estate Planning Council is an interdisciplinary organization of professionals involved in estate planning. It strives to foster an understanding of the proper relationship between the functions of the trust officer, attorney, qualified financial advisor, non-profit professional, accountant, and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines. It also promotes education programs for members with respect to various aspects of estate planning and estate taxation.
Financials
FY 2024
Revenue
Expenses
People
21 listed
Christina Snyder
Director
—
0.5 hrs/wk
S Scott Tate
Director
—
0.5 hrs/wk
Marcus Aiello
Director
—
0.5 hrs/wk
Shari Fleming
Director
—
0.5 hrs/wk
Patrick Guthrie
Treasurer
—
0.5 hrs/wk
Tina Lignos
Past President
—
0.5 hrs/wk
Norris L Brodsky
Director
—
0.5 hrs/wk
Susan Mitcheltree
Director
—
0.5 hrs/wk
Christine Buckley
Director
—
0.5 hrs/wk
Randall Harris
Director
—
0.5 hrs/wk
Andrew Hahn
Director
—
0.5 hrs/wk
Maria Sobus
Director
—
0.5 hrs/wk
Michael A Mandish
President
—
0.5 hrs/wk
Jacqueline F Yahr
Secretary
—
0.5 hrs/wk
Katherine Alice Young
Director
—
0.5 hrs/wk
Sean Kelly
President Elect
—
0.5 hrs/wk
Elizabeth A Green
Vice President
—
0.5 hrs/wk
Abby Holmes
Director
—
0.5 hrs/wk
Maximilian Reamer
Director
—
0.5 hrs/wk
Joe Musumeci
Director
—
0.5 hrs/wk
Aquanetta Betts
Director
—
0.5 hrs/wk
Grants received
Showing 1 of 1
Funded by
$8K from 1 funder · 1 grant · 2021
$8K · 1 grant · 2021