Estate Planning Council of Montgomery County, Maryland Information

𝑻𝒉𝒆 𝑬𝒔𝒕𝒂𝒕𝒆 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑪𝒐𝒖𝒏𝒄𝒊𝒍 𝒐𝒇 𝑴𝒐𝒏𝒕𝒈𝒐𝒎𝒆𝒓𝒚 𝑪𝒐𝒖𝒏𝒕𝒚, 𝑴𝒂𝒓𝒚𝒍𝒂𝒏𝒅, 𝑰𝒏𝒄. 𝒊𝒔 𝒂𝒏 𝒊𝒏𝒕𝒆𝒓𝒅𝒊𝒔𝒄𝒊𝒑𝒍𝒊𝒏𝒂𝒓𝒚 𝒐𝒓𝒈𝒂𝒏𝒊𝒛𝒂𝒕𝒊𝒐𝒏 𝒐𝒇 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍𝒔 𝒊𝒏𝒗𝒐𝒍𝒗𝒆𝒅 𝒊𝒏 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈. 𝑻𝒉𝒆 𝑪𝒐𝒖𝒏𝒄𝒊𝒍 𝒎𝒆𝒆𝒕𝒔 𝒎𝒖𝒍𝒕𝒊𝒑𝒍𝒆 𝒕𝒊𝒎𝒆𝒔 𝒆𝒂𝒄𝒉 𝒚𝒆𝒂𝒓, 𝒐𝒇𝒇𝒆𝒓𝒊𝒏𝒈 𝒔𝒑𝒆𝒂𝒌𝒆𝒓𝒔 𝒘𝒉𝒐 𝒅𝒊𝒔𝒄𝒖𝒔𝒔 𝒕𝒐𝒑𝒊𝒄𝒔 𝒓𝒆𝒍𝒂𝒕𝒆𝒅 𝒕𝒐 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈. 𝐓𝐡𝐞 𝐩𝐮𝐫𝐩𝐨𝐬𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐢𝐬: - To assist its members in rendering the best possible professional service to their clients and their communities in the disciplines of estate planning; - To provide a forum for discussion of topics relevant to its members’ professions in the context of estate planning; - To provide its members the opportunity to keep abreast of laws and conditions affecting business and personal taxation and the problems of wealth accumulation, conservation and transfer; and - To foster and promote intelligent cooperation and cordial understanding among its members with respect to the proper relationship among the disciplines providing estate planning and related services. 𝐎𝐮𝐫 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐬 𝐦𝐞𝐦𝐛𝐞𝐫𝐬 𝐟𝐫𝐨𝐦 𝐬𝐢𝐱 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐝𝐢𝐬𝐜𝐢𝐩𝐥𝐢𝐧𝐞𝐬: - Accounting - Financial Planning - Insurance - Legal - Trust Services - Valuations