Frederick County Estate Planning Council

The Frederick County Estate Planning Council promotes education and networking for professionals involved in any aspect of estate planning. Become a member and enjoy the advantages that local participation provides.

Professional advisors participate in an education and networking event.

Estate Planning Professionals meet for education and networking.

What is the Estate Planning Council?

The Frederick County Estate Planning Council (FEPC) is an interdisciplinary organization for professionals involved in estate planning. FEPC strives to foster understanding of the proper relationship between the functions of the accountant, attorney, financial planner, life underwriter, trust officer, and any other parties having to do with estate planning to encourage cooperation of the persons acting under those disciplines.

FEPC is a local affiliate of the National Association of Estate Planners & Council (NAEPC), a national organization of professional estate planners and affiliated estate planning councils. It is focused on establishing and monitoring the highest professional and educational standards.

Membership Information

Senior Membership

Professionals working in estate planning who are age 36 and older are eligible to apply for membership. After downloading the application and completing it, please scan and email it to Denise Getzandanner or fax it to her attention at 301.695.7775. The annual membership dues of $225 will be required after your application is reviewed and accepted.

Senior Membership Application

Junior Membership

Beginning in 2019, junior memberships are available to those age 35 and under. This membership helps provide educational and networking opportunities to those who may not yet have the necessary designations or experience to qualify for senior membership. The membership fee of $100 annually provides access to all meetings, mentors, and one event dedicated to junior members only.

After downloading the application and completing it, please scan and email it to Denise Getzandanner or fax it to her attention at 301.695.7775. The annual membership dues will be required after your application is reviewed and accepted.

Junior Membership Application

Upcoming Meetings

The Frederick County Estate Planning Council welcomes prospective members and guests to attend its programs. Please check back for future meeting dates.

Resources

Special Needs Planning and Updates on Recent Changes (Information from the August 8, 2019 Estate Planning Meeting)

NAEPC Complimentary Webinars:

Longevity Changes Everything When It Comes to Life Insurance Valuation

Sold a Dream, Woke Up in a Nightmare: Educating Your Clients About a Timeshare's True Costs

For additional resources visit the NAEPC website.