Skip to Navigation

Lawyers

Edwin G. Fee, Jr.
Partner
Towson Commons, Suite 300
One West Pennsylvania Avenue
Towson, MD 21204-5025
Phone: 410.832.2041
Fax: 410.339.4054
efee@wtplaw.com

Experience

Trusts, Wills and Estate Planning and Taxation

  • Estate planning for individual with assets worth in excess of $70 million, including several family-owned auto dealerships
  • Administration of estate with assets worth in excess of $50 million
  • Administration of estate with assets worth in excess of $30 million, including hundreds of original works of art by a major 20th century American artist, for which there was a "blockage" valuation discount
  • Administration of estate with assets worth in excess of $20 million, including water-front real estate on the Chesapeake Bay
  • Administration of multi-million dollar estate with assets including an interest in a family limited partnership, for which there were valuation discounts for minority interest and lack of marketability
  • Administration of multi-million dollar estate with assets including a several hundred acre parcel of developable real estate

Pro Bono

  • Pro bono representation of low-income and disabled individuals through Maryland Volunteer Lawyers Service, ARC of Baltimore, and Legal Aid Bureau

General Information

Recent and Significant Articles / Speeches

  • Speaker: “The Maryland Estate Tax Fix: Why Clients Still Need Us,” Baltimore County Bar Assoc. Estates & Trusts Comm. (Dec. 11, 2014)
  • Speaker: “Practical Implications of the New Maryland Trust Act,” Baltimore County Bar Assoc. Estates & Trusts Comm. (Oct. 9, 2014)
  • Speaker: “Estate Planning,” Oppenheimer & Co. (Sept. 30, 2014; May 15, 2013)
  • Author: “’Permanent’ Federal Estate Tax,” Maryland State Bar Assoc. Bar Bulletin (Sept. 2013)
  • Speaker: “Key Strategies for Physicians’ Asset Protection and Estate Planning,” GBMC Foundation (June 26, 2013)
  • Speaker: “Federal Estate Tax Update,” Baltimore County Bar Assoc. Estates & Trusts Comm. (April 11, 2013)
  • Speaker: “Revocable Living Trusts,” Maryland State Bar Assoc. (Oct. 26, 2012)
  • Author: “The Annual Federal Estate Tax Change,” Maryland State Bar Assoc. Bar Bulletin (Sept. 2012)
  • Speaker: “The Prudent Investor: Managing Trust Assets,” Maryland State Bar Assoc. (April 10, 2012)
  • Author: “The Temporary Federal Estate Tax,” Maryland State Bar Assoc. Bar Bulletin (Sept. 2011)
  • Speaker: “Modified Carryover Basis Rules for 2010,” Maryland State Bar Assoc. Advanced Estate Planning Institute (May 13, 2011)
  • Speaker: “The 2010 Tax Act and Its Impact on Charitable Giving,” Chesapeake Planned Giving Council (March 23, 2011)
  • Author: “Carryover Basis in 2010,” Maryland State Bar Assoc. Bar Bulletin (Oct. 2010)
  • Speaker: “Estate Planning in Uncertain Times,” Maryland State Bar Assoc. Estate & Trust Law Section Annual Meeting (June 11, 2010)
  • Speaker: “Future of the Federal Transfer Taxes,” Maryland State Bar Assoc. Estate & Gift Tax Study Group (April 22, 2010)
  • Author: “Apportionment of Estate and Inheritance Taxes,” Maryland State Bar Assoc. Bar Bulletin (Nov. 2009)
  • Author: “Portability of the Federal Estate Tax Exemption,” Maryland Bar Journal (Sept./Oct. 2009)
  • Author: “Reducing Boomer Estate Taxes,” Maryland Bar Journal (Jan./Feb. 2009)
  • Author: “Predicting the Future of the Federal Estate Tax,” Maryland State Bar Assoc. Bar Bulletin (May 2008)
  • Speaker: “Using and Drafting Trusts in Estate Planning,” Maryland Institute for Continuing Professional Education of Lawyers (MICPEL) (June 22, 2007; June 24, 2005; June 20, 2003; June 29, 2001)
  • Author: “The Ever-Changing Maryland Estate Tax,” Maryland Bar Journal (Nov./Dec. 2006)
  • Author: “Maryland Estate Tax: Past, Present, and Future,” University of Baltimore Law Forum, Vol. 36, No. 2 (Spring 2006)
  • Author: “Death and Taxes,” Maryland State Bar Assoc. Bar Bulletin (Jan. 2006)
  • Author: “New Unimproved Maryland Estate Tax,” Maryland Bar Journal (Mar./Apr. 2005)
  • Author: “Maryland Estate Tax Increases,” Maryland State Bar Assoc. Bar Bulletin (Sept. 2004)
  • Author: “The Uncertainty of Death Taxes,” Maryland State Bar Assoc. Bar Bulletin (Feb. 2003)
  • Author: “Is the Death of the Death Tax Greatly Exaggerated?” Maryland State Bar Assoc. Bar Bulletin (Feb. 2002)
  • Principal Author: “Living Trusts: Get the Facts!” Maryland State Bar Assoc. (2000)
  • Author: “Electing to Treat a Revocable Trust as Part of the Estate,” Estate Planning (Mar./Apr. 1999)
  • Author: “Substituted Judgment: Estate and Medicaid Planning by Guardians,” Probate & Property (Jan./Feb. 1999)
  • Quoted in: “Legal Loophole Leaves Upset Heir at a Loss,” The Baltimore Sun (June 27, 1998)
  • Author: “New Disclaimer Regs. and Other Rules Affecting Jointly Owned Property,” Estate Planning (March/April 1998)
  • Quoted in: “To Trust or Not to Trust,” Wall Street Journal (Oct. 6, 1997)
  • Author: “Living Trusts: Debunking the Myths,” Practical Lawyer (June 1997)
  • Author: “Shooting Down Living Trusts,” American Bar Assoc. Journal (Mar. 1997)
  • List of other articles/speeches available upon request

Professional / Community Activities

  • American College of Trust and Estate Counsel: Fellow
  • The Associated Planned Giving Roundtable: Program Committee (2014-present)
  • Baltimore County Local Pro Bono Comm. (2007- present)
  • Baltimore County Orphans’ Court: Court-appointed mediator in estate disputes (2006-present)
  • Baltimore Estate Planning Council: Board of Directors (2007-2013)
  • Chesapeake Planned Giving Council: Board of Directors (2012-present)
  • Hampton Improvement Assoc., Inc.: Past President
  • University of Baltimore School of Law: Adjunct Professor, Graduate Tax Program (2009)
  • Whiteford, Taylor & Preston: Pro Bono Coordinator (2007-present)

Bar Association Activities

  • Maryland State Bar Assoc.: Board of Governors (2011-2013; 2007-2009; 2003-2005; 1999-2001); Estate & Trust Law Section Council (Chair, 2006-2007; Chair-Elect, 2005-2006; Secretary, 2004-2005; member, 2000-present); Delivery of Legal Services Section Council (2007-2013); Public Protection Comm. (Chair, 2005-2007); Taxation Section Council (2003-2005; 1998-2001); Young Lawyers Section Council (1998-2003)
  • Baltimore County Bar Assoc.: Estates & Trusts Comm.;  Past Chair, Advocate Comm.; Past Chair, Constitution & Bylaws Comm.; Past Chair, Pro Bono Comm.; Past Chair, Young Lawyers Comm.
  • Bar Assoc. of Baltimore City: Executive Council (1998-2003); Past Chair, Continuing Legal Education Comm.; Past Chair, Legislation Comm.; Past Chair, Young Lawyers’ Division
  • Maryland Bar Foundation: Life Fellow
  • Baltimore Bar Foundation: Life Fellow; Past Trustee

Awards / Achievements

  • Selected among The Best Lawyers in America, in the field of Trusts and Estates (2008-2015), including 2014-2015 Baltimore Trusts and Estates “Lawyer of the Year”
  • Selected among Maryland Super Lawyers (2007-2015), including Top 100 Maryland Super Lawyers (2012-2013) and Top 50 Maryland Super Lawyers (2010-2011, 2007)
  • Pro Bono Service Appreciation Awards, The Arc of Baltimore (2005-2008)
  • Pro Bono Award, Pro Bono Resource Center of Maryland (2005)
  • Ten Year Volunteer Award, Maryland Volunteer Lawyers Service (2005)
  • Annual Pro Bono Award, Baltimore County Bar Assoc. (2005)
  • Trailblazer Award, Legal Aid Bureau Equal Justice Council (2005)
  • Thomas Ferciot Memorial Award, The Arc of Baltimore (2004)
  • Edward F. Shea, Jr. Professionalism Award, Maryland Bar Foundation (2001)
  • Presidential Best Section Award for a Project to Benefit the Public, Maryland State Bar Assoc. (as principal author of “Living Trusts: Get the Facts!”) (2000)
  • First Place Award of Achievement, American Bar Assoc. Young Lawyers Division (as co-editor of The Advocate/ Maryland State Bar Assoc.) (1999)
  • Presidential Award, Bar Assoc. of Baltimore City (1998)
  • Unsung Hero Award, Maryland State Bar Assoc. Young Lawyers Section (1998)
  • Annual Pro Bono Award, Whiteford, Taylor & Preston L.L.P. Business Services Dept. (1998)

Education

  • New York University School of Law (LL.M. 1991)
    Taxation
  • New York University School of Law (J.D. 1990)
  • Johns Hopkins University (B.A. 1987)