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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 & Significant Articles / Speeches

  • Speaker: "Preparing Your Estate Plan," Edward Jones (Dec. 17, 2012)
  • Speaker: "Revocable Living Trusts," Maryland State Bar Assoc. (Oct. 26, 2012)
  • Speaker: "Estate Planning," Edenwald (Oct. 16, 2012)
  • Author: "The Annual Federal Estate Tax Change," Maryland State Bar Assoc. Bar Bulletin (Sept. 2012)
  • Author: "2011 Advanced Tax Institute," Maryland State Bar Assoc. Estate & Trust Law Section Newsletter (Spring 2012)
  • Speaker: "The Prudent Investor: Managing Trust Assets," Maryland State Bar Assoc. (April 10, 2012)
  • Speaker: "A Checklist for Your Financial Health," Broadmead (Jan. 23, 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. 2011 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: "I'd Like to Give More, But . . .," Enoch Pratt Free Library Pages from the Pratt (Spring 2011)
  • Speaker: "Federal Estate Tax Update," Stegman & Company, Certified Public Accountants (Dec. 9, 2010)
  • Speaker: "Estate Planning for Everyone," Univ. of Maryland Baltimore County, Erickson School Workshop for Faculty and Staff (Nov. 15, 2010)
  • Speaker: "Estate Planning," Downtown Partnership of Baltimore (Nov. 11, 2010)
  • 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)

Professional / Community Activities

  • American College of Trust and Estate Counsel: Fellow
  • 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
  • The Park School of Baltimore Planned Giving Advisory Comm.
  • 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; Trustee (2000-2003)

Awards / Achievements

  • Selected among the Top 100 Maryland Super Lawyers (2012-2013)
  • Selected among the Top 50 Maryland Super Lawyers (2011, 2010, 2007)
  • Selected among The Best Lawyers in America, in the field of Trusts and Estates (2008-2013)
  • Selected among Maryland Super Lawyers (2007-2013)
  • 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)