Edwin G. Fee, Jr.

Edwin G. Fee, Jr.

PARTNER
efee@wtplaw.com
TOWSON
T: 410.832.2041
F: 410.339.4054



Mr. Fee, a fellow of the American College of Trust and Estate Counsel, focuses his practice on Trust and Estate Taxation, Trusts, Wills and Estate Planning and Business Succession Planning.  Through his more than twenty years of practice, clients served include individuals with assets worth in excess of $70 million, including family-owned auto dealerships, hundreds of original works of art and waterfront and developable real estate.

Recognitions

  • Recognized by Chambers and Partners High Net Worth Guide in Maryland, Private Wealth Law - Band 1"Notable Practitioner" (2016 - present)
  • Listed in Best Lawyers in America: in the field of Trusts and Estates (2008-present), including 2014, 2015, 2019 Baltimore Trusts and Estates “Lawyer of the Year" 
  • Listed in Maryland Super Lawyers (2007-present), 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)
 

Memberships & Activities

Professional / Community Activities

  • American College of Trust and Estate Counsel (ACTEC): Fellow (elected 2006)
  • Kennedy Krieger Institute Planned Giving Advisory Council (2017-present)
  • Baltimore Symphony Orchestra Planned Giving Advisory Council (2015-present)
  • The Associated Planned Giving Roundtable: Program Committee (2014-present)
  • Baltimore County Local Pro Bono Comm. (2007- present)
  • Baltimore Estate Planning Council: Board of Directors (2007-2013)
  • Chesapeake Planned Giving Council: Board of Directors (2012-2017)
  • 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); Section Council (2000-2010)
  • 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
  • Best Lawyers Designation
  • Chambers and Partners Designation

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
PRESENTATIONS & PUBLICATIONS

Speaker: “Where Will You Retire?,” The Prosperity Consulting Group (Feb. 27, 2018)

Speaker: “Wills, Probate and Planning,” Osher Life Long Learning Institute at Towson University (Feb. 19, 2018)

Speaker: “Estate Planning with Retirement Benefits,” Baltimore County Bar Assoc. Estates & Trusts Comm. (Dec. 6, 2016)

Speaker: “Estate Planning and Asset Protection,” Greater Baltimore Medical Center (Oct. 29, 2015)

Speaker: “Federal and Maryland Estate Tax Planning,” Wells Fargo Advisors (May 19, 2015)

Speaker: “The Maryland Estate Tax Fix: Why Clients Still Need Us,” Bar Assoc. of Montgomery County Estate & Trust Law Section (Mar. 9, 2015); 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

EVENTS

Where Will You Retire? - WTP Speaking

As the years pass by and retirement approaches, you may wonder if staying in your home is a good financial plan. Each state has unique laws that may be advantageous or harmful to your retirement. This seminar will discuss factors to consider when moving in retirement.


NEWS

57 WTP Attorneys Listed in Best Lawyers in America 2019, Four Named "Lawyer of the Year"

57 lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2019 (copyright 2018 by Woodward/White, Inc., of Aiken S.C.). The lawyers selected are based in the firm’s Delaware, Maryland, Virginia and Washington offices. Client comments are posted on the U.S. News & Best Lawyers web site.

59 WTP Attorneys Listed in Best Lawyers in America 2018, Two Named "Lawyer of the Year"

59 lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2018 (copyright 2017 by Woodward/White, Inc., of Aiken S.C.). The lawyers selected are based in the firm’s Maryland, Washington and Virginia offices. Client comments are posted on the U.S. News & Best Lawyers web site, at bestlawfirms.usnews.com.

In addition, two lawyers were selected as “Lawyer of the Year” for their particular areas of practice.


Whiteford, Taylor & Preston and 29 Lawyers Honored by Chambers and Partners

Whiteford, Taylor & Preston is pleased to announce that Chambers and Partners has once again ranked the firm highly in its 2017 list of leading firms and business lawyers. This year’s recognition includes a record 29 attorneys in 4 states, the District of Columbia and Afghanistan. 


59 Whiteford, Taylor & Preston Attorneys Listed in Best Lawyers in America, 2017, Eight Named as "Lawyers of the Year"

Fifty-nine lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2017 (copyright 2016 by Woodward/White, Inc., of Aiken S.C.). The lawyers selected are based in the firm’s Maryland, Washington and Virginia offices.

In addition, eight lawyers were selected as “Lawyers of the Year” for their particular areas of practice. 


Band 1 Ranking for Private Wealth Law Practice

Whiteford, Taylor & Preston’s Private Wealth Law practice is newly ranked Band 1 by Chambers and Partners in its 2016 High Net Worth Guide, released on June 24. According to one local lawyer, quoted anonymously in Chambers’ profile of the firm, “If I was a high net worth individual I would be going to Whiteford Taylor.” Ed Fee, also ranked Band 1, is cited as a notable practitioner.  Click here for details.


63 Whiteford, Taylor & Preston Attorneys Listed in Best Lawyers in America, Four Named as "Lawyers of the Year"

Sixty-three lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2015 (copyright 2014 by Woodward/White, Inc., of Aiken S.C.). The lawyers selected are based in the firm’s Maryland, Washington and Virginia offices.

In addition, four lawyers were selected as “Lawyers of the Year” in the Baltimore region for their particular areas of practice.


Fifty-Four Whiteford Attorneys Named Super Lawyers and Rising Stars in Maryland

Whiteford, Taylor & Preston is pleased to announce that 54 of its Maryland-based attorneys are listed among the 2014 Super Lawyers and Rising Stars.

The firm is particularly proud of the young lawyers who are recognized as “Rising Stars” and the three partners who received special recognition -- Edward Buxbaum and Dwight Stone in the Top 100, and Mary Claire Chesshire in the Top 50 Women.


61 Whiteford, Taylor & Preston Attorneys Listed in Best Lawyers in America; Nine Named as "Lawyers of the Year"

Sixty-one lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2014 (copyright 2013 by Woodward/White, Inc., of Aiken S.C.). The lawyers selected are based in the firm’s Maryland, Washington and Virginia offices, including the firm's new Roanoke office.

In addition, nine lawyers were selected as “Lawyers of the Year” in their jurisdictions and areas of practice.


Sixty-Four Whiteford Attorneys Named Super Lawyers and Rising Stars in Maryland, Delaware, Virginia

Whiteford, Taylor & Preston is pleased to announce that 64 of its attorneys are listed among the 2013 Super Lawyers and Rising Stars in three states.

The firm is particularly proud of the young lawyers who are recognized as “Rising Stars”; the four partners who are listed in the Top 100 in Maryland – Edward Buxbaum, Edwin Fee, William Ryan, and Dwight Stone; and the 16 who are named for the first time this year.


60 Whiteford, Taylor & Preston Attorneys Listed in Best Lawyers in America Five Named as "Lawyers of the Year"

Sixty lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2013 (copyright 2012 by Woodward/White, Inc., of Aiken S.C.).

This represents an increase of seven over last year.  The lawyers selected are based in the firm’s Maryland, Washington and Virginia offices.

In addition, five lawyers were selected as “Lawyers of the Year” in their jurisdictions and areas of practice.


Forty-Six Whiteford, Taylor & Preston Attorneys Named Super Lawyers and Rising Stars in Maryland; Five in Maryland Listed in “Top 100”

Whiteford, Taylor & Preston is pleased to announce that 46 of its attorneys are listed among the 2012 Maryland Super Lawyers and Rising Stars.

The firm is particularly proud of the five who are listed in the Top 100 in Maryland – Edward Buxbaum, Edwin Fee, Paul Nussbaum, William Ryan, and Dwight Stone. Selection of the Top 100 lawyers in a jurisdiction is strictly based on the highest scores in the Super Lawyer judging process, and Whiteford is one of the two firms with the most names on the list.

New Pro Bono Partner Named

Whiteford, Taylor & Preston (WTP) is pleased to announce that Edwin G. Fee, Jr. has been appointed as the firm's new Pro Bono Partner and will replace James F. Rosner, who has held the post for three years. 


36 Whiteford, Taylor & Preston Attorneys Named Maryland Super Lawyers

Whiteford, Taylor & Preston LLP (WTP) is pleased to announce that 36 WTP attorneys have been named in Maryland Super Lawyers publication. Maryland Super Lawyers will appear in a special advertising section in the January 2007 issue of Baltimore Magazine and in the Maryland Super Lawyers magazine.


Edwin G. Fee, Jr., Received Edward F. Shea Professionalism Award MD Bar Association

The Shea Award, created in 1996, was named in honor of Baltimore attorney and past president of the MSBA, the late Edward F. Shea, Jr. The award recognizes a MSBA young lawyer who exemplifies the professionalism, civility, integrity, compassion, and commitment to public service embodied by Mr. Shea throughout his career. Requirements for nomination were that the lawyers must be admitted to practice in Maryland, be members of the State Bar Association and not reach the age of 38 before the end of 2001.