Mr. Fee, a Fellow of the American College of Trust and Estate Counsel (ACTEC), focuses his practice on Trust and Estate Taxation, Trusts, Wills and Estate Planning, and Business Succession Planning. Through his more than thirty years of practice, clients include high networth individuals, business owners and fiduciaries (such as personal representatives of estates and trustees.)
Professional / Community Activities
Bar Association Activities
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
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.
Baltimore Symphony Orchestra Gala Celebration with Christopher Seaman, Conductor and Lang Lang on piano. For more information, please contact events@wtplaw.com.
Being a trustee means exactly what the title suggests: the person who created the trust has entrusted you with fiduciary responsibility to manage the trust and its assets under the terms of the trust and state and federal law. Learn how to meet your legal responsibilities and deal with beneficiaries of all kinds of trusts, including special needs and irrevocable life insurance trusts. The nine speakers include lawyers and bankers who will address asset management, taxation, administration, and wrapping up trusts.
This event is hosted by the MSBA and will generate 6 CLE credits.
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.com.
In addition, two lawyers were selected as “Lawyer of the Year” for their particular areas of practice.
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.
Whiteford, Taylor & Preston is pleased to announce that 41 of its attorneys are listed among the 2017 Super Lawyers and Rising Stars in Maryland and Kentucky joining the sixteen who were listed earlier this year in Delaware, D.C., Pennsylvania and Virginia.
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.
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.
Whiteford, Taylor & Preston is pleased to announce that 43 of its attorneys are listed among the 2015 Super Lawyers and Rising Stars in Maryland.
Fifty-nine lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in The Best Lawyers in America® 2016 (copyright 2015 by Woodward/White, Inc., of Aiken S.C.). The lawyers selected are based in the firm’s Maryland, Washington and Virginia offices.
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.
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.
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.
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.
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.
Fifty-two lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in Woodward/White’s The Best Lawyers in America® 2012. This is an increase of six over last year. In addition, Dana O. Lynch was named the “Baltimore Best Lawyers Technology Law Lawyer of the Year” for 2012.
Whiteford, Taylor & Preston is pleased to announce that 47 of its attorneys are listed among the 2011 Maryland and Virginia Super Lawyers and Rising Stars.
Forty-six lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in Woodward/White's The Best Lawyers in America® 2011. This is an increase of nine over last year and includes 11 lawyers who were named for the first time.
Whiteford, Taylor & Preston is pleased to announce that 39 of its attorneys are listed among the 2010 Maryland Super Lawyers and Rising Stars. They join three attorneys previously named as Super Lawyers or Rising Stars in Virginia.
Thirty-seven lawyers from Whiteford, Taylor & Preston have been selected by their peers for inclusion in Woodward/White's The Best Lawyers in America® 2010. This is an increase of six over last year and includes ten lawyers who were named for the first time.
Whiteford, Taylor & Preston is pleased to announce that 39 of its attorneys are listed among the 2009 Maryland Super Lawyers.
Thirty-one lawyers from Whiteford, Taylor & Preston were recently selected by their peers for inclusion in Woodward/White's The Best Lawyers in America® 2009 (Copyright 2008 by Woodward/White, Inc., of Aiken, S.C.). This represents an increase of 19% from prior listings.
Whiteford, Taylor & Preston LLP (WTP) is delighted to announce that 32 WTP attorneys have been selected among the 2008 Maryland Super Lawyers.
Twenty-six lawyers from Whiteford, Taylor & Preston were recently selected by their peers for inclusion in The Best Lawyers in America® 2008 (Copyright 2007 by Woodward/White, Inc., of Aiken, S.C.) This represents an increase of 13% from prior listings.
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.
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.
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.
