Megan E. Wernke is an Associate in Caplin & Drysdale's Washington, D.C., office. The primary focus of Ms. Wernke's practice is assisting individual clients with estate planning, trust and estate administration, and sophisticated estate, gift, and generation-skipping transfer tax planning on the federal and state levels. Additionally, she has significant experience in tax controversy work, addressing gift and estate tax issues in the context of private letter ruling requests, IRS audits, litigation, and the IRS offshore voluntary disclosure program. Existing clients also rely on Ms. Wernke's assistance with the probate and trust administration process.
Prior to joining Caplin & Drysdale, Ms. Wernke worked in the tax department of an international law firm. In this role, Ms. Wernke helped achieve the successful resolution of a multi-million dollar estate tax controversy.
Recent News
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Recent Speaking Engagements
- Panelist, Recent Developments In Federal Case Law, Legislation, and Regulations, Maryland State Bar Association, November 3, 2015
- Speaker, A Brave New World: The Changing Landscape of Estate Planning, American Bar Association, The Day After Tax Day, April 16, 2015
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Recent Publications
- "Possible Repeal of the Estate Tax in 2017," with Beth Shapiro Kaufman, Anne J. O'Brien, and William D. Fournier, Caplin & Drysdale Client Alert, December 5, 2016
- "Allocating Generation-Skipping Transfer Tax Exemption," with Beth Shapiro Kaufman, California Trusts and Estates Quarterly, December 30, 2015
- "2016 Federal and State Estate Gift Tax Exemptions for D.C., Maryland, and Virginia," with Beth Shapiro Kaufman, Anne J. O'Brien, and William D. Fournier, Caplin & Drysdale Client Alert, December 28, 2015
- "Maryland Estate Tax Exemption Set to Rise," with Anne J. O'Brien, Beth Shapiro Kaufman, and William D. Fournier, Caplin & Drysdale Client Alert, May 16, 2014
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