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Practice Area(s)

Education

  • J.D., Harvard Law School, 2006, cum laude, Executive Editor, Harvard Law Review, Ames Moot Court Competition Semifinalist
  • A.B., Princeton University, 2003, cum laude, Grace May Tilton Thesis Prize in Fine Arts

Bar and Court Admissions

  • District of Columbia
  • U.S. Tax Court
  • U.S. Court of Federal Claims

Megan E. Wernke

Member, Washington, D.C.
(202) 862-5088
mwernke@capdale.com | v-card | PDF

Megan E. Wernke is a Member in the Private Client practice group. Ms. Wernke advises wealthy individuals and the fiduciaries of large estates and trusts on a wide range of sophisticated tax and estate planning matters. Her practice includes developing tax-efficient estate plans, addressing clients’ business succession and creditor protection goals, and helping clients come into compliance with U.S. tax requirements, all while ensuring that clients’ non-tax objectives are met.

With her significant experience in tax controversies and litigation, Ms. Wernke advises clients with respect to substantial gift tax, estate tax, generation-skipping tax, and fiduciary income tax issues at all stages of controversy: voluntary disclosures, ruling requests, audits, IRS Appeals, and in court.

Ms. Wernke also assists existing clients with probate and trust administration.

Professional Activities

  • Member, American Bar Association: Section of Taxation; Section of Real Property, Trust, and Estate Law
  • Member, D.C. Bar Association: Taxation Section; Estates, Trusts, and Probate Law Section

Awards & Rankings

  • Chambers High Net Worth Guide, Up and Coming, 2018-Present
  • American College of Trusts and Estates Counsel, Mid-Atlantic Fellows Institute 2019-20

Recent Speaking Engagements

  • Speaker, Wayfair, Kaestner, and Fielding, Oh My!: The Constitutionality of State Fiduciary Income Taxation, ALI-CLE Representing Estate and Trust Beneficiaries and Fiduciaries Conference, July 18, 2019
  • Panelist, Confronting the Challenges of Tax Reform, AiP Conference on Philanthropy 2019: Responsive Philanthropy, May 23, 2019
  • Speaker, Estates, Trusts and Probate Law Community Lunch Series: Recent Federal and State Tax Developments for Estate Planners, D.C. Bar, November 15, 2018
  • Speaker, Recent Federal Tax Developments for Estate Planners, The Maryland Association of CPAs 2018 Advanced Tax Institute Conference, November 13, 2018
  • Presenter, Estate Planning Under H.R. 1, the Tax Cuts and Jobs Act, STEP Mid Atlantic, January 31, 2018
  • Panelist, Estate Planning Issues, 2017 Advanced Tax Institute (ATI), November 14, 2017
  • Speaker, Basics of Fiduciary Income Taxation, Estate Planning Council of Montgomery County, November 1, 2017
  • 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

Click here for a full list of speaking engagements.

Recent Publications

Click here for a full list of publications.