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Megan E. Wernke

Partner

Washington, D.C.
T: +1 202.753.3789 F: +1 973.422.2947 mwernke@lowenstein.com
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Megan Wernke counsels high-net-worth and ultra-high-net-worth individuals and families on a wide range of sophisticated tax and estate planning matters. Her estate plans provide a tailored approach to achieving tax efficiency and compliance without sacrificing familial and philanthropic goals.

Megan has extensive experience in:

  • Designing and implementing bespoke, sophisticated estate and lifetime gifting plans
  • Advising foreign and multinational families regarding U.S. tax-efficient wealth transfer structures
  • Pre- and post-immigration planning for clients across Europe, Africa, Asia, and North America
  • Helping clients modernize complex or inefficient estate plans and come into compliance with U.S. tax requirements.
  • Advising bona fide residents (Act 22/60 residents) of Puerto Rico
  • Succession planning for clients with businesses large and small
  • Achieving creditor protection for clients and their heirs
  • Probate and trust administration

Megan has also garnered a strong track record in front of the IRS and Tax Court. She has assisted clients in achieving highly satisfactory outcomes when faced with estate, gift, and fiduciary income tax controversies. Her practice before the IRS includes ruling requests, voluntary disclosures, audit defense, IRS Office of Appeals, and court.

In addition to her private practice, Megan recently served as adjunct professor and supervising attorney at Howard University School of Law, helping to found and supervise the Estate Planning and Heirs' Property Clinic.

Megan is also a Fellow of the American College of Trust and Estate Counsel.

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No aspect of these advertisements has been approved by the highest court of any state.

Education

  • Harvard Law School (J.D. 2006), cum laude; executive editor, Harvard Law Review

    Princeton University (B.A. 2003); Grace May Tilton Thesis Prize in Fine Arts; Art & Archaeology Department Thesis Prize

Affiliations

  • Georgetown Trusts & Estates Certificate Program
    • Guest Lecturer on Selected Topics in International Estate Planning
  • Member, American Bar Association
    • Section of Taxation; Section of Real Property, Trust, and Estate Law
  • Member, Washington D.C. Bar Association
    • Taxation Section; Estates, Trusts, and Probate Law Section
  • Member, Washington D.C. Estate Planning Council
  • American College of Trusts and Estates Counsel, Fellow

Admissions

  • District of Columbia
  • Maryland
  • New York

Additional Resources

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