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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

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

Megan E. Wernke is an Associate in Caplin & Drysdale's Washington, D.C., office.

Ms. Wernke advises wealthy individuals and the fiduciaries of large estates and trusts (both domestic and foreign) on a wide range of sophisticated tax and estate planning matters. She specializes in achieving tax efficiency and compliance while also ensuring that clients’ non-tax objectives are met. Ms. Wernke's practice includes designing and implementing estate and lifetime gifting plans, succession planning for clients with businesses large and small, achieving creditor protection for clients and their heirs, and helping clients come into compliance with U.S. tax requirements.

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

Recent Speaking Engagements

  • Panelist, Estate Planning Issues, The Maryland Association of CPAs, 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.