Mr. Edgar advises high net worth clients in estate and trust planning and administration, as well as related tax and business succession planning issues.
Mr. Edgar's practice includes all aspects of trusts and estates law, including estate planning; advising clients on estate, gift, GST and income tax issues; drafting wills, trusts and other sophisticated planning vehicles; advising trustees and personal representatives; preparing tax returns; administering estates; planning for retirement assets; planning for business succession and other issues for closely held businesses; charitable gift planning; fiduciary litigation and related areas.
He played a key role in the crafting and refinement of the Maryland Trust Act, which delivers the most significant overhaul of Maryland trust law in years. Mr. Edgar served as reporter for the Section Council of the Estate and Trust Law Section of the Maryland State Bar Association in its review and drafting of the Act. He also served as the Section Council’s liaison to the Trust Committee of the Maryland Bankers Association in that organization’s review of the Act. He was a Section Council representative to the General Assembly during the legislative process, testifying before committees and meeting with members of the General Assembly, their staff, and other interested persons over more than four years to discuss and refine the Act.
Mr. Edgar is a former managing director of the Trust Advisory Group at Legg Mason Investment Counsel & Trust Company, where he supervised the corporate trustee, wealth advisory and custody functions of the organization.
He is a frequent author and speaker on estate and trust planning matters.