Bar Admissions

  • District of Columbia
  • Maryland

Education

  • J.D., with honors, Duke University School of Law
  • B.A., cum laude, Princeton University

Memberships

  • Fellow, American College of Trust and Estate Counsel

    Past Chair, Estate and Gift Taxes Committee, Tax Section, American Bar Association

    Member and Past Director, District of Columbia Estate Planning Council

    Member, Duke University Estate Planning Council

    Former Member, Governing Board, St. Albans School (Washington, DC)

    Former Board Member, The Concord Hill School (Chevy Chase, Maryland)

T +1 202.344.4831
F +1 202.344.8300
 

Douglas L. Siegler

Partner

Doug Siegler is a partner in Venable's Tax and Wealth Planning practice. An American College of Trust and Estate Counsel Fellow with more than 30 years of experience, Doug advises individuals and families on estate planning and administration and the multigenerational transfer of wealth, especially in regard to income, estate, gift, and generation-skipping transfer tax planning.

Doug advises clients on wills, trust agreements, insurance, and charitable giving programs, and provides tax and business succession planning advice to owners of closely held businesses. He also handles transfer tax planning for clients married to non-U.S. citizens and people living outside the U.S.

Significant Matters

  • Settled on very favorable terms an IRS gift tax audit regarding the proper valuation of several promissory notes gifted by the taxpayer to her children and grandchildren, and prevented the IRS from expanding the scope of the audit into an examination of the intrafamily sales of LLC interests that had given rise to the promissory notes.
  • Provided advice regarding estate planning options for an owner of pre-IPO stock, ultimately creating two grantor-retained annuity trusts (GRATs) and an irrevocable trust for young children, and preparing a federal gift tax return disclosing the gifts.
  • Retained as special counsel for a surviving spouse in a long-running will dispute and IRS estate tax examination, advising spouse and decedent’s estate on the necessity of creating a qualified domestic trust (QDOT) to receive a marital bequest, preparing the QDOT document, and negotiating with the IRS to confirm qualification of the trust as a QDOT.
  • Advised a foreign national on gift, estate, and generation-skipping transfer tax opportunities prior to immigration to United States, including gifting opportunities, appropriate location of trust vehicle, and best assets to be used for funding of gifts.
  • Implemented post-mortem tax planning, including qualified disclaimers, and balancing the size of the taxable estates of a husband and wife, who died within a few days of each other, resulting in a substantial reduction in state estate tax liability and better utilization of decedents’ available generation-skipping transfer tax exemptions.