"I like the emotional and intellectual aspects of what I do. It’s not just right or wrong - it’s about providing protection, and assisting our clients in meeting their goals, as well as goals for their children and future generations."
11 N. Washington Street
Suite 620
Rockville, Maryland 20850
301-838-3227 direct
301-354-8127 fax
Steven A. Widdes
Steve Widdes’ approachable style not only helps put his clients at ease, it helps establish the kind of close relationships that allow him to build highly-individualized and effective estate plans that give his clients peace of mind. By working closely with his clients throughout the various stages of their lives, Steve helps them anticipate and manage their changing goals, address new tax laws and IRS regulations, and protect their assets. He is especially effective at navigating sophisticated plans that address issues unique to clients with substantial assets.
Steve is Co-Chair of the firm’s Estates and Trusts practice group and works with clients in the areas of estate planning, estate and trust administration, and tax and business succession planning. He also assists them in protecting assets for future generations through long-term trusts for children, as well as pre- and post-nuptial agreements. Previously an attorney with the Internal Revenue Service’s Estate and Gift Tax Branch, Rulings and Projects Sections, he brings considerable knowledge and experience of the tax issues affecting his clients’ estates and trusts.
Tax and estate planning groups frequently engage Steve to speak on such topics as post-mortem estate planning, estate planning with IRA distributions, business succession planning, tax planning for the practitioner, new income tax laws and practical and important developments in estate planning and probate. He also has lectured before the Georgetown University/D.C. Bar Association Estate Planning Program and served as the program’s chair for five years. In addition, other estate planning attorneys reach out to Steve on a regular basis for input on the application of particularly intricate techniques for their clients.
Honored as a Fellow of the American College of Trust and Estate Counsel (ACTEC) and nationally accredited as an estate planner, Steve also serves on ACTEC’s Asset Protection Committee. With nearly 30 years of experience and successful estate planning, he has been frequently named as one of the Best Lawyers in America (2005-2013) and recognized annually as a Super Lawyer in both Maryland and Washington, D.C. since 2007. In 2013, Super Lawyers magazine listed Steve among the top 100 attorneys in Maryland and in 2011-2013 he was named among the top 100 attorneys in Washington, D.C. He also was named by Washingtonian magazine (2002-2011), Legal Times (2004) and Bethesda magazine (2011) as a top trusts and estates attorney in the Washington, D.C. metropolitan area.
An active participant in the local community, Steve is a past co-chair of the Hebrew Home of Greater Washington’s Planned Giving Committee and a past vice-chair of its Board of Governors. He has also previously served on the Planned Giving Committee for Suburban Hospital. Steve currently serves on the Planned Giving Committee for the Jewish Social Service Agency and on the Endowment Planning Committee for Adat Shalon Reconstructionist Congregation.
Drake University (B.A., with honors, 1973)
Drake University (J.D., 1976)
Georgetown University Law Center (LL.M.,Taxation, 1981)
Maryland
District of Columbia
Bar Association of Montgomery County
Maryland State Bar Association
American Bar Association, Section of Real Property and Probate
Montgomery/Prince George's County Tax Study Group
Estate Planning Council of Suburban Maryland
District of Columbia Estate Planning Council
Suburban Hospital, Planned Giving Committee (2002-2012)
Adat Shalom Reconstructionist Congregation, Endowment Planning Committee (2011-2012)
Jewish Social Service Agency, Planned Giving Committee (2011-2012)
Hebrew Home of Greater Washington, Board of Governors (1998-2011)
Vice Chair (2009-2011)
American College of Trust and Estate Counsel, Fellow
Asset Protection Committee
Washingtonian magazine, Top Trust and Estate Lawyer (2002-2011)
Legal Times, Leading Lawyer, Trusts and Estates (2004)
Bethesda magazine, Top Trusts and Estates Attorney (2011)
Best Lawyers in America (2006-2013)
Maryland Super Lawyers magazine
Top 50 Attorneys in Maryland (2010-2011)
Top 100 Attorneys in Maryland (2012-2013)
Maryland Super Lawyer (2007-2013)
Washington, D.C. Super Lawyers magazine
Top 100 Attorneys in Washington, D.C. (2009-2013)
Washington, D.C. Super Lawyer (2007-2013)
Martindale-Hubbell, AV Preeminent peer review rating
04/29/13
02/26/13
01/16/13
01/04/13
12/12/12
22 Stein Sperling attorneys recognized in Maryland Super Lawyers…
09/14/12
Five Stein Sperling attorneys selected for inclusion in The…
07/02/12
04/26/12
Two Stein Sperling attorneys listed among Washington DC’s Top…
03/01/12
01/02/12
Maryland Super Lawyers magazine recognizes 17 Stein Sperling attorneys
01/01/12
12/01/11
11/28/11
11/07/11
Three Attorneys Named among “Washington DC’s Best Lawyers”; Firm…
02/01/11
Legislative Update: Federal Tax Changes for 2010 through 2012
01/17/11
Steven Widdes mentioned in Forbes article on entitled, “Rewrite…
01/01/11
01/01/11
11/01/10
Washingtonian magazine names Steven Widdes among the Best Estate…
02/23/10
Stein Sperling adds accomplished estate planning attorney Steven A.…
12/31/09
06/23/13
Steve Widdes to present on Understanding the Fundamentals of Eldercare
11/29/12
11/08/12
Steven Widdes to speak at Jewish Social Service Agency seminar
10/04/12
08/24/12
Party Like It’s 2012! Taking Advantage of Estate Planning and Tax Benefits before Time Runs Out
05/19/12
Ann Jakabcin and Steve Widdes to speak at MSBA Elder Law Symposium
04/20/12
Steve Widdes to serve as panelist at 2012 Transitions in Care Symposium
11/04/11
Steven Widdes to present a CLE state-wide program for the Maryland State Bar Association
05/24/11
Covering Your Assets: Positive Steps You Can Take Today to Protect Your Loved Ones
11/19/10
Steven Widdes to present to the Maryland State Bar Association’s Estate and Trust Section
11/18/10
Steven Widdes to present at the AAA-CPA Capital Area Chapter Meeting