Lee Carpenter

Lee Carpenter

Associate

Contact Info

Phone: (410) 332-8626
Secondary Phone:
Fax: (410) 332-8169

Primary Office

Baltimore
500 E. Pratt Street
Suite 900
Baltimore, MD 21202-3133

Lee Carpenter

Associate

Lee Carpenter focuses his practice on estate planning and administration, trusts, and general business and corporate law. His estate-planning work includes a special emphasis on the unique needs of same-sex couples and other members of the LGBTQ community.

Lee helps clients at all asset levels in developing comprehensive estate plans using wills, powers of attorney, advance medical directives, real estate deeds and other planning tools. Depending on the client's individual needs, he may also prepare trust documents to help minimize estate taxes, provide for minor children, or care for someone with special needs. For couples considering marriage, he can explain the legal benefits of tying the knot and, when appropriate, prepare prenuptial agreements.

He helps clients navigate the complexities of the probate process and trust administration, acting as either attorney or fiduciary.

Lee teaches an Estates & Trusts course at the University of Maryland Francis King Carey School of Law as an adjunct professor. He is a frequent author and lecturer on topics related to estate planning and LGBTQ law. For more information about LGBTQ estate planning, please visit mdlgbtestateplanning.com.

Experience

Lee has recently helped clients with the following matters:

  • Represented a young widow whose in-laws tried to annul the marriage between her and her late wife. By blocking the attempted annulment, Lee secured an inheritance for the client as both a beneficiary of her late wife's pension and an intestate heir of her estate.
  • Streamlined the administration of a complex family trust by obtaining court permission to create charitable and non-charitable subtrusts that would continue to fulfill the grantor's family commitments and philanthropic wishes.
  • Brokered an agreement between siblings concerning the distribution of brokerage assets that were directed to the wrong person through an accountant's error.
  • Successfully petitioned the court to appoint new trustees after the provisions in a trust agreement for designating successor trustees failed to account for changing circumstances.
  • Met with terminally ill clients, either at the office or a health care facility, to prepare "11th-hour" estate plans.
  • Persuaded the court to terminate a special-needs trust when the reasons the trust was created no longer applied. The ruling gave the beneficiary direct access to the trust's substantial assets.

Thought Leadership

No results.

No results.

No results.

No results.

No results.

Credentials and Accolades

Honors and Awards

Baltimore Community Foundation, Professionals Advisors Recognition Society

 

Memberships and Affiliations

Maryland State Bar Association

  • Section Council, Section of Estate and Trust Law
  • LGBT Bar Association

Baltimore Estate Planning Council

Policy Committee, FreeState Justice

Baltimore Symphony Orchestra Planned Giving Advisory Council

Walters Art Museum Planned Giving Advisory Council

Episcopal Diocese of Maryland Planning Giving Task Force

Homeland Association (Baltimore, Maryland)

  • Board of Directors
  • Chair, Legal Committee

Education

J.D., University of Maryland Francis King Carey School of Law, 2006

  • Dean's Fellow
  • Editor in Chief, Journal of Business & Technology Law
  • William P. Cunningham Award recipient for distinguished service to the School of Law
  • Member, Phi Delta Phi Legal Honor Society
  • Staff Member, The Business Lawyer, ABA Section of Business Law
  • Research Assistant, Maryland Law Review

B.A., cum laude, University of Maryland University College, 2003

  • Dean's List

Bar Admissions

Maryland
United States Supreme Court

Lee Carpenter focuses his practice on estate planning and administration, trusts, and general business and corporate law. His estate-planning work includes a special emphasis on the unique needs of same-sex couples and other members of the LGBTQ community.

Lee helps clients at all asset levels in developing comprehensive estate plans using wills, powers of attorney, advance medical directives, real estate deeds and other planning tools. Depending on the client's individual needs, he may also prepare trust documents to help minimize estate taxes, provide for minor children, or care for someone with special needs. For couples considering marriage, he can explain the legal benefits of tying the knot and, when appropriate, prepare prenuptial agreements.

He helps clients navigate the complexities of the probate process and trust administration, acting as either attorney or fiduciary.

Lee teaches an Estates & Trusts course at the University of Maryland Francis King Carey School of Law as an adjunct professor. He is a frequent author and lecturer on topics related to estate planning and LGBTQ law. For more information about LGBTQ estate planning, please visit mdlgbtestateplanning.com.