Nancy G. Fax

Nancy G. Fax, a principal and managing partner of the law firm of Pasternak & Fidis, P.C. Ms. Fax is a tax attorney who concentrates in the fields of estate and family business planning, and estate and trust administration. 

Ms. Fax is a Fellow of the American College of Trust and Estate Council (ACTEC), and is the Maryland State Chair.  In addition, she serves on ACTEC's State Laws Committee and will become the Chair of the State Laws Committee in 2007.  She is the immediate past Chair of the Section Council of the Estate and Trust Law Section of the Maryland State Bar Association and is a former Chair of the Estates, Trusts and Probate Law Section of the District of Columbia Bar. She also served as the  Vice Chair of the Estate Planning Committee of the Taxation Section of the District of Columbia Bar.  She founded The District of Columbia Estates, Trusts and Probate Law Digest, a research manual published by the District of Columbia Bar, and she served as editor for many years.  Ms. Fax also is a member of the Washington, D.C. Estate Planning Council. 

In addition to her membership in the District of Columbia Bar and the Maryland Bar, Ms. Fax is a member of the American Bar Association (Section on Taxation). Ms. Fax is a frequent speaker on estate planning topics at professional and community programs.  She has been selected in 2006 and 2007 for inclusion in Best Lawyers in Trust and Estates Law, a peer-reviewed reference guide to the legal industry.  Ms. Fax graduated from Georgetown University Law Center in 1978 and earned her Masters of Laws (LL.M.) in Taxation from Georgetown in 1986.  In addition to her professional activities, Ms. Fax has served as the Chair of the Montgomery County Community Foundation, which is an affiliate of the Community Foundation for the National Capital Region.

Bar Admissions:
Massachusetts, 1978
District of Columbia, 1979
Maryland, 1986
U.S. Court of Appeals Federal Circuit, 1984

Education:
Georgetown University Law Center, Washington, District of Columbia, 1978

Georgetown University Law Center, Washington, District of Columbia, 1986
Masters of Law (LL.M.) in Taxation

Case Western Reserve University, Cleveland, Ohio, 1975
B.A.
Honors: Magna Cum Laude
Honors: Dean's List
Honors: Phi Beta Kappa
Major:  History
Major:  Political Science

Published Works:
Editor, District of Columbia Developments, Washington, DC Estate Planning Council Newsletter, 1995-2003
Founder and Editor, D.C. Estates, Trusts and Probate Law Digest, D.C. Bar, 1988-1995

Representative Cases:
Emmert v. Hearn, 522 A.2d 377 (Md. 1987)
Sarbacher v. McNamara, 564 A.2d 701 (D.C. 1989)

Classes/Seminars Taught:
Uniform Trust Code, American College of Trust and Estate Counsel, Vancouver, B.C.., 2001
Uniform Trust Code, D.C. Bar, Estates, Trust and Probate Law Section, Washington, D.C., 2001
Uniform Trust Code, D.C. Bar, Estates, Trusts and Probate Law Section, Washington, D.C., 2004
Uniform Trust Code, Washington D.C. Estate Planning Council, 2004
Uniform Trust Code, Montgomery County Bar Association, 2004
Current Local Developments, D.C., Maryland and Virginia, Advanced Estate Planning Institute, Georgetown University Law Center, 1994 - 2001
Qualified Personal Residence Trusts, D.C. Bar Taxation Section, Washington, D.C., 1996 - 2000
Using and Drafting Trusts in Estate Planning, Maryland Institute for Continuing Professional Education of Lawyers, Rockville, Maryland, 1998
Planning Ahead for Incapacity: The Uses of Durable Powers of Attorney and Revocable Trusts, District of Columbia Bar, George Washington University Law School, Washington, D.C., 1993 - 1998
Current Local Developments, D.C., Maryland, and Virginia, Washington, D.C. Estate Planning Council, Washington, D.C., 1995
Revocable Living Trusts, International Association of Financial Planners, Vienna, Virginia, 1995
Adjunct Faculty, Wills and Trusts Course, Georgetown University School for Continuing Education, 1988

Honors and Awards:
Named as One of the Metro Area's Best Estate Planners, Washingtonian Magazine, December, 2002

Professional Associations and Memberships:
American College of Trust and Estate Counsel
Fellow 1999-present; Member, State Laws Committee 2000-present

Estates and Trusts Section of the Maryland State Bar Association, 2001 - Present
Chair-Elect 2004-2005

Washington, D.C. Estate Planning Council, 1993 - Present
Member

The District of Columbia Bar, Steering Committee of Estates, Trusts and Probate Law Section
Member 1988-present, Vice Chair 1988-1990, Chair 1991-1992

The District of Columbia Bar, Taxation Section, 1997 - 2000
Vice Chair, Estate Planning Committee

National Academy of Elder Law Attorneys, 1993 - 1995
Member

The District of Columbia Bar, Community Outreach Committee, 1991 - 1993
Member

Pro Bono Activities:
American Association of Retired Persons, Legal Counsel for the Elderly
Montgomery County Community Foundation, Member, Board of Directors and Chair, Professional Advisors Council