Beth Shapiro Kaufman is a Member in Caplin & Drysdale's Washington, D.C., office. She was President of the Firm from 2015 to 2018 and continues as an active member of the firm’s Board of Directors.
Ms. Kaufman rejoined the firm's Private Client Group in 2001 after working for over six years in the Treasury Department's Office of Tax Policy. Serving first as Attorney Advisor and then as Associate Tax Legislative Counsel, Ms. Kaufman had principal responsibility for all tax policy matters affecting trusts and estates, including estate, gift, and generation-skipping transfer taxes, as well as income taxation of trusts and estates. She has continued her focus in these areas in private practice.
Services
At Caplin & Drysdale, Ms. Kaufman assists wealthy individuals with their estate planning. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes. She is frequently retained by counsel to assist in estate and gift tax audits, to advocate a taxpayer's position before the Internal Revenue Service, or to seek a private letter ruling.
Highlights
While with the government, Ms. Kaufman was the primary Treasury representative involved in the legislative and regulatory developments affecting the taxation of trusts and estates. Legislative projects included the Taxpayer Relief Act of 1997 and the Economic Growth and Tax Relief Reconciliation Act of 2001. Regulatory projects included regulations on qualified domestic trusts, generation-skipping transfer tax, charitable remainder trusts, charitable lead trusts, adequate disclosure for gift tax purposes, separate share, definition of foreign and domestic trusts, and valuation tables.
Ms. Kaufman is a member of the Adjunct Faculty for the University of Miami School of Law, Heckerling Graduate Program in Estate Planning and Georgetown University Law Center, where she teaches LLM-level courses on the Generation-Skipping Transfer Tax.
Recent News
- Beth Kaufman Comments on How Upcoming Tax Changes Could Effect Estate Planning, Tax Notes, February 19, 2021
- Beth Kaufman Comments on Estate Planning Under New Biden Administration, Tax Notes, January 14, 2021
- Beth Kaufman Weighs in on Tax Regulations Under New Biden Administration, Tax Notes, December 30, 2020
- Beth Kaufman Talks to Tax Notes About Grantor Trusts and GRATs, Tax Notes International, November 23, 2020
- Washingtonian Recognizes Caplin & Drysdale Attorneys Among Washington's Top Lawyers, The Washingtonian Magazine, November 19, 2020
- WSJ Quotes Beth Kaufman on Estate Planning Under the Biden Administration, Wall Street Journal, November 13, 2020
- Caplin & Drysdale Earns Top Ranking in 2021 "Best Lawyers in America", U.S. News & World Report, August 20, 2020
- Caplin & Drysdale Attorneys Recognized by Chambers High Net Worth Guide for Private Wealth Law, Chambers High Net Worth Guide, July 10, 2020
- 17 Caplin & Drysdale Attorneys Recognized in 2020 Legal 500 Ranking, The Legal 500, July 6, 2020
- Caplin & Drysdale D.C. Attorneys are Recognized by Super Lawyers®, Super Lawyers, May 4, 2020
- Tax Notes Quotes Beth Kaufman on GRATs, Tax Notes, April 21, 2020
- Tax Notes Quotes Beth Kaufman on Adequate Disclosure on Gift Tax Returns, Tax Notes, January 31, 2020
- Tax Notes Quotes Beth Kaufman on Opportunity Zone Regs, Tax Notes, January 24, 2020
- Beth Kaufman Comments on Her Time at Treasury in Tax Notes, Tax Notes, December 16, 2019
- Beth Kaufman and Anne O'Brien Named Best Financial Advisers in Washingtonian Magazine, The Washingtonian Magazine, December 4, 2019
- Tax Notes Quotes Beth Kaufman on Proposed IRS Rule Concerning Retained Interests, Tax Notes, December 2, 2019
- Beth Kaufman Elected Into the NAEPC Estate Planning Hall of Fame®, National Association of Estate Planners & Councils (NAEPC), November 14, 2019
- Beth Kaufman Comments on Wealth Tax Plans, Dow Jones Newswires, November 7, 2019
- Tax Notes Quotes Beth Kaufman on Wealth Tax, Tax Notes, October 4, 2019
- Forbes Quotes Beth Kaufman on Estate Tax, Forbes, September 25, 2019
- POLITICO Talks to Beth Kaufman on Wealth Tax, POLITICOPRO, September 25, 2019
- Beth Kaufman Comments on Assets in Trusts in WSJ, The Wall Street Journal, September 25, 2019
- Bloomberg Talks to Beth Kaufman on Tax Policy, Bloomberg Law, September 25, 2019
- Tax Notes Quotes Beth Kaufman on Assessing Assets, Tax Notes, September 25, 2019
- Beth Kaufman Comments on System to Evaluate Assets in Law360, Law360 Tax Authority, September 24, 2019
- Caplin & Drysdale Attorneys Listed as "Best Lawyers In America", August 15, 2019
- Chambers High Net Worth Guide Recognizes Caplin & Drysdale as Top-Notch Law Firm for Private Wealth Law, Chambers High Net Worth Guide, August 14, 2019
- Super Lawyers® Recognizes 22 Caplin & Drysdale Attorneys in D.C., Super Lawyers, April 22, 2019
- Caplin & Drysdale Honors the Women of the Firm, Caplin & Drysdale, March 8, 2019
- New York Times Quotes Beth Kaufman on Senator Warren's Plan to Tax the Wealthy, The New York Times, February 19, 2019
- Beth Kaufman Comments on Bernie Sanders' Estate Tax Proposal, Bloomberg Law, Daily Tax Report, February 5, 2019
- CNN Talks to Beth Kaufman on Sanders' Tax Plan Targeting Estates of Ultra Rich, CNN, January 31, 2019
- PODCAST: Beth Kaufman Discusses Priority Guidance Plan from the IRS and Treasury, ACTEC Trust and Estate Talk Podcast, January 18, 2019
- Beth Kaufman Comments on the Year Ahead in Estate Tax Planning, Tax Notes, December 31, 2018
- PODCAST: Beth Kaufman Discusses Tax Cuts and Jobs Act in Follow Up Podcast, ACTEC Trust and Estate Talk Podcast, December 18, 2018
- Beth Kaufman Named Accredited Estate Planner® (Distinguished) Nominee by NAEPC, National Association of Estate Planners & Councils (NAEPC), November 28, 2018
- CBS News Quotes Beth Kaufman on Potential Revelations in President Trump's Tax Return, CBS News' MoneyWatch, November 9, 2018
- Beth Kaufman and Mark Matthews Talk to ABC News on Trump Tax Investigation, ABC News, October 29, 2018
- Business Insider Interviews Beth Kaufman on Possible Roadblocks Facing Investigators in Trump Tax Allegations, The Business Insider, October 5, 2018
- The Hill Quotes Beth Kaufman on Calls to Revise Estate Tax Rules, The Hill, October 5, 2018
- The Hill Quotes Beth Kaufman on Legal Obstacles to Pursuing Trump Tax Charges, The Hill, October 5, 2018
- Accounting Today Quotes Beth Kaufman and Anne O'Brien on IRS Chief Rettig's Potential Response to Trump Tax Investigation, Accounting Today, October 4, 2018
- Associated Press Quotes Beth Kaufman and Mark Matthews: Probes of Trump Taxes Carry Potential for Millions in Fines, The Associated Press, October 4, 2018
- POLITICO Quotes Beth Kaufman and Mark Matthews on Trump Tax Investigation, POLITICO Pro, October 3, 2018
- CBS Evening News Interviews Beth Kaufman on Trump Tax Investigation, CBS Evening News, October 2, 2018
- Forbes Quotes Beth Kaufman on Maryland Estate Tax Changes, Forbes, August 31, 2018
- Caplin & Drysdale Improves Ranking in 2019 "Best Lawyers in America", August 15, 2018
- Caplin & Drysdale Attorneys Advance in Chambers Ranking for Private Wealth Law, Chambers High Net Worth Guide, July 23, 2018
- PODCAST: Beth Kaufman Discusses 9100 Relief, ACTEC Trust and Estate Talk Podcast, July 11, 2018
- Beth Kaufman Talks to Tax Notes on Tailoring Estate Planning Techniques to Client Needs, Tax Notes, June 26, 2018
- Beth Kaufman Discusses Tailoring Estate Planning Techniques to Client Needs, Tax Analysts, June 25, 2018
- Beth Kaufman Comments on Marvel Legend Stan Lee's Elder Abuse Controversy, InvestmentNews, June 15, 2018
- InvestmentNews Quotes Beth Kaufman on How Changes to 'Kiddie Tax' Will Impact Families, InvestmentNews, May 31, 2018
- PODCAST: Beth Kaufman Discusses New Tax Act and the Estate Planning Opportunities It Presents, ACTEC Trust and Estate Talk Podcast, May 8, 2018
- 18 Caplin & Drysdale Attorneys Recognized by Super Lawyers in D.C., April 23, 2018
- Beth Kaufman Discusses Inadvertent GST Exemption Exclusions with Tax Notes, Tax Notes, March 16, 2018
- Beth Kaufman Comments on New Tax Law Prompting Growth at Law Firms, Tax Notes, January 22, 2018
- CNN Money Quotes Beth Kaufman: New Estate Tax Law Gives an Enormous Gift to Rich Families, CNN Money, January 9, 2018
- Forbes Talks to Beth Kaufman on Estate Tax Win for the Rich, Forbes, December 21, 2017
- HuffPost Quotes Beth Kaufman on Kristi Noem's Estate Tax Bill, HuffPost, December 21, 2017
- HuffPost Quotes Beth Kaufman on Death Tax Impact on Family Businesses, HuffPost, December 7, 2017
- Beth Kaufman Comments on IRS Withdrawal of Proposed Estate and Gift Tax Regs, ThinkAdvisor, October 18, 2017
- CNN Money Quotes Beth Kaufman on Repeal of Estate Tax, CNN Money, October 10, 2017
- Chambers Lists Caplin Lawyers as Leaders in Private Wealth Law, Chambers High Net Worth Guide, September 15, 2017
- Caplin & Drysdale Earns Top Ranking in 2018 "Best Lawyers in America", August 15, 2017
- 7 Caplin & Drysdale Lawyers Listed as Leaders in Their Field by Expert Guides, Expert Guides, July 25, 2017
- Beth Kaufman Talks to Washington Post on Reduced Enforcement of Estate and Gift Taxes, The Washington Post, July 11, 2017
- Beth Shapiro Kaufman Comments on Gift Taxes, ProPublica and The Real Deal, July 5, 2017
- WSJ Quotes Beth Shapiro Kaufman: Many Estate-Tax Payers Just Got a Reprieve from the IRS, The Wall Street Journal, June 9, 2017
- Washington Post Speaks to Beth Shapiro Kaufman on the Wealthy Delaying Tax Payments, The Washington Post, June 1, 2017
- Caplin & Drysdale Lawyers Listed Among D.C.'s Most Prominent Practitioners, Super Lawyers, April 27, 2017
- Beth Kaufman Discusses Trump's Access to Trust Assets with The Washington Post, The Washington Post, April 3, 2017
- Beth Kaufman Speaks to Investment News on Possible Estate Tax Repeal, Investment News, February 6, 2017
- Beth Kaufman Speaks with Executive Leaders Radio on Her Role as Caplin & Drysdale President, Executive Leaders Radio, December 20, 2016
- Northern Virginia Magazine Names Beth Kaufman and Jeffrey Liesemer "Top Lawyers" for 2016, Northern Virginia Magazine, November 22, 2016
- Beth Kaufman Talks to Forbes About Maryland Estate Tax Exemptions, Forbes, October 25, 2016
- Forbes Quotes Beth Kaufman on Estate Tax Changes for Wealthy Individuals, Forbes, October 25, 2016
- Beth Kaufman and Anne O'Brien Named Leading "Women in Business Law" for Trusts and Estates, Expert Guides, September 8, 2016
- Beth Kaufman Discusses Succession Planning with The American Lawyer, The American Lawyer, September 1, 2016
- Best Lawyers in America Lists 18 Caplin & Drysdale Attorneys, U.S. News & World Report, August 15, 2016
- Beth Kaufman Comments on Proposed Estate Tax Regulations in Washington Post, The Washington Post, August 2, 2016
- Caplin & Drysdale Attorneys Listed as "Leaders in Their Field" for Private Wealth Law, Chambers High Net Worth Guide, June 24, 2016
- Three Caplin Lawyers Distinguished by Best Lawyers, Business Edition of Best Lawyers, June 21, 2016
- Caplin & Drysdale Listed Among Top Lawyers for Tax, Bankruptcy, Estate Planning and Political Law, Chambers USA, June 1, 2016
- Beth Kaufman Comments on the State of the Estate Tax, Financial Advisor IQ, March 22, 2016
- Washingtonian Names Beth Kaufman and Anne O'Brien Among 2016 Top Wealth Advisers, The Washingtonian Magazine, March 21, 2016
- Beth Kaufman Discusses Tax Benefits of Succession Planning for Family-Owned Businesses, Builder Magazine, March 14, 2016
- Caplin & Drysdale Creates New Version of Tax Guide to Help Employers Hire Veterans, Caplin & Drysdale, March 7, 2016
- Beth Kaufman Comments on Expanding Estate Tax Basis Consistency Mandate, Bloomberg BNA, Daily Tax Report, February 9, 2016
- Caplin & Drysdale Attorneys Comment on Chan Zuckerberg Initiative, Tax Notes, December 11, 2015
- WSJ Quotes Beth Kaufman on Mark Zuckerberg's Philanthropic Goals, WSJ, December 4, 2015
- Washingtonian Names Caplin & Drysdale Attorneys Among Washington's Top Lawyers, November 19, 2015
- CNBC Speaks to Beth Kaufman on Widely Ignored Estate Tax Requirement, CNBC, November 4, 2015
- Caplin & Drysdale Lawyers Listed Among World's Leading Women in Business Law, Expert Guides, July 28, 2015
- Beth Kaufman Speaks to The Wall Street Journal on Mikel Estate Tax Case, The Wall Street Journal, May 22, 2015
- Clients and Peers Distinguish Caplin & Drysdale in Chambers' Rankings, Chambers USA, May 19, 2015
- Daily Tax Report Quotes Beth Kaufman on Carryover Basis Rules, Daily Tax Report, May 8, 2015
- Super Lawyers Lists Caplin & Drysdale Lawyers, Caplin & Drysdale, April 23, 2015
- Caplin & Drysdale Renovation Earns LEED Silver Rating, Caplin & Drysdale, February 17, 2015
- POLITICO Quotes Beth Kaufman on Next White House Battle: Inheritance Taxes, POLITICO Pro, January 30, 2015
- Caplin & Drysdale Names Beth Kaufman President, Caplin & Drysdale, January 26, 2015
- Beth Kaufman Comments on Potential for Repeal of the Estate Tax, Bloomberg BNA, January 23, 2015
- Beth Kaufman Comments on 6 Life Events That Change Your Taxes, U.S. News & World Report, January 20, 2015
- The Wall Street Journal Quotes Beth Kaufman: Obama Takes Aim at 'Step Up' Tax Break on Inherited Assets, The Wall Street Journal, January 20, 2015
- Beth Kaufman and Anne O'Brien Named Top Estate Attorneys in Washingtonian Magazine, The Washingtonian Magazine, October 30, 2014
- Caplin & Drysdale Recognized for Tax Credit Guide for Employers Who Hire Veterans, October 28, 2014
- Fortune Lists Caplin & Drysdale Lawyers Among Leaders in the Law, Fortune Magazine, October 6, 2014
- The Wall Street Journal Quotes Beth Kaufman on Tax-Smart Philanthropy Made Easy, The Wall Street Journal, August 22, 2014
- Caplin & Drysdale Lawyers Earn Best Lawyers Ranking, August 21, 2014
- Guide to World's Leading Women in Business Law Lists Caplin & Drysdale Lawyers, Expert Guides, July 29, 2014
- Clients and Peers Recommend Caplin & Drysdale in 2014 Legal 500 Ranking, The Legal 500, July 1, 2014
- Women in Business Law Honor Beth Kaufman as a Leading Practitioner in Estate Planning, Women in Business Law, June 9, 2014
- Caplin & Drysdale Earns Top Honors in 2014 Chambers USA, Chambers USA, May 28, 2014
- The Washington Post Lists Caplin & Drysdale Attorneys Among the Top Attorneys in D.C., The Washington Post, April 30, 2014
- Bloomberg Quotes Beth Kaufman on Proposed Estate and Gift Tax Changes, Bloomberg BNA's Daily Tax Report, March 5, 2014
- Washingtonian Recognizes Caplin & Drysdale Attorneys Among Washington's Best Lawyers, Washingtonian Magazine, December 3, 2013
- Daily Tax Report Quotes Beth Kaufman on GST Exemption, Bloomberg BNA's Daily Tax Report, December 2, 2013
- Caplin & Drysdale Lawyers Listed in World's Leading Women in Business Law, Expert Guides, November 8, 2013
- The Wall Street Journal Quotes Beth Kaufman on States with Highest Death Taxes, The Wall Street Journal, October 25, 2013
- 19 Caplin & Drysdale Attorneys Achieve Best Lawyers in America Ranking, U.S. News & World Report, October 21, 2013
- WSJ Quotes Beth Kaufman on Planning for Higher Tax Rates on Top Earners, The Wall Street Journal, September 6, 2013
- Beth Kaufman Comments on Obama FY 2014 Estate Tax Proposals, Bloomberg BNA Daily Tax Report, July 15, 2013
- Beth Kaufman Comments on DOMA Ruling and Extension of Benefits to Gay Married Couples, Bloomberg BNA Daily Tax Report, June 27, 2013
- Tax Notes Quotes Beth Kaufman on the Estate Planning Implications of the DOMA Ruling, Tax Notes, June 27, 2013
- Beth Kaufman Comments on Ex-Pistons Owner's $2 Billion Tax Dispute, Detroit Free Press, June 21, 2013
- 14 Caplin & Drysdale Attorneys Recognized in Chambers USA 2013, Chambers USA, May 29, 2013
- Wealthy Americans Target of New IRS Initiative, Caplin & Drysdale, May 7, 2013
- Super Lawyers Lists Nineteen Caplin & Drysdale Attorneys, Super Lawyers, April 29, 2013
- Beth Kaufman Comments on Future of Estate Tax with Daily Tax Report, Daily Tax Report, March 28, 2013
- Beth Kaufman Quoted by The Fiscal Times on Little Known Tax Breaks, The Fiscal Times, February 1, 2013
- Beth Kaufman Quoted in The Wall Street Journal, The Gift That Keeps Giving, The Wall Street Journal, August 17, 2012
- Chambers and Legal 500 Recognize Caplin & Drysdale in 2012 Top Rankings, Chambers USA / The Legal 500, June 12, 2012
- Beth Kaufman Quoted in The Wall Street Journal, Invasion of the Charity Snatchers, The Wall Street Journal, June 8, 2012
- Beth Kaufman Quoted in Tax Analysts, New Obama Budget Proposal Targets Popular Estate Planning Technique, Tax Analysts, February 15, 2012
- The Washingtonian Lists Eight Caplin & Drysdale Attorneys as Top Lawyers in Washington, Washingtonian Magazine, December 30, 2011
- Beth Kaufman Quoted in The Wall Street Journal, Good News for Gift Givers, The Wall Street Journal, November 29, 2011
- Beth Kaufman Quoted in The Wall Street Journal, IRS Clarifies Estate Rules, The Wall Street Journal, October 8, 2011
- Beth Kaufman Quoted in Reuters, How to Claim Unclaimed Money Without Getting Scammed, Reuters, October 7, 2011
- Beth Kaufman Comments on Estate Carryover Election, BNA, September 22, 2011
- The Best Lawyers in America Ranks 19 Caplin & Drysdale Attorneys as Leaders in Their Field, U.S. News & World Report, September 1, 2011
- Beth Kaufman Quoted in Dow Jones, Estate Tax Fog Settles In, Dow Jones, August 9, 2011
- Beth Shapiro Kaufman Quoted in The Fiscal Times Article, Red Flags: IRS Taking a Tougher Look at Tax Deductions, The Fiscal Times, July 22, 2011
- Chambers and Legal 500 Recognize Caplin & Drysdale in 2011 Top Rankings, Chambers USA / The Legal 500, June 16, 2011
- Scott Michel & Beth Shapiro Kaufman Comment in the Wall Street Journal, The Tax Blog, The Wall Street Journal, June 1, 2011
- Beth Shapiro Kaufman Comments in Wall Street Journal Article, IRS Scrutinizes Gifts of Real Estate, The Wall Street Journal, May 26, 2011
- Beth Kaufman Responds to Obama's Estate Plan Proposal, The Wall Street Journal, BNA Daily Tax Report, March 5, 2011
- Beth Kaufman Speaks on Recent Developments in Trusts and Estates at the 2011 Heckerling Conference, Trusts and Estates, February 3, 2011
- CNBC Interviews Beth Kaufman on the Estate Tax Repeal, CNBC, November 12, 2010
- Beth Kaufman Selected as One of the Best Estate Planning Attorneys in the Washington Area, Washingtonian Magazine, November 1, 2010
- Beth Kaufman Discusses Implications of the Estate Tax Repeal, Forbes, Dow Jones, Wisconsin Law Journal, USA Today, October 20, 2010
- Beth Kaufman States Generation-Skipping Transfer Tax Is More Troublesome in 2010 Than Estate Tax, Tax Notes, October 4, 2010
- Beth Kaufman Comments on Shielding Estates Through Prenuptial Agreements, Dow Jones, October 1, 2010
- 19 Caplin & Drysdale Attorneys Named Best Lawyers in America, U.S. News & World Report, August 4, 2010
- Beth Kaufman Applauds IRS for Granting Extensions to Make QTIP Election, Tax Analysts, July 23, 2010
- Chambers USA and Legal 500 Recognize Caplin & Drysdale in 2010 Top Rankings, Chambers USA / The Legal 500, June 15, 2010
- Beth Kaufman Comments about the Latest Developments in the Estate Tax Debate, The Wall Street Journal, April 22, 2010
- Retroactive Law Could Be Estate Tax Remedy, CQ Today Print Edition, December 10, 2009
- Beth Kaufman Comments about Judge's Appointment of Executors for Jackson Estate, Reuters, November 11, 2009
- Washingtonian Magazine Lists Six Caplin & Drysdale Attorneys as Top Lawyers in Washington, Washingtonian Magazine, November 1, 2009
- Movie Deal Could Strengthen Hold on Jackson Estate, Reuters, July 22, 2009
- When There Is a Will, Things Are More Likely to Go Your Way, Chicago Tribune, July 19, 2009
- Jackson Will Hits All the Right Notes, InvestmentNews, July 12, 2009
- All the Right Moves, The Baltimore Sun, July 12, 2009
- Caplin & Drysdale's Beth Kaufman Discusses Legal Issues of Michael Jackson's Estate, Associated Press, July 1, 2009
- VIDEO: Michael Jackson Estate Analysis by Caplin & Drysdale's Beth Kaufman, Fox 5 News, June 29, 2009
- Super Lawyers Recognizes Nine Caplin & Drysdale Attorneys in Five Practice Areas, Super Lawyers, March 27, 2009
Click here for a full list of media coverage.
Speaking Engagements
Ms. Kaufman is a frequent lecturer on topics related to estate planning and has spoken before numerous professional groups, including the University of Miami Heckerling Institute on Estate Planning, ALI-ABA, the ABA Tax and Real Property, Trust and Estate Law Sections. Below is a list of recent speaking engagements.
- Panelist, REPLAY: The Senate Went Blue, What Should Estate Planners Do?, ACTEC, February 23, 2021
- Panelist, The Senate Went Blue, What Should Estate Planners Do?, ACTEC, February 4, 2021
- Panelist, What Estate Planning Professionals Should Expect After the Inauguration, Washington, D.C. Estate Planning Council, January 21, 2021
- Panelist, Individual Taxation: Charitable Giving and Estate Planning, D.C. Bar 2021 Tax Legislative and Regulatory Update Conference, January 13, 2021
- Speaker, The Impact of the 2020 Election on Estate Planning, New Jersey ACTEC Meeting, December 1, 2020
- Speaker, The Impact of the 2020 Election on Estate Planning, ABA Section of Real Property, Trust & Estate Law, November 17, 2020
- Speaker, Recent Developments in Federal Estate and Gift Tax Law, Maryland Advance Tax Institute, November 10, 2020
- Speaker, Making Progress(ivity): Tax Proposals from the Campaign Trail, 42nd Annual Duke University Estate Planning Conference, October 7, 2020
- Speaker, Don't Undermine Your 709, Peak Trust Company, September 24, 2020
- Speaker, Settlement of Estate and Gift Tax Cases, EPC of Montgomery Country Maryland, March 12, 2020
- Taxation, Conference on Poverty and Inequality 2020, February 29, 2020
- Panelist, Charitable Giving and Estate Planning, 2020 Tax Legislative and Regulatory Update Conference and Reception, January 23, 2020
- Panelist, Capital and Wealth Taxation, National Tax Association, 112th Annual Conference on Taxation, November 21, 2019
- Panelist, Estate Planning/Recent Tax Developments, Maryland Advanced Tax Institute, November 12, 2019
- Speaker, Estate Planning: Value(s) Added, MSBA Estate & Trust Law Section Study Group, October 17, 2019
- Panelist, Taxing Wealth, Tax Policy Center, September 24, 2019
- Panelist, The Taxman Cometh: Settling Tax Controversies and Using Taxes to Settle Other Disputes, ACTEC Mid-Atlantic Regional Meeting, September 15, 2019
- Panelist, Confronting the Challenges of Tax Reform, AiP Conference on Philanthropy 2019: Responsive Philanthropy, May 23, 2019
- Speaker, Value(s) Added, Estate Planners Day, Queens University of Charlotte, May 16, 2019
- Faculty, Program 5: Generation-Skipping Transfer Tax, Florida Fellows Institute of the American College of Trust and Estate Counsel, April 11, 2019
- Speaker, Recent Federal Tax Developments for Estate Planners, The Maryland Association of CPAs 2018 Advanced Tax Institute Conference, November 13, 2018
- Speaker, Late Elections Under Section 9100: How Does the IRS Spell Relief?, 55th Annual NAEPC Advanced Estate Planning Strategies Conference, November 8, 2018
- Moderator, Washington Insiders: How the Sausage is Made, ACTEC 2018 Fall Meeting, October 26, 2018
- Speaker, Estate Planning Recent Developments: Planning Ideas to Die For (Preferably Before 2026), 40th Annual Duke University Estate Planning Conference, October 11, 2018
- Speaker, Estate Planning Recent Developments: The Good, the Bad, and the Ugly, 40th Annual Duke University Estate Planning Conference, October 11, 2018
- Speaker, Advising Clients After the 2017 Tax Act: Estate Planning Ideas to Die For, ALI CLE Estate Planning in Depth 2018 Conference, June 25, 2018
- Speaker, Hot Tax Topics, Texas Bar 24th Annual Course: Advanced Estate Planning Strategies, April 12, 2018
- Speaker, 9100 Relief - Jumping Through the Hoops When You Learn You Have an "Oops!", The American College of Trust and Estate Counsel Annual Meeting, March 9, 2018
- Presenter, Estate Planning Under H.R. 1, the Tax Cuts and Jobs Act, STEP Mid Atlantic, January 31, 2018
- Speaker, Confronting the Challenges of Tax Reform: What Happened to the Certainty of Death and Taxes?, The American College of Trust and Estate Counsel, January 11, 2018
- Panelist, Estate Planning Issues, 2017 Advanced Tax Institute (ATI), November 14, 2017
- Speaker, Advanced Topics in Generation-Skipping Transfer Tax, 52nd Annual Southern Federal Tax Institute, October 27, 2017
- Speaker, Internal Affairs: Ethical Challenges in a Trusts and Estates Practice, 39th Annual Duke University Estate Planning Conference, October 13, 2017
- Speaker, Advanced GST Issues, Bloomberg BNA/Buchanan Ingersoll & Rooney, May 3, 2017
- Speaker, Recent Developments in Federal Estate and Gift Tax, Estate Planning Council of Portland, INC., January 20, 2017
- Speaker, Recent Developments in Federal Estate and Gift Tax, The Maryland Association of CPAs, November 15, 2016
- Speaker, "Changes" - Recent Developments in Federal Case Law, Regulations, and Delaware Trust Law, Delaware Bankers Association and the Delaware Financial Education Alliance, October 25, 2016
- Speaker, Internal Affairs: Practical and Ethical Challenges in a Trusts and Estates Practice, American College of Trust and Estate Counsel's Mid-Atlantic Meeting, October 22, 2016
- Speaker, Part 2 of 8 Estate Planning Tax Series: Common GST Problems: How to Avoid Them and How to Fix Them, District of Columbia Bar Association, October 18, 2016
- Strategies for Charitable Giving Lunch, American Jewish Committee, October 6, 2016
- Speaker, Common GST Problems: How to Avoid Them and How to Fix Them, Denver Estate Planning Council Meeting, September 29, 2016
- Speaker, Professional Program: Common GST Reporting Problems, ACTEC, September 18, 2016
- Faculty, 100th Anniversary of the Federal Estate Tax, American Law Institute, Current Issues in Estate Planning, May 11, 2016
- Speaker, Estate Planning Ideas for 2016, Investment Management Consultants Association, February 1, 2016
- Panelist, Recent Developments In Federal Case Law, Legislation, and Regulations, Maryland State Bar Association, November 3, 2015
- Panelist, Recent Developments: Questions and Answers, Delaware Bankers Association Financial Education Alliance, 10th Annual Delaware Trust Conference, October 26, 2015
- Speaker, Recent Developments in Federal Case Law, Regulations, and Delaware Trust Law, Delaware Bankers Association Financial Education Alliance, 10th Annual Delaware Trust Conference, October 26, 2015
- Panelist, The Future of Estate Planning: Planning In A Digital Age, B'nai B'rith Foundation, October 21, 2015
- Speaker, A Look Inside the National Office, Baker Tilly, Trust and Estate Conference, June 24, 2015
- Speaker, Hot Topics, ACTEC 2015 Annual Meeting, March 8, 2015
- Keynote Speaker, A Washington Update on Legislation and Regulations, Pennsylvania Bar Institute, 21st Annual Estate Law Institute, November 20, 2014
- Panelist, Creative Estate Planning Strategies for Using Lifetime QTIPS, American Law Institute (ALI) CLE, October 22, 2014
- Speaker, D.C. Tax Update, Washington, D.C., Estate Planning Council, Breakfast Roundtable, October 21, 2014
- Speaker, And Now a Word From Our Sponsor: QTIPS, The American College of Trust and Estate Counsel (ACTEC), Mid-Atlantic Fall Meeting, September 14, 2014
- Speaker, Tax Policy for Estate Planners: A View from Washington, D.C.", San Francisco Estate Planning Council, March 19, 2014
- Speaker, Allocation of Indexed GST Exemption, American Bar Association, November 21, 2013
- Speaker, Recent Developments in Estate and Gift Tax, Maryland Association of CPAs, November 19, 2013
- Speaker, Washington Regulatory and Legislative Update, American College of Trust and Estate Counsel's Mid-Atlantic Meeting, October 4, 2013
- Speaker, Care and Feeding of 2012 Estate Plans, American Bar Association, May 3, 2013
- Speaker, Estate Planning After the American Taxpayer Relief Act : Tools for 2013, National Constitution Center, April 11, 2013
- Speaker, Trust & Estate Practice: Planning Ahead, Attorneys' Liability Assurance Society, Inc., April 4, 2013
- Speaker, 2013 Estate Planning Update, Family Office Exchange, January 30, 2013
- Speaker, Estate Planning After the American Taxpayer Relief Act of 2012, ALI-CLE, January 25, 2013
- Speaker, Question and Answer Panel, 47th Annual Heckerling Institute on Estate Planning, January 16, 2013
- Speaker, Recent Developments 2012, 47th Annual Heckerling Institute on Estate Planning, January 14, 2013
- Speaker, Hurry Up or Wait? Year-End and 2013 Estate Planning Ideas, American College of Trust and Estate Counsel (ACTEC), December 13, 2012
- Presenter, Planning in the Year of the Dragon: How Long Can This Drag On, The Associated: Jewish Community Federation of Baltimore, Planned Giving Roundtable, December 12, 2012
- Panelist, Recent Estate Planning Developments, District of Columbia Bar Association, November 20, 2012
- Speaker, Dealing with the Continued Uncertainty of the Tax Law, American College of Trust and Estate Counsel (ACTEC), October 19, 2012
- Speaker, Washington Outlook – Planning for Uncertainty, 2012 Delaware Trust Conference, October 2, 2012
- Speaker, Estate & Gift Taxes: Planning for Uncertainty in the Year of the Dragon, Society of Trust and Estate Practitioners (STEP), September 27, 2012
- Speaker, Our Uncertain Future: Washington Tax Update and Planning Implications, 17th Annual Solomon & Sylvia Bronstein Seminar for Professionals, September 6, 2012
- Speaker, Estate and Tax Planning for Wealthy Widows and Widowers, Winter Educational Symposium, Financial Planning Association National Capital Area: Wealth Management for Affluent Seniors, January 27, 2012
- Speaker, GST Tax: Pitfalls, Pratfalls and Practical Pointers, Heckerling Institute on Estate Planning, January 12, 2012
- Speaker, Gift Tax Audits: A Tale of Two Initiatives, Heckerling Institute on Estate Planning, January 11, 2012
- Speaker, Estate Planning 101, AICPA National Tax Conference, American Institute of CPAs, November 7, 2011
- Speaker, Tax Reporting for 2010 Decedents, District of Columbia Bar Association, September 21, 2011
- Speaker, Using Federal and State Estate Tax Exemptions in 2011-2012: 15 Months and Counting, Estate Planning Council, September 20, 2011
- Speaker, Nuts and Bolts Philanthropic Planning, Philanthropic Planning Group of Greater New York, May 26, 2011
- Speaker, Estate Planning, National Tax Association and the American Tax Policy Institute, May 19, 2011
- Panelist, Income and Transfer Tax Planning Group (Part 1): You Can't Always Get What You Want, American Bar Association, 22nd Annual Spring Symposia, April 28, 2011
- Panelist, 2010 Tax Act Impact on Estate Planning: Successfully Navigating Uncharted Waters, ALI-ABA and American College of Trust and Estate Counsel (ACTEC), January 28, 2011
- Speaker, 2010 Tax Act Impact on Estate Planning: Successfully Navigating Uncharted Waters, DC Estate Planning Council, January 25, 2011
- Speaker, Recent Developments in Estate Planning, Heckerling Institute on Estate Planning, January 10, 2011
- Panelist, The New Estate Tax Regime: Making Sense out of Chaos, ALI-ABA and American College of Trust and Estate Counsel (ACTEC), December 22, 2010
- Speaker, Hot Topics: This Time a Study in Certainties, American College of Trust and Estate Counsel (ACTEC), October 15, 2010
- Speaker, 2010 Estate Planning Opportunities, District of Columbia Bar Association, September 29, 2010
- Panelist, Estate Tax Legislative Update, American Bar Association, May 6, 2010
- Speaker, Upcoming Estate Tax Legislation: What You Need to Know in 2010, The Knowledge Congress, February 22, 2010
- Speaker, Tax Planning Proposals for a New Era, District of Columbia Bar Association, January 14, 2010
- Panelist, Planned Giving Roundtable, Jewish Community Federation of Baltimore, Inc., December 8, 2009
- Speaker, Failure to Allocate GST Exemption: How Does the IRS Spell Relief?, 31st Annual Duke University Estate Planning Conference - Duke University School of Law, October 15, 2009
Click here for a full list of speaking engagements.
Recent Publications
- "2021 Ushers in Decreased D.C. Estate Tax Exemption, Potential Additional Probate and Estate Tax Legislation,"
with Anne J. O'Brien, Megan E. Wernke, and Sarah J. Racicot, Caplin & Drysdale Client Alert, January 5, 2021
- "GST Exemption Allocation for 2019, Better Late than Timely,"
with Megan E. Wernke, Steve Leimberg's Estate Planning Email Newsletter, May 20, 2020
- "Timely Estate Planning Techniques, Including "May Day" GRATs,"
with Anne J. O'Brien, Megan E. Wernke, and Sarah J. Racicot, Caplin & Drysdale Client Alert, April 30, 2020
- ""May Day" GRATs: An Excellent Estate Planning Opportunity,"
with Anne J. O'Brien, Megan E. Wernke, and Sarah J. Racicot, Caplin & Drysdale Client Alert, April 30, 2020
- "UPDATE: Gift Tax Return Due Date Now July 15, 2020,"
with Megan E. Wernke, Sarah J. Racicot, and Anne J. O'Brien, Caplin & Drysdale Client Alert, March 27, 2020
- "Estate and Gift Tax Return Due Dates Not Postponed,"
with Megan E. Wernke, Sarah J. Racicot, and Anne J. O'Brien, Caplin & Drysdale Client Alert, March 27, 2020
- "Congress Takes the Stretch Out of IRAs (and Other Retirement Assets),"
with Anne J. O'Brien, Megan E. Wernke, and Sarah J. Racicot, Caplin & Drysdale Client Alert, January 6, 2020
- "Supreme Court Rules Against North Carolina in Kaestner On State Income Taxation of Trusts: What Does This Mean for the District of Columbia, Virginia, and Maryland?,"
with Megan E. Wernke, Caplin & Drysdale Client Alert, June 26, 2019
- "UPDATED: Year-End Charitable Giving Ideas: IRA Rollovers and "Bunching" Charitable Deductions,"
with Anne J. O'Brien, William D. Fournier, and Megan E. Wernke, Caplin & Drysdale Client Alert, November 28, 2018
- "2018 Ushers In New Estate Planning Opportunities and Pitfalls,"
with Anne J. O'Brien and Megan E. Wernke, Caplin & Drysdale Client Alert, January 18, 2018
- "Tax Reform May Make Payment of Nonbusiness Tax Advice Fees Non-Deductible,"
with James E. Salles and Amanda M. Leon, Caplin & Drysdale Client Alert, December 12, 2017
- "Beth Shapiro Kaufman Comments on Extension of Time to Make Portability Election: Additional Remedies,"
Courtesy: Leimberg Information Services, Inc. (LISI) at LeimbergServices.com, April 18, 2017
- "Possible Repeal of the Estate Tax in 2017,"
with Anne J. O'Brien, Megan E. Wernke, and William D. Fournier, Caplin & Drysdale Client Alert, December 5, 2016
- "Tax Plans Compared (December 2016) Individual Income Tax,"
with Jonathan S. Brenner and Anne J. O'Brien, Caplin & Drysdale Client Alert, December 5, 2016
- "On the Centennial Anniversary of the Estate Tax,"
Estate Planning Magazine, September 23, 2016
- "Wealth Inequality, Tax Policy, and the 2016 Elections,"
Estate Planning, June 1, 2016
- "2016 Federal Tax Benefits for Hiring Qualified Veterans, National Guard Members and Reservists" (Book),
with Elizabeth J. Stevens, Caplin & Drysdale, Chartered, March 1, 2016
- "2016 Tax Planning Ideas for People 50+,"
Next Avenue, February 26, 2016
- "Allocating Generation-Skipping Transfer Tax Exemption,"
with Megan E. Wernke, California Trusts and Estates Quarterly, December 30, 2015
- "2016 Federal and State Estate Gift Tax Exemptions for D.C., Maryland, and Virginia,"
with Anne J. O'Brien, Megan E. Wernke, and William D. Fournier, Caplin & Drysdale Client Alert, December 28, 2015
- "Charitable IRA Rollovers Made Permanent In Recent Extenders Bill,"
with William D. Fournier, Caplin & Drysdale Client Alert, December 21, 2015
- "Steps Foreign Persons Can Take to Avoid Unnecessary U.S. Estate Tax,"
with Kirsten Burmester and Dianne C. Mehany, Caplin & Drysdale Client Alert, November 9, 2015
- "Maryland Taxpayers Win Income Tax Case in Supreme Court,"
with William D. Fournier, Caplin & Drysdale Client Alert, May 20, 2015
- "Inherited IRAs in the Crosshairs,"
Estate Planning Magazine, December 30, 2014
- "Visions of Tax Reform Without Estate Tax Changes,"
Estate Planning Magazine, June 2, 2014
- "Maryland Estate Tax Exemption Set to Rise,"
with William D. Fournier, Anne J. O'Brien, and Megan E. Wernke, Caplin & Drysdale Client Alert, May 16, 2014
- "2014 Estate Planning: Should I Take Advantage of Portability?,"
with Anne J. O'Brien, Caplin & Drysdale Client Alert, December 23, 2013
- "A Rant About the Implications of an IRS Scandal,"
Estate Planning Magazine, December 2, 2013
- "Allocation of Indexed GST Exemption,"
Courtesy: Leimberg Information Services, Inc. (LISI) at LeimbergServices.com, September 11, 2013
- "D.C. Repeals Tax on Municipal Bond Interest Income for Individuals,"
Caplin & Drysdale Client Alert, August 15, 2013
- "DOMA's Demise Opens Door for Tax Refunds for Some Same-Sex Couples,"
Caplin & Drysdale Client Alert, June 26, 2013
- "2013 Federal Tax Benefits for Hiring Qualified Veterans, National Guard Members and Reservists" (Book),
with James E. Salles, Caplin & Drysdale, Chartered, June 3, 2013
- "Transfer Tax Certainty is Finally Here! What Now?,"
Estate Planning Magazine, June 1, 2013
- "District of Columbia Alters Treatment of Municipal Bond Interest,"
Caplin & Drysdale Client Alert, March 26, 2013
- "Demystifying the IRS Guidance Process,"
Estate Planning Magazine, February 1, 2013
- "The Impact of the Fiscal Cliff Legislation: A Brief Window for Charitable IRA Rollovers,"
Caplin & Drysdale Client Alert, January 11, 2013
- "Fiscal Cliff Averted: Tax Consequences for High-Net-Worth Individuals,"
with James E. Salles and Kirsten Burmester, Caplin & Drysdale Client Alert, January 7, 2013
- "Federal Tax Rules Should Not Be Used to Limit Trust Duration,"
Tax Notes, August 13, 2012
- "Primary Concerns: Canvassing Transfer Tax Proposals,"
Estate Planning Magazine, June 1, 2012
- "Federal Judge Grants IRS "John Doe" Summons Seeking California Gift Tax Records,"
with Scott D. Michel, Caplin & Drysdale Client Alert, December 22, 2011
- "Guidance From the IRS: The Logjam Finally Breaks,"
Estate Planning Magazine, December 1, 2011
- "The Federal Estate and Gift Tax: A Case Study in Uncertainty,"
National Tax Journal, December 1, 2011
- "Unreported Gifts of Real Property: Time for a Voluntary Disclosure?,"
with Scott D. Michel, Tax Notes, August 1, 2011
- "The Gift Tax and Contributions to Section 501(c)(4) Organizations,"
with Matthew T. Sanderson, Douglas N. Varley, and Trevor Potter, Caplin & Drysdale Client Alert, July 11, 2011
- "The Gift Tax and Contributions to Section 501(c)(4) Organizations: Less than Meets the Eye?,"
with Matthew T. Sanderson, Douglas N. Varley, and Trevor Potter, Caplin & Drysdale Client Alert, June 14, 2011
- "Finally Legislation! Congress Kicks the Can Down the Road,"
Estate Planning Magazine, May 31, 2011
- "President Obama Signs Bill on Tax Cut Extensions,"
Caplin & Drysdale Client Alert, December 17, 2010
- "Happy New Year: Out with the Old, and in with the...Older!,"
Estate Planning Magazine, December 1, 2010
- "2010: The Anatomy of a Train Wreck,"
Estate Planning Magazine, May 1, 2010
- "Estate Tax Expires - for Now,"
Washington Jewish Week, January 7, 2010
- "Budget and Health Care and Taxes. Oh My!,"
Estate Planning Magazine, December 1, 2009
- "Estate Tax Legislation in 2009: Avoiding the Train Wreck,"
Estate Planning Magazine, July 1, 2009
- "Checking in with the Guidance Department,"
Estate Planning Magazine, December 1, 2008
- "Hearing It Out,"
Estate Planning, June 1, 2008
- "Gazing Into the Crystal Ball: A Prediction of Post-Election Action,"
Estate Planning Magazine, December 1, 2007
- "Legislative Paralysis,"
June 1, 2007
- "Estate, Gift, and Generation-Skipping Taxes: The Implications of the Economic Growth and Tax Relief Reconciliation Act of 2001,"
Caplin & Drysdale, July 11, 2001
- "Income Tax Changes, Estate Tax Changes And Implications for Charitable Giving Of the Economic Growth and Tax Relief Reconciliation Act of 2001,"
Caplin & Drysdale, July 1, 2001
Click here for a full list of publications.