Beth Kaufman and Anne O'Brien Named Best Financial Advisers in Washingtonian Magazine

The Washingtonian Magazine
Awards & Rankings

In the December issue of Washingtonian Magazine Beth Kaufman and Anne O'Brien are listed among Washington, D.C.'s Best Financial Advisers: Estate Attorneys for 2019. Ms. Kaufman assists wealthy individuals with complex issues regarding estate, gift, and generation-skipping transfer taxes, and Ms. O'Brien advises high-net-worth individuals and families in structuring their U.S. and global holdings, as well as the transfer of those holdings to family members, trusts, charitable organizations, and other entities. As members of Caplin & Drysdale's Private Client Group, both use sophisticated estate planning techniques to help clients realize their planning objectives while minimizing taxes.

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