Chambers Lists Caplin Lawyers as Leaders in Private Wealth Law
Chambers High Net Worth Guide for 2017 has distinguished lawyers from Caplin & Drysdale's Private Client Group as "Leaders in Their Field". Beth Shapiro Kaufman and Anne J. O'Brien are listed in Band 2 in the District of Columbia and the USA: Eastern Region, and colleague Michael G. Pfeifer is listed in Band 3 in both regions. The Group is ranked in Band 2 in the District of Columbia and in Band 4 nationally.
Considered one of only a handful of law firms providing both private client and expatriation legal services, Caplin & Drysdale offers U.S. and international high-net-worth clients practical and comprehensive counsel on matters involving estate planning, philanthropic planning, as well as income, gift and estate tax, and cross-border charitable planning. For wealthy clients with global assets and businesses, or those investing or moving abroad, our lawyers work with clients and their other advisors to mitigate the impact of pre- and post-immigration issues. The Group is also known for helping clients resolve disputes with the IRS regarding income, estate, and gift and generation-skipping transfer tax.
Feedback from firm clients and other advisors to the high-net-worth community showcases the Group's tailored and thoughtful approach to enhancing and preserving the domestic and global assets of their clients.
What People Are Saying (Source: Chambers HNW Guide)
Beth Shapiro Kaufman
"She is very bright and generous with her time, she is excellent in terms of tax expertise, and she has a real depth of knowledge and experience."
"She is a very talented lawyer and was always looking out for my best interest. She was very attentive and ensured I understood everything and all the implications."
"Technically outstanding" lawyer, whose "knowledge of domestic and international tax law is unparalleled."
Anne J. O'Brien
"She is a brilliant lawyer with massive analytical skills and a very methodical approach."
"She has made a strong practice even stronger," comments one source, and another enthuses: "I think the world of her, she is [a] terrific estate planner."
"Working alongside her is a great experience. She is very personable, collaborative and knowledgeable."
Michael G. Pfeifer
"He knows the tax law extremely well and he is creative in how he approaches an issue. He is very likeable and forthcoming with how he presents to clients."
"Pfeifer has a real in-depth understanding of US tax law as well as a very broad understanding of tax systems in foreign jurisdictions."
"He has plenty of institutional knowledge, and he knows how it relates to HNW estate planning and how things will be interpreted by the authorities. He is tremendously helpful and brings an extra dimension in assisting with wealth planning for clients."