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Education

  • J.D., Harvard Law School, 1984, Notes Editor, Harvard Law Review
  • B.A., Pomona College, 1981, cum laude

Bar and Court Admissions

  • District of Columbia
  • Massachusetts (inactive)
  • Maryland
  • U.S. Supreme Court
  • U.S. Tax Court
  • U.S. Court of Appeals for the District of Columbia Circuit
  • U.S. Court of Federal Claims
  • District of Columbia Court of Appeals
  • Maryland Court of Appeals
  • Massachusetts Supreme Judicial Court

Other Professional Affiliations

American Bar Association (Sections of Taxation and Real Property, Probate and Trust)

Fellow, American College of Trust and Estate Counsel

Government Experience

Office of Tax Legislative Counsel, U.S. Department of Treasury, 1995-2001

Law Clerk to Chief Judge Spottswood W. Robinson, III, U.S. Court of Appeals for the District of Columbia Circuit, 1984-1985

Beth Shapiro Kaufman

Member, Washington, D.C.
(202) 862-5062
bkaufman@capdale.com | v-card | PDF
Beth Shapiro Kaufman is a member in Caplin & Drysdale's Washington, D.C. office. She 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.

Professional Activities

  • 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, Probate and Trust Sections. 
  • Speaker, "Washington Regulatory and Legislative Update", ACTEC Mid-Atlantic Meeting, October 4, 2013
  • Speaker, "Care and Feeding of 2012 Estate Plans", ABA 24th Annual Spring CLE Symposia, May 3, 2013
  • Speaker, "Trust & Estate Practice: Planning Ahead", ALAS Webcast, April 4, 2013
  • Speaker, "2013 Estate Planning Update", Family Office Exchange Webinar, January 30, 2013
  • Speaker, "Recent Developments 2012", 47th Annual Heckerling Institute on Estate Planning, January 14-18, 2013
To view a comprehensive list of Ms. Kaufman's speaking engagements, please visit here.

Awards & Rankings

  • Listed in The Best Lawyers in America from 2003-2014
  • Ranked as a Top Lawyer in the 2010-2014 editions of Chambers USA in Wealth Management  - Nationwide
  • Listed  in Super Lawyers from 2007-2014 as well as Super Lawyers' Top 50 Women Lawyers in Washington
  • Listed in 2014 by The Washington Post Among the Top Attorneys in D.C.
  • Recommended in the 2014 edition of The Legal 500
  • Listed in the 2013 Guide to the World's Leading Women in Business Law
  • Washingtonian magazine's Top Lawyers in the 2007, 2009, and 2011-2012 editions; and included in Washingtonian's listing of 160 of the area's best financial planners, wealth managers, accountants, and estate attorneys in 2010
  • Recognized as the Top Lawyer of Washington in the Trusts & Estates category by the Washington Business Journal in 2008
  • AV Rated by Martindale-Hubbell

Recent Publications

To view a comprehensive list of Ms. Kaufman's publications, please visit here.