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Practice Areas

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.

Awards & Rankings

  • The Washington Post, Among the Top Attorneys in D.C., 2014
  • The Legal 500, Recommended, 2014
  • Fortune Magazine, Women Leaders in the Law, 2014
  • Expert Guides' Women in Business Law, Leading Practitioner, 2014; 2013
  • Best Lawyers in America, 2003-Present
  • Super Lawyers, Washington, D.C., 2007-Present
  • Chambers USA, Wealth Management - Nationwide, 2010-Present
  • The Washingtonian, Top Lawyers, 2007, 2009, 2011, 2012
  • Martindale-Hubbell AV Preeminent

Recent News

Click here for a full list of media coverage.

Recent 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, Probate and Trust Sections.  Below is a list of recent speaking engagements.
  • 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, Naitonal 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, 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

Click here for a full list of publications.