Beth S. Kaufman

Beth S. Kaufman

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Washington, DC

Caplin & Drysdale, Chartered
 | One Thomas Circle NW, Suite 1100
Washington, DC 20005
Phone: 202-862-5062
Fax: 202-429-3301
Selected to Super Lawyers: 2007 - 2019
Licensed Since: 1985
Education: Harvard Law School
Practice Areas:
  • Estate Planning & Probate (70%),
  • Tax: Business (30%)
Attorney Profile

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 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 advocate a taxpayer’s position before the Internal Revenue Service. Ms. Kaufman has been particularly active in obtaining section 9100 relief for failed generation-skipping transfer tax exemption allocations.  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.  Ms. Kaufman is a frequent speaker on estate, gift, and generation skipping transfer tax issues.  

About Beth Kaufman

Admitted: 1985, Washington D.C.

Professional Webpage: http://www.capdale.com/bkaufman

Honors/Awards:

  • Chambers High Net Worth Guide, Private Wealth Law, D.C. and USA: Eastern Region, 2016-Present
  • Chambers USA, 2010-2016
  • Best Lawyers in America, Women in the Law, 2016; D.C. Trusts and Estates Lawyer of the Year, 2016 and 2018; Listed 2003-Present
  • Expert Guides' Women in Business Law, Leading Practitioner, 2014; Listed, 2013-Present
  • Northern Virginia Magazine, Top Lawyer, 2016
  • Super Lawyers, Washington, D.C., 2007-Present
  • The Legal 500, Recommended, 2014, 2015
  • Fortune Magazine, Women Leaders in the Law, 2014
  • The Washingtonian, Top Money Advisers, 2014; Top Wealth Advisers, 2016; Top Lawyers, 2007-Present
  • The Washington Post, Among the Top Attorneys in D.C., 2014
  • Martindale-Hubbell® AV® Preeminent™

Scholarly Lectures/Writings:

  • Please click HERE to view full list.
  • "UPDATED: Year-End Charitable Giving Ideas: IRA Rollovers and "Bunching" Charitable Deductions", with Anne J. O'Brien, William D. Fournier, Megan E. Wernke, and Alison F. Egan, Caplin & Drysdale Client Alert, November 28, 2018
  • 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
  • "2018 Ushers In New Estate Planning Opportunities and Pitfalls", with Anne J. O'Brien, Megan E. Wernke, and Alison F. Egan, Caplin & Drysdale Client Alert, January 18, 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
  • "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
  • 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
  • "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
  • Speaker, Recent Developments in Federal Estate and Gift Tax, Estate Planning Council of Portland, INC., January 20, 2017

Educational Background:

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

Industry Groups

  • ABA (Sections Of Taxations And Real Property
  • Trust And Estate Law) And American College Of Trust And Estate Counsel
Office Location for Beth S. Kaufman

One Thomas Circle NW
Suite 1100
Washington, DC 20005

Beth S. Kaufman:

Last Updated: 2/11/2019

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