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PGRT – Washington Update: A View from Inside the Beltway

November 18, 2021 @ 8:30 am 9:30 am


Beth Shapiro Kaufman, Esq.
Member, Caplin & Drysdale

United States

Join PGRT as Beth Shapiro Kaufman, Esq. reports straight from Washington on the most up-to-date developments regarding the tax legislation impacting estate planning and high net worth individuals. Along with a report on what legislation will likely become law, Ms. Kaufman will also give an update on pending regulatory projects.

Questions? Contact Jacqueline Yahr at jyahr@associated.org or 410-369-9248.

This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.

Live-captioning is available through Maryland Relay Service. Generally, 48 hours advance notice is required to set this up.

Speaker Bio

Beth Shapiro Kaufman is a Member in Caplin & Drysdale’s Washington, D.C., office. Ms. Kaufman assists wealthy individuals with their estate planning, with a focus on minimizing taxes. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes. Ms. Kaufman is member of the adjunct faculty teaching generation-skipping transfer tax at Georgetown Law School and the University of Miami Heckerling Graduate Program in Estate Planning. Prior to rejoining Caplin & Drysdale in 2001, Ms. Kaufman worked for over six years in the Treasury Department’s Office of Tax Policy, where she had principal responsibility for all tax policy matters affecting trusts and estates. Ms. Kaufman is a Fellow of the American College of Trust and Estate Counsel and currently chairs its Tax Policy Study Committee. She is a graduate of Harvard Law School, where she was Notes Editor of the Harvard Law Review, and Pomona College.  

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