Menu
Anne J. O'Brien
Caplin & Drysdale
Anne J. O'Brien Member

aobrien@capdale.com

P: (202) 862-5033

F: (202) 429-3301

Washington, D.C. Office

Overview

As a fellow of the American College of Trust and Estate Counsel (ACTEC) and an academician of The International Academy of Estate and Trust Law, Ms. O'Brien is among an exclusive group of lawyers uniquely qualified to help clients preserve their assets on a global scale. Her noteworthy matters include:

  • Counsel various members of a wealthy multinational family with respect to structure and ownership of assets, premarital planning, expatriation issues and general estate planning.
  • Coordinate probate proceedings for and Internal Revenue Service (IRS) audit of a large estate with significant assets held in trusts involving multiple jurisdictions in both common and civil law countries.
  • Represent a large Washington, D.C., estate in an IRS audit involving conservation easement and valuation issues in connection with closely-held business assets.
  • Prepare private letter ruling request for trustee of large marital trust to address concerns that distributions from the trust will be treated as a disposition under Section 2519 of the Internal Revenue Code.
  • Represent U.S. beneficiary's interest in Swiss estate involving Swiss succession, Lichtenstein foundation and BVI trusts.
  • Prepare comments to proposed revenue ruling on private trust companies and meeting with IRS on behalf of private bank.
  • Counsel Isle of Man trust company in matter involving appropriate characterization of trust for which it was a trustee and contribution thereto.
  • Advise large Florida estate involving closely-held business assets with underlying real property interest subject to lawsuit initiated by nephews of decedent (settled by mediation).
  • Represent numerous wealthy estate planning clients, including multinational and U.S. families owning family holding companies (family limited partnership and family limited liability companies), closely-held businesses held through tiered corporate and partnership structures and real estate assets.

The Legal 500 - The Clients Guide to Law Firms

Professional Activities

  • Member, Board of Trustees, Mills College in Oakland, California
  • Academician, The International Academy of Estate and Trust Lawyers
  • Member, American Bar Association, Section of Taxation and Section of Real Property, Trust and Estate Law
  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • State Chair, District of Columbia
  • Chair, International Estate Planning Committee
  • Chair, International Membership Committee
  • Member, DC Estate Planning Council
  • Member, Tax Management Estate, Gifts, and Trusts Advisory Board
  • Past Chair, Estates, Trusts and Probate Section, District of Columbia Bar
  • Founding Board Member, National Center for Family Philanthropy
  • Advisory Board Member, William Wendt Center for Loss and Healing

Practice Areas

Awards & Rankings

  • Chambers High Net Worth Guide, Private Wealth Law, D.C. and USA: Eastern Region, 2016-Present
  • Chambers USA, 2011-2012, 2014-2016
  • The Legal 500, Recommended, 2014, 2015, 2018
  • Best Lawyers in America, Women in the Law, Trust and Estates, 2016; Listed 2006-Present
  • Super Lawyers, Top 50 Women, 2008; Washington, D.C., 2008-Present
  • Expert Guides' World's Leading Women in Business Law, 2013-Present
  • Expert Guides' The Best of the Best, Trusts and Estates, 2014
  • Expert Guides' Trusts and Estates Practitioners, 2009
  • The Washingtonian, Top Money Advisers, 2014; Top Lawyer, 2004, 2007, 2009, 2011, 2015; Top Wealth Advisers, 2016
  • Who's Who Legal, Leading Practitioner, 2015
  • Fortune Magazine, Women Leaders in the Law, 2014
  • Legal Week, International Trusts and Private Client Elite, 2012
  • Legal Times, Leading Lawyer, 2004

Recent News

Click here for a full list of media coverage.

Recent Publications

Click here for a full list of publications.

Education

  • J.D., American University Washington College of Law, 1988, magna cum laude
  • M.B.A., The George Washington University, 1976
  • B.A., University of New Mexico, 1967

Bar and Court Admissions

  • District of Columbia
  • Maryland
View our non-mobile site Menu