P: (202) 862-5062
F: (202) 429-3301
Washington, D.C. Office
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.
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.
Ms. Kaufman is a member of the Adjunct Faculty for the University of Miami School of Law, Heckerling Graduate Program in Estate Planning. During a concentrated week-long module in the spring of 2017, Ms. Kaufman taught law students the ins and outs of “Generation-Skipping Transfer Tax”.
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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, Trust and Estate Law Sections. Below is a list of recent speaking engagements.
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