Settlement of Estate and Gift Tax Cases

Date: Thursday, March 12, 2020
Time: 12:00pm - 1:30pm
Location: Kenwood Country Club | 5601 River Road, Bethesda, MD 20816
Speaker: Beth Kaufman, Esq. | Caplin & Drysdale

About the Program: 
More than 95% of estate and gift tax examinations are settled before trial. Beth Kaufman will discuss settlement of estate and gift cases at the examination, appeals, and tax court levels.Topics will include an appropriate basis for settlement, authority to settle, how to get before appeals, statutes of limitations, jurisdictional requirements in the tax court, and settlement of docketed cases.        

About the Speaker:
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 for the University of Miami Heckerling Graduate Program in Estate Planning, where she teaches generation-skipping transfer tax.  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.  She is a graduate of Harvard Law School, where she was Notes Editor of the Harvard Law Review, and Pomona College.  


  • Registration begins at 12:00 pm. Plated lunch will be served at 12:15 pm and the program begins at 12:30 p.m.
  • Guests are warmly welcome.
  • A member registration fee of $40 and guest fee of $50 applies.
  • Free parking. 

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