Beth Shapiro Kaufman

For individuals and families in Washington, D.C., navigating the intricate landscape of estate planning and sophisticated tax matters requires not just legal counsel, but a level of expertise that stands apart. Beth Shapiro Kaufman, a distinguished Partner and the National Chair of Private Client Services at Lowenstein Sandler LLP, offers precisely this elite level of guidance. With a career spanning decades, including significant experience in the U.S. Treasury Department, Beth Shapiro Kaufman is a leading authority in estate, gift, and generation-skipping transfer taxes, as well as the income taxation of trusts and estates.

Beth Shapiro Kaufman's professional journey is marked by an unparalleled depth of experience and a commitment to understanding the complexities of federal tax law. Before joining Lowenstein Sandler, she served for over six years in the U.S. Treasury Department's Office of Tax Policy, holding principal responsibility for all tax policy matters affecting trusts and estates. This invaluable experience provided her with unique insights into the legislative and regulatory developments shaping the taxation of wealth transfers. Her work at the Treasury Department, where she was the primary representative involved in key tax acts, offers clients a distinct advantage when addressing their estate planning and tax controversy needs.

Beyond her government service, Beth Shapiro Kaufman has dedicated her private practice to assisting high net worth individuals and family offices with sophisticated estate planning, with a keen eye toward tax efficiency. She is frequently retained by counsel to advocate a taxpayer's position before the Internal Revenue Service (IRS), particularly in ruling requests, audits, and other tax controversies. Her ability to clearly explain complex legal issues and her deep knowledge of the law are frequently praised by clients and peers alike. As an Adjunct Faculty member at Georgetown University Law Center, where she teaches LL.M.-level classes on the Generation-Skipping Transfer Tax, she not only practices at the highest level but also helps shape the next generation of legal minds in this specialized field.

For those in the District of Columbia seeking unparalleled expertise in estate planning, tax efficiency, and navigating intricate wealth transfer issues, Beth Shapiro Kaufman brings a wealth of experience, a strategic perspective, and a proven track record of success. Her consistent recognition by prestigious legal directories and her leadership roles within the American College of Trust and Estate Counsel (ACTEC) further solidify her standing as a preeminent legal professional in the field.

Beth Shapiro Kaufman practices at Lowenstein Sandler LLP, whose Washington, D.C. office is centrally located and highly accessible for clients in the District and surrounding areas. The office address is:

1 Thomas Cir NW, Washington, DC 20005, USA

This address places the firm in a prominent and easily reachable part of downtown Washington, D.C., at the convergence of several major avenues. The location around Thomas Circle provides excellent connectivity via public transportation. Several Metro stations are within a comfortable walking distance, including McPherson Square (Orange, Blue, and Silver Lines) and Farragut North (Red Line). This ensures convenient access for clients commuting from various parts of D.C., as well as from Maryland and Virginia suburbs connected by the Metro system. Numerous bus routes also serve the immediate area, offering additional public transit options.

For those who prefer to drive, the location provides relatively straightforward access from major thoroughfares. While parking in downtown D.C. can sometimes be challenging, there are various public parking garages and metered street parking spaces available in the vicinity of Thomas Circle. The firm's strategic placement in a key business and legal hub underscores its commitment to providing accessible and high-caliber legal services to its sophisticated clientele.

Beth Shapiro Kaufman specializes in highly sophisticated areas of law related to wealth transfer and taxation, primarily assisting high net worth individuals, families, and family offices. Her services include:

• Estate Planning: Providing comprehensive and tax-efficient estate planning advice for wealthy individuals, including strategies for wealth preservation and transfer.
• Estate, Gift, and Generation-Skipping Transfer (GST) Taxes: Advising on complex issues related to these specialized transfer taxes, both in planning and audit contexts.
• Income Taxation of Trusts and Estates: Offering expertise on the income tax implications for trusts and estates.
• Tax Controversies: Representing taxpayers before the Internal Revenue Service (IRS) in ruling requests, audits, and other tax disputes.
• Relief for Failed GST Exemption Allocations: Particularly active in obtaining relief for situations where generation-skipping transfer tax exemption allocations were not properly made.
• Advising Other Professionals: Providing counsel to other lawyers and professionals on complex issues concerning estate, gift, and generation-skipping transfer taxes.
• Charitable Giving and Philanthropy: Advising on strategies for philanthropic endeavors as part of comprehensive estate planning.
• International Estate Planning: Assisting clients with cross-border wealth transfer issues, leveraging her firm's international capabilities where applicable.

• Distinguished Government Experience: Beth Shapiro Kaufman served as an Associate Tax Legislative Counsel in the U.S. Treasury Department's Office of Tax Policy, holding principal responsibility for all tax policy matters affecting trusts and estates, providing unparalleled insight into tax law and policy.
• National Chair of Private Client Services: Leads Lowenstein Sandler's national Private Client Services group, demonstrating significant leadership and expertise in the field.
• Consistent Top Rankings: Recognized by prestigious publications like The Best Lawyers in America (since 2003) in Trusts and Estates, and named "Lawyer of the Year" multiple times (2016, 2018, 2024).
• Chambers High Net Worth Recognition: Consistently ranked in Private Wealth Law for D.C. and USA: Eastern Region by Chambers & Partners (2016-2024).
• Washington, D.C. Super Lawyer: Consistently recognized by Super Lawyers for work in Estate & Probate (2008-2025).
• Adjunct Faculty Member: Teaches LL.M.-level classes on the Generation-Skipping Transfer Tax at Georgetown University Law Center, showcasing her expertise and commitment to legal education.
• Fellow of ACTEC: A Fellow of the American College of Trust and Estate Counsel (ACTEC), where she chairs the Estate and Gift Tax Committee and has chaired other significant committees.
• Highly Respected by Peers: Known as "trusts and estates royalty" by peers for her fundamental contributions to rules on generation-skipping wealth transfers.
• Admitted in Multiple Jurisdictions: Admitted to practice in the District of Columbia, Maryland, New York, Virginia, the U.S. Supreme Court, and the U.S. Tax Court.

As a highly specialized and top-tier attorney focusing on complex estate planning and tax matters for high net worth individuals, Beth Shapiro Kaufman, through Lowenstein Sandler LLP, does not engage in promotional offers or discounted services in the traditional consumer sense. The value she provides stems from her extensive expertise, decades of experience, and sophisticated understanding of federal tax law and wealth transfer strategies.

Clients seeking her unparalleled counsel are typically looking for the highest level of strategic advice to manage complex assets, minimize tax liabilities, and ensure the efficient transfer of wealth across generations. For those considering her services, the best approach is to directly contact Lowenstein Sandler's D.C. office to discuss your specific needs. They are committed to transparent discussions regarding their legal approach, the scope of work, and fee structures during initial consultations. The firm's focus is on delivering exceptional, tailored legal solutions that provide significant long-term value to their clients.

To connect with Beth Shapiro Kaufman at Lowenstein Sandler LLP and explore how her expertise can benefit your estate planning and tax needs, please use the following contact details:

• Address: 1 Thomas Cir NW, Washington, DC 20005, USA
• Phone: (202) 862-5062
• Mobile Phone: +1 202-862-5062

We encourage you to reach out to schedule a consultation and experience the benefit of her highly regarded legal counsel.

For residents of the District of Columbia, particularly high net worth individuals, families, and family offices, Beth Shapiro Kaufman offers an exceptionally suitable and indispensable legal resource. Her practice at Lowenstein Sandler LLP is perfectly positioned in downtown D.C. at 1 Thomas Cir NW, providing easy accessibility via the Metro system and major city thoroughfares. This convenience ensures that busy local clients can easily access her top-tier legal advice without significant logistical hurdles.

What truly makes Beth Shapiro Kaufman an ideal choice for locals is her unparalleled expertise in the highly specialized and often intricate fields of estate planning and federal tax law, specifically regarding estate, gift, and generation-skipping transfer taxes. In a city like Washington, D.C., where high-net-worth individuals and complex financial situations are common, having an attorney with her background – including significant experience directly within the U.S. Treasury Department's Office of Tax Policy – is a tremendous asset. She doesn't just understand the law; she has helped shape it.

Her consistent recognition as a "Lawyer of the Year" and a "Super Lawyer," coupled with her role as the National Chair of Private Client Services, signifies that D.C. locals have access to one of the nation's foremost authorities on wealth transfer and taxation. Whether it’s navigating complex IRS audits, structuring multi-generational wealth transfers, or simply ensuring tax-efficient estate planning, Beth Shapiro Kaufman provides a level of sophisticated guidance that is rarely matched. For those in D.C. looking for highly strategic, deeply knowledgeable, and consistently recognized legal counsel in these critical areas, Beth Shapiro Kaufman stands as the definitive choice.