Join or renew your membership today to access free CLE and learning. LEARN MORE

Estate & Trust Study Group: 2019-2020 Kick-Off Event (BETHESDA)


This product is for registration at the Bethesda Location, if you would like register for the Baltimore location please click here.

Join the MSBA Estate & Trust Law Section for the first meeting of our 2019-2020 Study Group!

Attendance at this event is free of charge.

The MSBA Estate & Trust Law Section Study Group is a forum for attorneys to discuss and review case law, professional news, issues, and updates related to estate and trust law practice. We host experts in the field to present new findings and answer your questions at every meeting. The Study Group meets on a regular basis from October to June in Baltimore and Bethesda, and is open to MSBA members as well as non-member attorneys and other professionals.  The speakers for the study groups appear in one of the two locations, and the presentations are then simulcasted/streamed to the other location.

For this event, the speaker will be in-person in the Baltimore location, and simulcasted to the Bethesda location.  If you would like to register for the Bethesda location, please register below.  If you would like to register for the Baltimore event, please click here.

In addition, this event will be live-streamed via the MSBA youtube channel.  You do NOT need to register to view the youtube version of this event.  Rather, simply use the following link to access the live-stream during the schedule time of the event:

Click here for more information about the Study Group >>

October 2019 Speaker:

Beth Shapiro Kaufman, Esq.
Caplin & Drysdale

At our first meeting of the 2019-2020 year, Beth Shapiro Kaufman, Esq. of Caplin & Drysdale will present Estate Planning: Value(s) Added.

Prior to joining Caplin & Drysdale, Ms. Kaufman spent over six years in the Treasury Department’s Office of Tax Policy. She 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 each winter, Ms. Kaufman teaches law students the ins and outs of the “Generation-Skipping Transfer Tax.”

Law Offices of Paley Rothman
4800 Hampden Ln
Bethesda, MD 20814 US
View in Google Maps
Register Now
Oct 17, 2019
11:45 am - 1:00 pm EDT
Law Offices of Paley Rothman
4800 Hampden Ln
Bethesda, MD 20814 US