Blogs | Contact Us | Join Our Mailing List | Home Private Client Attorneys Alerts & Publications News & Events Awards & Rankings RELATED PRACTICE AREA(S) Exempt Organizations International Tax Tax Controversies Tax Litigation Caplin & Drysdale is known for sophisticated tax planning strategies. The firm’s well-regarded group of trusts and estates attorneys [are] strong on complex and international planning. “Everyone I have dealt with at that firm has been top-flight. Not only on the inbound planning for clients but also in expatriation work, which is an extremely complex area of the law.” Market Commentator, Chambers HNW Our private client group counsels individuals and families on domestic and cross-border tax and estate planning issues, including the use of trusts, partnerships, corporations, foundations and wills and the application of tax treaties. We also represent domestic and international clients in disputes with the IRS regarding their income, estate, gift and generation-skipping transfer tax liabilities. We help individuals with their tax compliance issues, including pre- and post-immigration issues for international clients. We are one of the few firms with a focus on expatriation. Our attorneys draw upon their vast experience both in private practice and in government service to bring a uniquely informed perspective to our representations. View our brochure. PRACTICE AREA(S) Domestic Planning Work Domestic Controversy Work International Planning Work International Controversy Work DOMESTIC PLANNING WORK Caplin & Drysdale attorneys assist U.S. clients with their estate plans, always with an eye toward wealth preservation through tax efficiency. Representative Engagements GRAT Planning: Caplin & Drysdale attorneys set up a GRAT to which mineral interests were contributed. The primary issue was the valuation of the property interests, which had not yet been explored and were subject to litigation. Caplin & Drysdale attorneys planned the transaction, then managed the appraisal process and the presentation of the issue on the gift tax return. Satisfying Charitable Objectives: Client owned a unique collection of assets. Client came to Caplin & Drysdale wanting to establish a museum to house his unique collection of assets upon his death. The collection would require specialized care. Working with attorneys in our exempt organization's practice, we provided for the creation of a private foundation under Client's will, to be established after Client's death by his personal representative. On behalf of the foundation, Caplin & Drysdale later negotiated for an established charitable organization to take possession of the collection, with detailed specifications as to the care to be provided. The collection is now accessible by the public. The private foundation continues to operate, advancing the charitable causes that were dear to the client. PROFILED ATTORNEYS OF THE MONTH Beth Shapiro Kaufman (202) 862-5062 Anne J. O'Brien 202.862.5033 Megan E. Wernke 2028625088 © 2021 Caplin & Drysdale, Chartered | Attorney Advertising | View Mobile Version | Terms & Conditions | Privacy Policy | Sitemap | Print