NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy

Date: Wednesday, March 17, 2027
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Beth Shapiro Kaufman, JD, AEPĀ® (Distinguished)

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Beth Shapiro Kaufman is a Partner in the Washington D.C. office of the law firm of Lowenstein Sandler LLP, practicing in the areas of estate planning, estate, gift and generation-skipping tax, and income taxation of trusts and estates.  At Lowenstein, Ms. Kaufman is the National Chair of the Private Client Services Group and the Chair of the Trusts and Estates Group, where she assists wealthy individuals with their estate planning and tax controversies. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes in both planning and audit contexts. She is frequently retained by counsel to advocate a taxpayer's position before the Internal Revenue Service, and has been particularly active in obtaining relief for failed generation-skipping transfer tax exemption allocations. 

From 1995 to 2001, Ms. Kaufman was an Associate Tax Legislative Counsel in the U.S. Treasury Department’s Office of Tax Policy.  In that capacity, she was responsible for estate, gift and generation-skipping transfer tax issues, as well as income tax issues relating to trusts and estates. 

Ms. Kaufman is a member of the Adjunct Faculty at Georgetown University Law Center, where she teaches LLM-level classes on the generation-skipping transfer tax.  She also taught generation-skipping transfer tax at the University of Miami from 2017 through 2023.  Ms. Kaufman is a Fellow of the American College of Trust and Estate Counsel. 

Ms. Kaufman received her B.A. from Pomona College and her J.D. from Harvard Law School, where she was an editor of the Harvard Law Review. She is married to a law school classmate and together they have three adult children, none of whom are lawyers.

This webinar will be hosted within Tradewing, NAEPCs online community.  When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account.  Once complete, you can RSVP as “Going.”

 

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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education.  Programs are COMPLIMENTARY. 

Webinars are offered within the Tradewing online community, which is separate from the NAEPC website.  Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.

Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit. 

Sponsorship

Webinar sponsorship is available, along with other opportunities to support the association.  Email sponsorship@naepc.org to be added to the distribution list for opportunities.

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