EPC OF MONTGOMERY COUNTY MARYLAND, INC.

This meeting will be held jointly with the Washington. D.C. Estate Planning Council

Program Description and Benefits:
President-Elect Biden has proposed sweeping changes that would raise estate and income taxes for wealthy individuals. Our panelists will examine President-Elect Biden’s gift, estate, and GST tax proposals, along with other proposals they expect to see introduced in Congress. They will discuss the possible timing of legislation, and whether it is likely to be retroactive or only prospective. Then the panelists will propose planning techniques to consider before any legislative changes are enacted, including both planning for a reduced estate and gift tax exclusion, and planning for higher income and capital gains tax rates. Panelists will also answer your questions on these topics.  

This is a 90-minute presentation.

Speaker Biographies: 
Charles D. (Skip) Fox is a partner in the Charlottesville office of McGuireWoods LLP and the former chair of the firm’s Tax and Employee Benefits Department and Private Wealth Services Industry Group. He concentrates his practice in estate planning, estate administration, trust law, and charitable organizations.  Skip has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. Mr. Fox was an Adjunct Professor at Northwestern University School of Law, where he taught from 1983 to 2005 and has been an Adjunct Professor at the University of Virginia School of Law since 2006. He speaks extensively around the country on estate planning topics and is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Mr. Fox has contributed articles to numerous publications. He is the author or co-author of seven books on estate planning topics. He is a Fellow and a former President of the American College of Trust and Estate Counsel. Mr. Fox received his A.B. from Princeton, his M.A. from Yale, and his J.D. from the University of Virginia.  

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.  

Carlyn S. McCaffrey is a partner in the law firm of McDermott Will & Emery LLP and is co-head of the private client practice in the firm's New York office. She focuses her practice on tax and estate planning.Ms. McCaffrey frequently lectures on subjects relating to tax law, trusts and estates, foreign trusts andmatrimonial law. She also writes extensively on these topics, and is the co-author of Structuring the Tax Consequences of Marriage and Divorce. Ms. McCaffrey is a fellow and a past president of the American College of Trust & Estate Counsel, a fellow of the American College of Tax Counsel, a member of the International Academy of Trust & Estate Counsel and a member of the Joint Editorial Board for Uniform Trust and Estate Act of the National Conference of Commissioners on Uniform Laws, a member of the Advisory Committee of the University of Miami's Phillip Heckerling Institute on Estate Planning, and a member of the Adjunct faculty of the University of Miami Law School. She holds an LL.B and LL.M from the New York University School of Law.

Logistics:

• Fees: No cost for active members; $25 for guests and emeritus members
• Connection and zoom registration details are included with the confirmation email and calendar function.
• ​Participant video and audio will be muted during the presentation.
• Feel free to have your favorite 5 pm beverage of choice on-hand during the presentation.

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