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Caplin & Drysdale is lauded as "one of the pre-eminent tax boutiques in the country" and also has wide-ranging expertise in private wealth matters. "They're excellent; they give superior customer service and thorough tax advice," comments one source, who continues: "They're very strong advocates for their clients."
An impressed client enthuses: "I couldn’t have asked for better support. They are more than adept at explaining complicated trust and tax matters in lay terms." The client continues: "They provide suggestions and scenarios that make understanding so much easier, and are more than willing to talk with my financial and tax team members. They are always looking out for my best interests."
Alison Egan is building an impressive practice in the private wealth space. "She has an amazing technical ability and provides terrific client service," says one source. Another notes that "Alison is very resourceful" and that "she truly cares about the client."
Anne O'Brien is described as "an astonishingly talented attorney" by a local source. She regularly handles complex and high-value matters for affluent clients. "She's a superstar who does exceptional work in trusts and estates," says one commentator, whilst another remarks that "she is immensely friendly and warm with clients."
Beth Shapiro Kaufman as "the tax guru" and "brilliant on the fiddly tax issues." She regularly acts for high net worth clients and is also recognised for her her previous experience at the Department of the Treasury. One market adviser reports: "Her main strengths are her very deep knowledge and high quality of legal work coupled with a high dedication to deliver high-end results for the client." Another peer notes that "she is exceptional for generation-skipping tax issues," adding that "she is a superstar."
Megan Wernke is "really, really good at estates," according to an interviewee. An industry insider notes that "she is a hard-working lawyer who has been instrumental in bringing a series of trusts to life for a client," adding: "We got to know Megan as someone you can trust to deliver on time."