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DC-based Caplin & Drysdale is a respected firm well known among interviewees for advising wealthy clients on complex tax matters. A source describes the firm as "one of the pre-eminent tax boutiques in the country."
"They very much have a strong national reputation for tax," says a New York-based commentator, who adds that "they have many good lawyers there."
Anne O'Brien is widely regarded for her expertise in trust and estate planning matters for wealthy individuals and families. A fellow attorney states: "She is very good and you see her on the circuit quite regularly," adding that "she is well known." Another interviewee says that "she's a superstar who does exceptional work in trusts and estates,"
Beth Shapiro Kaufman is a renowned expert in complex trust and estate tax matters, including disputes with the IRS. "She has a national reputation and good links with industry and the government," explains a commentator, who adds that "she will be known beyond DC for her expertise."