Private Wealth Law
New York
1 year ranked
Private Wealth Law
New York
1 year ranked
Provided by Kirkland & Ellis LLP
Beatrice Caplan is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Beatrice’s practice focuses on complex gift and estate planning matters. She has extensive experience in planning with private equity and hedge fund interests, including designing transfers for unique fund structures and advising on the estate and gift tax consequences of fund restructuring transactions such as third-party stake sales and continuation vehicles. Drawing on her background in tax practice, she has significant experience in pre-IPO planning for founders, business succession planning, and structuring of family offices. She also has considerable experience in the international arena, both inbound and outbound planning. This has involved the modification and decanting of existing trusts in coordination with local counsels to achieve the optimum tax results in both the US and the foreign jurisdiction.
Provided by Chambers
Beatrice Caplan of Kirkland & Ellis regularly advises affluent individuals and families on private wealth matters.
Provided by Chambers
Beatrice has been exceptional in her level of service, accessibility, and speed and efficiency of response to our needs. She has a strong understanding of complex legal, tax and financial issues.
Beatrice Caplan is a pleasure to partner with.
Beatrice Caplan gave exceptional service throughout the estate planning process. She provided clear, thoughtful advice and ensured all aspects of my plan were addressed with precision.
Beatrice's methodical approach is exactly what's needed. She brings structure to complicated situations and makes sure everyone is on the same page.
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