INDIVIDUAL PROFILE
Beatrice Caplan

Beatrice Caplan

High Net Worth 2026

Chambers ranking badge
Chambers ranking badge

Ranked in 1 practice area

Private Wealth Law

New York

1 year ranked

About

Provided by Kirkland & Ellis LLP

High Net Worth

Practice Areas

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.

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - New York

Band 4
Band 4

Individual Editorial

Beatrice Caplan of Kirkland & Ellis regularly advises affluent individuals and families on private wealth matters.

Strengths

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.

    Private Wealth LawChambers High Net Worth
  • Beatrice Caplan is a pleasure to partner with.

    Private Wealth LawChambers High Net Worth
  • 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.

    Private Wealth LawChambers High Net Worth
  • Beatrice's methodical approach is exactly what's needed. She brings structure to complicated situations and makes sure everyone is on the same page.

    Private Wealth LawChambers High Net Worth

Ranked Individuals at Kirkland & Ellis LLP (7)

Illinois

New York

USA - Nationwide

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