Beatrice Caplan is Counsel in the Firm’s Personal Planning Practice. She advises clients on complex estate and gift planning matters, focusing on planning with private equity and hedge fund interests, pre-IPO planning for founders, family-business succession planning and structuring of family offices. She has extensive experience in creating tailored solutions to meet the preservation and transfer of wealth goals of her clients, which include leaders of the financial and technology industries, Fortune 500 CEOs, multigenerational real estate families and prominent family-owned companies. She also has experience in modifying and decanting existing trusts to better accomplish her clients’ tax and non-tax goals, including to facilitate international tax planning.
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Work Highlights
- Modification of family trusts in advance of beneficiary’s relocation to Europe
- Advice regarding restructure of one of the nation’s largest charitable split-interest trusts
- Restructure of family real estate business to facilitate estate planning transfers to the next generation
- Advice regarding timing and structure of transfers of founders’ stock
Education
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Georgetown University Law Center, 2011 LL.M.
Thomas Bradbury Chetwood, S.J. Prize; with distinction; Dean’s List
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University College Dublin, 2009 B.C.L.
First Class Honors; B.C.L. Stage 3 Scholarship; Bank of Ireland Prize; Entrance Scholar in Business & Law
Associations
- American Bar Association (Former Vice-Chair of Estate and Gift Tax Committee)
Beatrice Caplan is Counsel in the Firm’s Personal Planning Practice. She advises clients on complex estate and gift planning matters, focusing on planning with private equity and hedge fund interests, pre-IPO planning for founders, family-business succession planning and structuring of family offices. Beatrice has extensive experience in creating tailored solutions to meet the preservation and transfer of wealth goals of her clients, which include leaders of the financial and technology industries, Fortune 500 CEOs, multigenerational real estate families and prominent family-owned companies. She also has experience in modifying and decanting existing trusts to better accomplish her clients’ tax and non-tax goals, including to facilitate international tax planning.
Beatrice’s experience has included:
- Modification of family trusts in advance of beneficiary’s relocation to Europe
- Advice regarding restructure of one of the nation’s largest charitable split-interest trusts
- Restructure of family real estate business to facilitate estate planning transfers to the next generation
- Advice regarding timing and structure of transfers of founders’ stock
Beatrice received her LL.M. from Georgetown University Law Center in 2011 and her B.C.L. from University College Dublin in 2009. She is admitted to practice in New York.