OBBB Update for Estate Planners
Wed, Jan 21 @ 5pm | City Club of SF
Speaker: Beth Shapiro Kaufman, Lowenstein Sandler LLP
RSVP
RSVP by January 19, 2026 to avoid a late registration fee.
Topic
Beth Shapiro Kaufman, Partner and National Chair of Private Client Services at Lowenstein Sandler LLP, will be discussing impacts of recent tax updates. What does the OBBBA mean to estate planners? What provisions are opportunities and what are concerns? Join us in January for insights.
Agenda
- 5pm - 6pm: Networking, cocktails, and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)*
- $185 Guests (pre-registered)*
*An additional $25 fee applies if you register at the door. Please also note that non-member attendance fees are $185 per monthly meeting, effective as of January 1, 2026.
About the Speaker
Beth Shapiro Kaufman
Beth Shapiro Kaufman has decades of experience providing advice on sophisticated estate planning issues with an eye toward tax efficiency. She advises high net-worth individuals and family offices on estate, gift, and generation-skipping transfer taxes, as well as advocating on their behalf before the IRS in ruling requests, audits, and other tax controversies. Clients appreciate her deep knowledge and clear explanations.
Beth draws upon her experience serving in the U.S. Treasury Department's Office of Tax Policy— first, as Attorney Advisor, and then as Associate Tax Legislative Counsel—where she had principal responsibility for all tax policy matters affecting trusts and estates. She was the primary Treasury representative involved in legislative and regulatory developments affecting estate, gift, and generation-skipping transfer tax, as well as the income taxation of trusts and estates.
Beth is a member of the Adjunct Faculty at Georgetown University Law Center, where she teaches LLM-level classes on the Generation-Skipping Transfer Tax. She formerly clerked for Chief Judge Spottswood W. Robinson, III of the U.S. Court of Appeals, District of Columbia Circuit.
Event Attendance Details
CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
