Estate Tax Legislation - 2010 Is Here: What Now?
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Blanche Lark Christerson
Managing Director
Deutsche Bank Private Wealth Management
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management, where she works with clients and their advisors to help develop appropriate planning strategies. She is also the author of Tax Topics, a monthly commentary on current legislation and other tax issues. Prior to joining Bankers Trust Company (now Deutsche Bank) in 1997, she was in the estate planning department at U.S. Trust for 10 years, and had primary editorial responsibility for Practical Drafting, the estate planning publication. Ms. Christerson lectures to various planning and professional organizations nationwide, and is a frequent source for the media. She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law. Ms. Christerson is a member of the New York State Bar Association, the Bar of the City of New York and the American Bar Association, and is also the president of the Bagby Foundation for the Musical Arts.
Ronni G. Davidowitz
Chair, New York Trusts & Estates Department
Katten Muchin Rosenman LLP
Ronni G. Davidowitz, Chair of Katten Muchin Rosenman LLP's New York Trusts and Estates Practice, concentrates in trusts and estates law, with a focus in private client services. Also a fellow of the American College of Trust & Estate Counsel, Ms. Davidowitz has extensive experience in complex estate and trust administration, including estate and gift tax audits and petitions and protests for redetermination of assessed deficiencies, estate litigation, basic to sophisticated estate planning, charitable, non-profit and private foundations representation, and contested and uncontested judicial and informal fiduciary accountings.
Ms. Davidowitz has garnered many awards throughout her career, authored numerous articles, and is a frequent and sought-after lecturer. In 2007-2009, she was listed as a New York Super Lawyer, and in 2007-2010, she was included in Best Lawyers in America.
Beth Shapiro Kaufman
Member
Caplin & Drysdale
Beth Shapiro Kaufman is a member in the Washington D.C. law firm of Caplin & Drysdale, practicing in the areas of estate planning, estate, gift and generation-skipping tax, and income taxation of trusts and estates. At Caplin & Drysdale, Ms. Kaufman assists wealthy individuals with their estate planning and tax controversies. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes in both planning and audit contexts. She is frequently retained by counsel to advocate a taxpayer's position before the Internal Revenue Service, and has been particularly active in obtaining relief for failed generation-skipping transfer tax exemption allocations. From 1995 to 2001, Ms. Kaufman was an Associate Tax Legislative Counsel in the U.S. Treasury Department’s Office of Tax Policy. In that capacity, she was responsible for estate, gift and generation-skipping transfer tax issues, as well as income tax issues relating to trusts and estates. Ms. Kaufman is a Fellow of the American College of Trust and Estate Counsel. She was named the 2008 Top Washington Lawyer in Trusts and Estates by the Washington Business Journal, as well as appearing in the list of The Best Lawyers in America, Superlawyers, and Washingtonian magazine’s top lawyers. Ms. Kaufman received her B.A. from Pomona College and her J.D. from Harvard Law School, where she was an editor of the Harvard Law Review.


