Overview

Beatrice Caplan is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. She advises clients on complex gift and estate planning matters, focusing on planning with private equity and hedge fund interests, pre-IPO planning for founders, business succession planning and structuring of family offices. She has extensive experience in creating tailored solutions to meet the goals of her clients. She also has significant experience in modifying and decanting existing trusts, including to facilitate international tax planning.

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Thought Leadership

Seminars

Stafford Webinar, “Gifting Strategies: Leveraging Your Clients’ Gift Tax Exemption Now and Planning for 2026 and Beyond,” 2024

Private Equity Women Investor Network, 2024

Morgan Stanley Single Family Office Symposium, 2023

Silvercrest Asset Management Group, 2023

AITi Tiedemann Global, 2022

Credentials

Admissions & Qualifications

  • 2010New York

Education

  • Georgetown University Law CenterLL.M., Taxationwith Distinction2011

    Thomas Bradbury Chetwood, S.J. Prize

    Dean’s List

  • University College DublinB.C.L.First Class Honors2009

    Stage III Scholarship

    Bank of Ireland Finance Student Award, Stage II