Overview

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.

Beatrice has been recognized by Lawdragon as one of its “500 Leading Global Tax Lawyers.”

More

Thought Leadership

Publications

Author, “The Conundrum of the Non-GST-Exempt Trust,” WealthManagement.com, August 20, 2025

Seminars

Citi Private Bank Global Family Office Group Webcast, “The One Big Beautiful Bill Act: Navigating the impact,” 2025

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