Caplin & Drysdale, Chartered’s transactional tax has a strong reputation for working closely with the firm’s private client practice to assist individuals and families with wealth structuring and tax and estate planning issues. Jonathan Brenner in New York has long-standing experience advising domestic and overseas businesses, US citizens, expatriates, and foreign nationals on tax structuring. He leads the group alongside Washington DC-based private client specialist Anne O’Brien. DC’s Richard Skillman focuses on federal taxation, while Josiah Child in New York counts sovereign wealth funds, pension funds, and high-net-worth individuals as clients. Elizabeth Stevens in Washington DC advises partnerships, LLCs, and S-corporations. Former practice co-head Beth Kaufman left the firm in May 2023 along with Megan Wernke.

Legal 500 Editorial commentary

Practice head

The lawyer(s) leading their teams.

Jonathan Brenner, Anne O’Brien

Other key lawyers

Richard Skillman, Josiah Child, Elizabeth Stevens