Mr. Kaufman has nearly twenty years experience in providing client services in the areas of estate planning and estate and trust administration.  His expertise covers the full range of traditional trusts and estates matters to sophisticated tax analysis and planning, structured management arrangements for families and family businesses, and fiduciary and tax controversies.

Prior to joining Levendis Law Group, Mr. Kaufman trained and developed his career at prominent Washington, DC area firms, including as supervisor or head of department in the trusts and estates area.

Mr. Kaufman is a life-long resident of Montgomery County, Maryland.

Specialties

• Estate Planning
• Estate and Trust Administration (i.e., probate/trusts)
• Tax Controversies Involving the IRS or Local Tax Authorities
• Fiduciary Litigation (i.e., representation of either fiduciaries or beneficiaries in contested matters involving estates, trusts or charitable entities)
• Representation of Owners of Closely-Held Businesses, including Business Succession Planning
• Asset Protection Planning
• Charitable Giving
• Representation of Tax Exempt Entities

Professional Affiliations

• American Bar Association, Section on Real Property, Probate and Trust Law
• Maryland State Bar Association, Estates and Trusts Section
• District of Columbia Bar Association, Tax Section, Estate Planning Committee
• District of Columbia Bar Association (former officer Young Lawyers Section)
• Washington, D.C. Estate Planning Council
• Frequent Lecturer on Estate Planning and Business Succession Planning topics throughout the Greater District of Columbia Metropolitan Area