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<p class="MsoNormal">All,<o:p></o:p></p>
<p class="MsoNormal">As your new chair of the Estate and Gift Committee, I am in the process of putting together an agenda for the summer meeting in Calgary. Topics that I am thinking about for this meeting include:<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">Planning ideas for a period of rising interest rates<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">What does the Levine case say about choice of fiduciaries and agents under a durable power<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">How to sign up to get online transcripts from the IRS<o:p></o:p></li></ul>
<p class="MsoNormal">If you have any reaction to these topics or if you have expertise on these issues that you would be interested in sharing at the meeting, please email me. I would like to particularly encourage participation by our blue dots and red dots,
so if you are or know one of those people who would make a great discussion leader, I’d like to hear about that too.<o:p></o:p></p>
<p class="MsoNormal">In addition, we’ll need additional topics, so please send me your ideas for additional topics as well.<o:p></o:p></p>
<p class="MsoNormal">Finally, if I could get a volunteer to serve as Secretary for the summer meeting and taking the minutes, I would be very grateful.
<o:p></o:p></p>
<p class="MsoNormal">Best regards,<o:p></o:p></p>
<p class="MsoNormal">Beth<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="line-height:16.8pt"><b><span style="font-size:14.0pt;font-family:"Source Sans Pro",sans-serif;color:#231F20"><a href="https://www.caplindrysdale.com/professionals-bkaufman"><span style="color:#252D4D">Beth Shapiro Kaufman</span></a><o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Source Sans Pro",sans-serif;color:#231F20">Member<o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Source Sans Pro",sans-serif;color:#231F20"><a href="tel:(202)%20862-5062"><span style="color:#231F20">t. 202.862.5062</span></a></span><span style="font-family:"Source Sans Pro",sans-serif;color:#C9C9C9"> | </span><span style="font-family:"Source Sans Pro",sans-serif;color:#231F20"><a href="mailto:bkaufman@capdale.com"><span style="color:#231F20">bkaufman@capdale.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#231F20"><img border="0" width="166" height="11" style="width:1.7291in;height:.1111in" id="Picture_x0020_1" src="cid:image002.png@01D853E3.650D6D50" alt="Caplin & Drysdale"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-line-height-alt:9.0pt"><span style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:#231F20"><a href="https://www.caplindrysdale.com/"><span style="color:#44AFB6">www.caplindrysdale.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:20.0pt"><span style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:#231F20"><a href="https://www.caplindrysdale.com/contact-Washington-DC"><span style="color:#231F20">Washington, D.C.</span></a> </span><span style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:#C9C9C9">|</span><span style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:#231F20"> <a href="https://www.caplindrysdale.com/New%20York"><span style="color:#231F20">New
York</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="display:none"><o:p> </o:p></span></p>
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<p class="MsoNormal"><a href="https://www.caplindrysdale.com/professionals-bkaufman"><span style="color:#32808B;text-decoration:none"><img border="0" width="13" height="16" style="width:.1319in;height:.1666in" id="Picture_x0020_2" src="cid:image004.png@01D853E3.650D6D50"></span></a><o:p></o:p></p>
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<p class="MsoNormal"><a href="https://www.caplindrysdale.com/bkaufman@capdale.com"><span style="color:#32808B;text-decoration:none"><img border="0" width="15" height="16" style="width:.1527in;height:.1666in" id="Picture_x0020_3" src="cid:image006.png@01D853E3.650D6D50"></span></a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.linkedin.com/pub/beth-kaufman/32/143/245"><span style="color:#32808B;text-decoration:none"><img border="0" width="12" height="16" style="width:.125in;height:.1666in" id="Picture_x0020_4" src="cid:image008.png@01D853E3.650D6D50"></span></a><o:p></o:p></p>
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