Alison is an estate planning attorney who works with individuals, couples and families to craft estate plans that protect their assets and meet their personal objectives. She also assists families (both as beneficiaries and fiduciaries) in navigating the probate and estate administration process and the ongoing administration of trusts.
Alison counsels clients on how to manage and transfer personal assets in a tax-efficient manner, considering estate, gift and generation-skipping transfer taxes. With her assistance, clients can reduce their taxable estates and plan for future generations. She leverages lifetime gifts by using various methods such as funding dynasty trusts, insurance trusts, qualified personal residence trusts, grantor retained annuity trusts and other grantor trusts and family investment vehicles.
Alison also assists clients in achieving their charitable goals through funding or establishing charitable trusts during their lifetimes and/or planning charitable bequests at death. Further, she advises tax-exempt organizations regarding the initial process of obtaining tax-exempt status and navigating the complex IRS regulations governing charities.
Alison’s friendly and approachable demeanor helps clients feel at ease when discussing their long-term goals. Clients depend on her proactive, thorough and responsive style.
Always on top of developments in her field, Alison co-authors a monthly column in Trusts & Estates Magazine, a national print and online publication. She has also frequently contributed to the Boston Bar Association’s bi-annual presentations on estate tax law developments.
Prior to joining Gilmore Rees & Carlson, Alison was associated with the Chicago office of Kirkland & Ellis LLP and the Boston office of Sullivan & Worcester LLP in their estate planning departments.
Alison is based in the firm’s Wellesley office but also meets with clients in our Franklin office.
In her free time, Alison looks forward to spending time with her two young daughters in addition to skiing, running and playing tennis.