Practice Expertise
- Tax
- Private Wealth Advisors
- Tax-Exempt, Nonprofits and Charities
Areas of Practice
- Private Wealth Advisors
- Tax
- Tax-Exempt, Nonprofits and Charities
Profile
Allison focuses her practice on estate planning and estate and trust administration.
She has substantial experience with wealth transfer planning, including estate, gift and generation-skipping tax issues and filings, probate, business succession planning and related transactions, and philanthropic matters. She works diligently with clients to prepare estate plans specifically tailored to family, business, and charitable objectives.
Education
BA, Middlebury College, cum laude, 2009
Areas of Practice
- Private Wealth Advisors
- Tax
- Tax-Exempt, Nonprofits and Charities