Practice Areas - Private Client Services
- Commercial
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- International
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| University | University of Virginia, B.A., 1989 |
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| Law School | University of Richmond School of Law, J.D., 1998 |
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| Admitted | 1998, Virginia; 1999, U.S. District Court, Eastern District of Virginia; 2000, U.S. Tax Court |
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| Languages | French |
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| Born | Boston, Massachusetts, March 2, 1967 |
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| Biography | Alison is of counsel with Kaufman & Canoles. Her practice includes estate planning and administration, tax planning and compliance, as well as counseling small businesses and non-profits.
Representative Matters
· Counseled high net-worth individuals in estate and tax planning matters involving assets located outside the U.S.
· Represented individuals holding off-shore accounts and other foreign assets in compliance with U.S. disclosure requirements
· Counseled personal representatives of estates and trusts having complex administration issues, such as the partition of real estate interests shared with over 40 title-holders, special use valuations, and minor trusts
· Represented purchasers and sellers of small- and medium-sized businesses in negotiation and settlement of asset and stock acquisitions and sales
· Represented taxpayers in IRC section 1031 exchanges
· Counseled non-profit entities in formation, tax, compliance, and related matters
· Represented sellers and purchasers in commercial, residential, and undeveloped real estate transactions
Recognition and Honors
· College of William & Mary School of Law; Adjunct Professor, 2004-2007
Associations
· American Bar Association
· Virginia Bar Association
· Williamsburg Bar Association
· Peninsula Estate Planning Council
· Bruton Parish Church Foundation; Board of Directors
· Windsor Forest Association; Board of Directors, President
· Big Brothers and Big Sisters of the Greater Virginia Peninsula; Past Chair of Board of Directors
· Fishing Bay Yacht Club; Past Junior Division Commander
Webinars
· Tax Planning for Year End 2012
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| ISLN | 913881505 |
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Documents by this lawyer on Martindale.com | |
Estate Planning Considerations for Non-CitizensAlison V. Lennarz, June 3, 2013 New immigration legislation is on the near horizon, or at least it is the subject of active debate in Congress. The result of new legislation may be a welcome clarification of status for families of non-citizens residing in the U.S., and an influx of new immigrants with special skills and ability... |
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