Alison partners with high-net-worth individuals, families, and family offices to design estate and tax planning strategies that safeguard wealth, minimize taxes, and achieve long-term personal and financial goals. Her clients include entrepreneurs, executives, private equity and hedge fund managers, real estate developers and business owners who seek her counsel on all aspects of their estate planning. Known for her creative yet practical approach, Alison helps clients solve complex tax problems while navigating delicate family dynamics and personal situations.  

Alison has deep experience in advanced estate planning techniques to reduce income, gift, estate, and generation-skipping transfer taxes. In her practice Alison utilizes trusts and other estate planning vehicles to accomplish sophisticated tax planning  - whether planning for an imminent liquidity event, such as the sale of a family business or other significant asset, or designing and implementing long-term strategies to efficiently transfer wealth to future generations consistent with her clients’ legacy goals. 

Alison regularly guides fiduciaries and beneficiaries through trust administration, estate settlements, and dispute resolution, utilizing methods to modify trusts nonjudicially, through decanting, or judicially where needed. 

Clients value Alison’s ability to listen; to hear and understand their goals and tailor solutions to their unique personal and family circumstances.