Overview

Allison is a strategic estate planning and tax attorney with a diverse background. She represents clients ranging from individuals to business owners and fiduciaries. Allison brings hands-on experience from multiple roles within the legal and financial services industries, including private practice, managing fiduciary relationships for an established trust company, externships with the Internal Revenue Service and the Cook County Probate Division, and work for a family office. Allison highly values the ability to translate complex estate planning and tax matters into digestible concepts to best equip clients to make informed decisions about their estate plans.

  • Experience

    • Advising individuals, fiduciaries, and entities on all aspects of income, gift, and estate tax planning.
    • Structuring, drafting, and implementing estate planning documents.
    • Planning for and preparation of income tax, gift tax, and estate tax returns.
    • Estate and trust administration, including probate practice.
  • Credentials

    Education

    • IIT Chicago-Kent College of Law, J.D., 2011
      Dean's Honor List
      CALI Awards Academic Excellence: Legal Writing, Tax Procedure
      The Commentator, Copy Editor
    • New York University, B.A., 2005, cum laude
      Dean’s List

    Bar Admissions

    • Illinois
        • U.S. Tax Court

          Professional Memberships

          • Chicago Estate Planning Council, Associate Member
          • Chicago Estate Planning Council, Networking Committee, Member
          • Young Estate Planners Discussion Group, Member
          • Chicago Bar Association, Member
        • Insights

          TITLE
          Event

          Illinois Uniform Powers of Appointment Act

          Illinois State Bar Association Continuing Legal Education

          Location:
          Chicago, Ill.
          Event

          Illinois Uniform Powers of Appointment Act

          Chicago Bar Association, Trust Law Committee

          Location:
          Chicago, Ill.
          Alert

          Tax Reform: House and Senate Have Agreement in Principle on Tax Reform

          U.S. House and Senate Republicans have reached a deal that reconciles the differences between the House and Senate tax reform plans, paving the way for a final vote next week and final passage of tax reform by Christmas.

          Speeches & Presentations

          • “Illinois Uniform Powers of Appointment Act,” Illinois State Bar Association Continuing Legal Education, Chicago, Ill. (Dec. 13, 2018)
          • “Illinois Uniform Powers of Appointment Act,” Chicago Bar Association, Trust Law Committee, Chicago, Ill. (Nov. 12, 2018)
        • Citizenship

          Civic and Charitable Memberships

          • Chicago-Kent Women in Law Mentors
          • NYU Torchbearers