Alison E. Lothes

Alison
E. Lothes
Associate

 
Alison E. Lothes is an attorney at Gilmore, Rees & Carlson, P.C., located in Wellesley, Massachusetts. Ms. Lothes focuses on estate planning for high net worth individuals including estate, gift and generation-skipping transfer tax planning, will and trust preparation, estate and trust administration, and charitable giving.  Ms. Lothes previously practiced at Kirkland & Ellis LLP (Chicago, Illinois) and Sullivan & Worcester LLP (Boston, Massachusetts).

Articles
Tax Law Update: August 2015
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
IRS Considers Proposed Modification to Trust
The trustee and beneficiaries proposed to modify the trust to provide that the calculation of the unitrust amount be based on the average net value of the trust assets valued on the last business day of the three prior taxable years rather than the value of trust assets as of the last business day of just the prior taxable year.
Tax Law Update: July 2015
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
Tax Law Update: June 2015
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
Tax Law Update: April 2015
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
Tax Law Update: March 2015
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
Tax Law Update: February 2015
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
Part 1: Asset Protection
Bankruptcy Court denies trustee’s access to debtor’s spouse’s revocable trust.
Part 2: Charitable Remainder Trusts
Proposed regulation issued on determining basis in interests in tax-exempt trusts.
Part 3: Estate & Gift Tax
Tax Court memorandum holds parents made gift to sons in a non-arm’s-length merger of two family-run companies
Part 4: Estate & Trust Income Tax
Tax Court ruling upholds trustees’ activities as qualifying trust for material participation exception under IRC Section 469
Part 5: Executors
IRS confirms role of estate beneficiaries when there’s no executor.
Part 6: Incomplete Gift Non-Grantor Trusts
IRS approves incomplete gift non-grantor trust strategy.
Part 7: Marital Deduction
PLR blesses spouse’s ability to “elect against” a prenuptial agreement
Part 8: Self-Dealing
Transfer of an LLC interest to a private foundation won’t constitute self-dealing under IRC Section 4941.
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