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: 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.
Part 9: Valuations
Tax Court upholds valuation of business and goodwill of key employee for estate tax purposes
Part 10: 2015 Inflation & Other Adjustments
IRS sets certain inflation-adjusted tax items for 2015.
Tax Year In Review 2014 
David A. Handler, Alison E. Lothes and their colleagues present the most interesting tax law developments of 2014
Tax Law Update: December 2014 
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month
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