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: 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.
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.
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