Alison is a partner in the Private Client and Estate Planning practice groups. She focuses her practice in the areas of:
- Estate planning
- Estate and trust administration
- Guardianships and conservatorships
Alison advises clients on estate, gift, and generation-skipping transfer taxes, charitable planning, asset-protection planning, and disability planning. She is a trusted adviser to clients in estate and trust court proceedings as well, including will contest litigation and tax controversies.
Alison also works with a variety of tax-exempt corporations and charitable trusts, helping organizations obtain and keep tax-exempt status, and advising on governance, structure, and compliance with federal and state tax law.
The Best Lawyers in America,
Trust and Estates
Honoree, Minnesota Super Lawyers
Honoree, Rising Star,
Minnesota Super Lawyers
- William Mitchell College of Law (2000)
magna cum laude
- University of Wisconsin
B.A., Dean's List
- State - Minnesota
- State - Wisconsin
- Federal - District of Minnesota
- Represents clients in formulating estate plans by drafting Wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and antenuptial agreements.
- Represents Wisconsin residents in creating Marital Property Agreements to best take advantage of Wisconsin’s Marital Property law.
- Assists families with wealth-transfer strategies, including sales to grantor trusts, creating grantor-retained annuity trusts, generation-skipping transfer tax trusts, charitable trusts, and other estate-planning techniques.
- Aids families in estate and trust administration, representing clients in probate court and fiduciary litigation.
- Represents corporate and individual trustees of variety of irrevocable trusts, assisting trustees in Minnesota and federal tax strategy and compliance.
- Forms new private family foundations and public charities and counsels tax-exempt organizations on governance and administration.
- Courtroom experience includes representing:
- personal representatives fending off Will challenges;
- corporate trustees asking for court instruction and construction of trust terms;
- trustees of court-supervised charitable trusts and non-charitable trusts; and
- guardians and conservators.
Speeches and Publications
- “Taking of Access: Minnesota Supreme Court Declines to Allow Admission of Evidence of Access Due to Installation of a Median in a Takings Case−County of Anoka v. Blaine Building Corporation, 556 N.W.2d 331 (Minn. 1997)," Author, William Mitchell Law Review, April 2014.
- "Closing and Administration," Chapter 7, Minnesota CLE’s Minnesota Estate Administration Deskbook, Author, Several Years.