Alison F. Egan, an Associate in Caplin & Drysdale's Washington, D.C., office, assists high-net-worth individuals and their families by designing and implementing tailored strategies to preserve their wealth for future generations.
As part of her practice, Ms. Egan advises domestic and international clients on tax and estate planning, lifetime wealth transfers, and the administration of estates and trusts.
Examples of her services for clients have included:
- crafting trusts to ensure future generations’ access to wealth aligns with the interests of the client;
- designing and managing sophisticated international estate plans with sizable privately held business interests;
- overseeing all aspects of major gift transactions, including sales to intentionally defective grantor trusts and transfers to GRATs;
- researching and drafting a private letter ruling request for trustees of a large marital trust to address concerns about tax treatment of a potential distribution;
- leading the compilation of a complex estate tax return in a matter involving multiple interested and separately represented parties; and
- advising a major international corporation on its creation of a grantor trust.
Prior to joining Caplin & Drysdale, Ms. Egan led a fifteen-person team charged with collecting, analyzing, and reporting on programmatic data at Teach For America, a nonprofit whose mission is to enlist promising future leaders who commit to teach in low-income communities for two years, and to develop and mobilize this leadership force to grow and strengthen the movement for educational equity and exellence.
Ms. Egan also previously practiced trusts and estates law at an international law firm for several years.