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Education

  • J.D., Yale Law School, 2006, Managing Editor, The Yale Law Journal
  • A.B., Harvard University, 2001, summa cum laude, Phi Beta Kappa

Bar and Court Admissions

  • District of Columbia
  • New York

Alison F. Egan

Of Counsel, Washington, D.C.
(202) 862-7860
aegan@capdale.com | v-card | PDF

Alison Egan is Of Counsel in Caplin & Drysdale's Washington, D.C., office.  Ms. Egan assists high-net-worth individuals and their families by designing and implementing tailored strategies to preserve their wealth for future generations.

Services

Drawing on her experiences working in both business and the nonprofit sector, Ms. Egan is skilled at identifying critical issues, asking probing questions, and utilizing rigorous analysis to arrive at the best solutions for her clients. Ms. Egan has a high degree of comfort using quantitative analysis to produce insights into the estate, gift, generation-skipping, and income tax implications of sophisticated planning options, and she takes pride in producing straightforward and accessible communications for her clients outlining their proposed estate plans.

Examples of Ms. Egan’s 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.

Recent Speaking Engagements

  • Panelist, Welcome to International Private Client: Fundamentals of Cross-Border Estate Planning Workshop, 2019 ABA Section of Taxation May Meeting, May 11, 2019
  • Speaker, Multistate Allocation of Trust Distributable Net Income: Income Sourcing and Apportionment, Strafford Publications, February 21, 2019

Click here for a full list of speaking engagements.

Recent Publications

Click here for a full list of publications.