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Caplin & Drysdale Promotes Estate Planning Lawyer Alison Egan to Of Counsel

January 2, 2019, Caplin & Drysdale

Caplin & Drysdale announced that effective January 1, 2019, Alison Egan became Of Counsel at the firm. Ms. Egan works primarily in the firm’s Private Client and International Tax practice groups, assisting 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.

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.

Ms. Egan earned her law degree from Yale Law School, where she was Managing Editor of The Yale Law Journal, and she graduated summa cum laude, Phi Beta Kappa from Harvard University with a degree in applied mathematics.

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About Caplin & Drysdale
Having celebrated our 50th Anniversary in 2014, Caplin & Drysdale continues to be a leading provider of legal services to corporations, individuals, and nonprofits throughout the United States and around the world. We are also privileged to serve as legal advisors to accounting firms, financial institutions, law firms, and other professional services organizations.

The firm's reputation over the years has earned us the trust and respect of clients, industry peers, and government agencies. Moreover, clients rely on our broad knowledge of the law and our keen insights into their business concerns and personal interests. Our lawyers' strong tactical and problem-solving skills -- combined with substantial experience handling a variety of complex, high stakes, matters in a boutique environment -- make us one the nation's most distinctive law firms.

With offices in New York City and Washington, D.C., Caplin & Drysdale's core practice areas include:
For more information, please visit us at www.caplindrysdale.com.
Washington, DC Office:
One Thomas Circle NW
Suite 1100
Washington, DC 20005
202.862.5000
New York, NY Office:
600 Lexington Avenue
21st Floor
New York, NY 10022
212.379.6000

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Disclaimer
This communication does not provide legal advice, nor does it create an attorney-client relationship with you or any other reader. If you require legal guidance in any specific situation, you should engage a qualified lawyer for that purpose. Prior results do not guarantee a similar outcome.

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