“She has an amazing technical ability and provides terrific client service” – Chambers High Net Worth
Alison Egan is a Member in the Private Client and International Tax practice groups.
Ms. Egan’s practice centers on assisting high-net-worth individuals and their families with tax and wealth preservation planning. She counsels her clients on the design of estate and business planning strategies that are both tax-efficient and tailored to each family’s personal values and business goals. Ms. Egan advises both domestic and international families on the use of sophisticated structures to implement multigenerational wealth transfers.
Services
Ms. Egan is skilled at identifying critical issues, asking probing questions, and utilizing rigorous analysis to arrive at the best solutions for her clients. She is very comfortable employing quantitative analysis to produce insights into the income, estate, gift, and generation-skipping tax implications of complex planning techniques. Ms. Egan’s clients appreciate her clear and straightforward communications.
Examples of Ms. Egan's services for clients have included:
- crafting trusts to ensure future generations' access to wealth reflects 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.
Highlights
Ms. Egan was Of Counsel at Caplin & Drysdale in 2020 when she was ranked as “Up and Coming” in the 2020 Chambers High Net Worth Guide. Prior to returning to the firm in 2023, she served as the Vice President, Legal at one of the largest privately-held companies in the Washington, D.C. metropolitan area.
Admissions & Education
Bar & Court Admissions
- District of Columbia
- New York
Education
J.D., Yale Law School, 2006, Managing Editor, The Yale Law Journal
A.B., Harvard University, 2001, summa cum laude, Phi Beta Kappa
Recognitions & Noteworthy
Honors & Recognitions
Chambers High Net Worth Guide, Private Wealth Law, D.C., 2020
Professional Activities & Affiliations
Professional Activities
Participant, American College of Trust and Estate Counsel (ACTEC) Mid-Atlantic Fellows Institute, 2019 – 2020
Member, D.C. Bar Estates, Trusts, and Probate Law Community
Member, D.C. Bar Taxation Community
