Allison M. Whitmore

Senior Associate | Rancho Santa Fe

Allison is a senior associate in the private client and tax team.

Allison’s practice focuses on estate planning, estate and trust administration, estate and gift taxation, business succession planning and charitable giving. She works with high net worth individuals and their families to implement sophisticated wealth transfer techniques and advises clients on advanced planning to minimize income, gift, estate and generation-skipping transfer taxes.

In addition, Allison counsels fiduciaries and beneficiaries with respect to complex estate and trust administration matters.

Allison is recognized as a Best Lawyers "One to Watch" for 2022.

Admissions

Publications

Memberships

Talks

California 2020

New York 2018

Massachusetts 2010

Black Panther star’s untimely death highlights importance of estate planning,’ Wealthmanagement.com - November 18, 2020, co-author

Resilience amid the coronavirus and its economic effects in the US,’ Withers Insight - March 19, 2020, co-author

The Need to Know: Why Multiple State Drug Possession Offenses Should Not Automatically Amount to an Aggravated Felony, 36 NEW ENG. J. ON CRIM. & CIV.

Trusts and Estates Consortium, Director (2017) member (2010-present)

Boston Bar Association, co-chair of Trusts & Estates New Development Committee (2015-2017)

Boston Estate Planning Council, member of networking committee (2015-2017), subcommittee chair for membership committee (2014-2015), member of membership committee (2012-2014)

Massachusetts Continuing Legal Education

CLE - 19th Annual Estate Planning Conference – March 2018, speaker

‘Estate, Gift & Generation Skipping Transfer Tax,’ Massachusetts Continuing Legal Education - November 2017, speaker

‘Trusts & estates Mid-Year Review and Year in Review,’ Boston Bar Association – June 2015, January 2016, June 2016, January 2017, June 2017, speaker

Education


Languages


  • English

Dates


Joined

2019

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

View Office

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