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Alison E. Lothes

Associate

Alison E. Lothes is an associate in the Trusts & Estates Group of Sullivan & Worcester's Boston office. Ms. Lothes focuses on estate planning for high net worth individuals including estate, gift and generation-skipping transfer tax planning, will and trust preparation, estate and trust administration, and charitable giving. Before joining the firm, Ms. Lothes was an associate at Kirkland & Ellis in Chicago, Illinois.

Bar Admissions

  • Massachusetts, 2007

Publications

  • Tax Law Update (November 2011), Trusts & Estates (November 1, 2011)
  • Tax Law Update (October 2011), Trusts & Estates (October 1, 2011)
  • Tax Law Update (June 2011), Trusts and Estates (June 1, 2011)
  • "The Case for Incentive Trusts," Trusts & Estates Magazine, co-author (October 2008)
  • "RPM Trusts: Reduction of Valuation Risk," Estates, Gifts and Trusts Journal, co-author (September 2008)
  • "Tax Law Update," Trusts & Estates Magazine, co-author (various monthly, 2008-2010)
  • "Quality Not Quantity: The Costs and Benefits of Confidentiality," University of Pennsylvania Law Review (2005)

Client Advisories

Speaking Engagements

  • "Trusts & Estates Section Mid-Year Review,"  Boston Bar Association (December 9, 2011) 

Professional & Civic Activities

  • American Bar Association, Real Property and Probate Section
  • National Association of Women Lawyers
  • Boston Bar Association, Tax Law Developments Committee for the Trusts & Estates Section

Education

  • J.D., cum laude, University of Pennsylvania Law School, 2006
  • B.A., cum laude, Dartmouth College, 2001 
Practice Areas
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Seminars & Presentations