Alison E. Lothes, Gilmore, Rees & Carlson, P.C.
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NE500: Regular Club
MA: Waltham (WALT)
USA500: Common Interest Group
NE500 Women's CIG
Last updated: 3/15/2019
Ms. Alison E. Lothes, Attorney, Gilmore, Rees & Carlson, P.C.
NE500 Member -- NE500: Regular Club: MA: Waltham (WALT)
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Professional Information
70 Walnut Street
4th Floor
02481-2135  United States
 [ Map ]
781 431-9788 (Phone)
781 431-1957 (Fax)
  Wellesley, Franklin and Providence
  I assist clients in developing estate plans that minimize estate, gift and generation-skipping transfer taxes, while meeting their personal objectives. I have helped clients leverage lifetime gifts to reduce their taxable estates and plan for future generations in various ways, including funding dynasty trusts, insurance trusts, qualified personal residence trusts, grantor retained annuity trusts and other grantor trusts and family investment vehicles.

In addition, I guide clients through the process of estate administration; I work with beneficiaries and fiduciaries in administering trusts and decedents' estates, and advise clients in the related pre and post mortem planning.

Lastly, I have experience and enjoy advising charities on the process of obtaining tax-exempt status.
  Estate Planning
  New England
  Dartmouth College
  B.A., Biology
  University of Pennsylvania Law School
Additional Information