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Attorneys > Alison V. Lennarz

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Alison V. Lennarz

Of Counsel

T (757) 259.3830
F (757) 259.3838
avlennarz@kaufcan.com

Alison is of counsel with Kaufman & Canoles. Her practice includes estate planning and administration, tax planning and compliance, as well as counseling small businesses and non-profits.

Practice Areas

Sub-Practice Areas

Representative Matters

  • Counseled high net-worth individuals in estate and tax planning matters involving assets located outside the U.S.
  • Represented individuals holding off-shore accounts and other foreign assets in compliance with U.S. disclosure requirements
  • Counseled personal representatives of estates and trusts having complex administration issues, such as the partition of real estate interests shared with over 40 title-holders, special use valuations, and minor trusts
  • Represented purchasers and sellers of small- and medium-sized businesses in negotiation and settlement of asset and stock acquisitions and sales
  • Represented taxpayers in IRC section 1031 exchanges
  • Counseled non-profit entities in formation, tax, compliance, and related matters
  • Represented sellers and purchasers in commercial, residential, and undeveloped real estate transactions

Recognition and honors

  • College of William & Mary School of Law; Adjunct Professor, 2004-2007

Associations

  • American Bar Association
  • Virginia Bar Association
  • Williamsburg Bar Association  
  • Peninsula Estate Planning Council
  • Bruton Parish Church Foundation; Board of Directors
  • Windsor Forest Association; Board of Directors, President
  • Big Brothers and Big Sisters of the Greater Virginia Peninsula; Past Chair of Board of Directors
  • Fishing Bay Yacht Club; Past Junior Division Commander

Education

  • University of Virginia; B.A., 1989
  • University of Richmond School of Law; J.D., 1998

Webinars

press and publication

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