Kaufman and Canoles

Alison V. Lennarz

Of Counsel

Office: Williamsburg

T (757) 259.3830
F (888) 360.9092

avlennarz@kaufcan.com

Alison is of counsel with Kaufman & Canoles.  Her practice includes estate planning and administration, tax planning and compliance, and counseling small businesses, associations and non-profits.  Alison works regularly with clients to address international issues, including income from foreign sources and overseas assets.

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, minor trusts, and assets outside the U.S.
  • 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
  • Advised boards of directors of homeowners’ associations and condominium unit owners’ associations on matters pertaining to governance, compliance with laws and regulations, and developer issues

Recognition and honors

  • College of William & Mary School of Law; Adjunct Professor, 2004-2007
  • Passed Customs Broker License Exam, 2006

Associations

  • American Bar Association
  • Virginia Bar Association
  • Williamsburg Bar Association  
  • Windsor Forest Association; Past President of Board of Directors 
  • Big Brothers and Big Sisters of the Greater Virginia Peninsula; Past Chair of Board of Directors
  • Fishing Bay Yacht Club; Past Junior Division Commander
  • Stove Point Improvement Association; President of Board of Directors
  • Bruton Parish Church Foundation; Chair of Board of Directors
  • Hampton Roads Academy; Secretary of Board of Directors

languages

  • French

Education

  • University of Virginia; B.A., 1989
  • Université Panthéon-Assas (Paris II); 1994
  • University of Richmond School of Law; J.D., 1998

Webinars

press and publication