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    Alison V. Lennarz

    Biography

    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.

    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 & Honors

    • Top Lawyers; CoVaBIZ Magazine, 2019-2021
    • College of William & Mary Marshall Wythe School of Law; Adjunct Professor, 2004–2007
    • Christopher Newport University Joseph W. Luter, III School of Business; Adjunct Professor, 2017
    • College of William & Mary Mason School of Business; Adjunct Professor, 2019–Present

    Associations

    • American Bar Association
    • Virginia Bar Association
    • Williamsburg Bar Association
    • Virginia Real Estate Planning Council

    Community Service

    • Williamsburg Community Foundation; Current Trustee
    • Big Brothers and Big Sisters of the Greater Virginia Peninsula; Past Chair of Board of Directors
    • Bruton Parish Church Foundation, Inc.; Past Chair of Board of Directors
    • Stove Point Improvement Association; Past President of Board of Directors
    • Fishing Bay Yacht Club; Past Junior Division Commander
    • Hampton Roads Academy; Past Chair of Board of Trustees
    • Windsor Forest Association; Past President of Board of Directors

    Education

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