Alison M. Wells

Associate

email V Card
  • Overview

    • Dynamic trusts and estates attorney, bringing fresh thinking and valuable experience to the estate planning process.

      Passionate about estate planning and committed to helping clients achieve their personal objectives, Alison Wells effortlessly navigates the intricacies of state and federal tax law to help clients accomplish their goals in an efficient manner.

      Alison assists clients through the process of estate administration, charitable giving, estate, gift and generation skipping planning, tax and asset protection planning. As a member of the business law group, she also works with companies, management, shareholders and individuals in a variety of corporate, commercial and real estate transactions.

  • Experience

      • While in law school, Alison clerked for a boutique estate planning firm in Boston’s Back Bay for two years, representing and advising clients, drafting estate plans, preparing premarital agreements and assisting with trust funding.
      • Extensively researched the impact of the Windsor decision on estate planning for non-traditional families and assisted such families from throughout the country in developing their estate plans to fit their particular state’s laws.
      • Researched the changing probate code in Massachusetts and assisted in the development of a law school class in Estate Administration that mirrored these changes in the law.
  • Admissions & Clerkships

    • New Hampshire, 2015

      Vermont, 2014

      Massachusetts, 2014

  • Publications & Presentations

      • Co-Author, Defending Your Assets From Creditors: State Protections on 529 Plans; CCH Financial and Estate Planning (January 2014)
      • Contributor, Whether to Wed: A Legal and Tax Guide for Gay and Lesbian Couples (Squillace & Associates, P.C. 2014)
  • Memberships & Activities

      • American Bar Association, 2014
      • Boston Bar Association, 2014
      • Boston Estate Planning Counsel, 2014

Dynamic trusts and estates attorney, bringing fresh thinking and valuable experience to the estate planning process.

Passionate about estate planning and committed to helping clients achieve their personal objectives, Alison Wells effortlessly navigates the intricacies of state and federal tax law to help clients accomplish their goals in an efficient manner.

Alison assists clients through the process of estate administration, charitable giving, estate, gift and generation skipping planning, tax and asset protection planning. As a member of the business law group, she also works with companies, management, shareholders and individuals in a variety of corporate, commercial and real estate transactions.

X

Before sending, please note: Information on www.drm.com is for general use and is not legal advice. The mailing of this email is not intended to create, and receipt of it does not constitute, an attorney-client relationship. Anything that you send to anyone at our Firm will not be confidential or privileged unless we have agreed to represent you. In particular, please note that Downs Rachlin Martin’s Labor & Employment Group exclusively represents employers/management in labor and employment matters. Employees seeking assistance with labor or employment issues should contact a law firm that represents employees and should not provide information about your situation to DRM.

If you send this email, you confirm that you have read, understand and agree to the terms contained herein.