Alison Sundberg Telleen

Alison Sundberg Telleen maintains a sophisticated trusts and estates practice that integrates estate planning, wealth transfer strategy, estate and trust administration, and business succession planning. She works closely with clients to identify their objectives, whether planning for incapacity, liquidity or long-term legacy, and develops tailored structures to preserve wealth and effectuate its orderly transition in line with long-term family and investment objectives.  

Alison advises high net worth individuals, multigenerational families, entrepreneurs, corporate executives, fund investors and partners on the transfer of a wide array of assets, often involving illiquid or highly structured assets, including privately held and publicly traded company stock and fund interests. She has significant experience structuring and implementing advanced wealth transfer strategies utilizing revocable and irrevocable trusts—such as grantor retained annuity trusts and intentionally defective grantor trusts—as well as family limited partnerships and limited liability companies, to achieve tax efficiency while maintaining appropriate levels of control and flexibility.

Alison also represents estates, trustees and beneficiaries in all aspects of estate and trust administration and probate, including the post-death settlement of complex asset portfolios. She routinely guides clients through the legal, tax and operational complexities that arise in administering complex estate plans. 

In addition, Alison counsels clients on the use of entity structures and trust instruments to facilitate orderly ownership, governance and succession, and collaborates with clients to develop and implement sophisticated charitable giving strategies. She advises on the structuring of tax-efficient philanthropic vehicles such as private foundations, donor-advised funds and other charitable arrangements, developing integrated strategies that not only advance clients’ charitable objectives but also strengthen the long-term preservation, stewardship and intentional transfer of wealth.