David C. Anderson, A.P.C | Alexandra T. Webber, Esq. | Alison M. Timboe | Diana Felton
ALISON M. TIMBOE
LAW CLERK
at@dcalaw.net
DESCRIPTION OF PRACTICE
Alison joined our firm in May of 2006. She works with David Anderson in the areas of estate planning, trust administration, international planning and preparation of estate and gift tax returns. In her time with the firm, Alison has administered complex estates with a wide variety of issues. She has assisted in Probate Court cases and is currently supporting a client’s case in Tax Court concerning a family limited partnership. Alison has drafted and provided insight on many estate plans. Her estate plans range from basic personal planning to sophisticated transfer tax reduction strategies which include intricate trusts and business entities. Alison has prepared and filed IRS Forms 709 (Gift Tax Return) and 706 (Estate Tax Return), and is working with corporate buy-sell agreements and the accompanying tax consequences. Alison coordinates with our client’s certified public accountants, appraisers, and financial consultants to insure comprehensive results.
EDUCATION:
Master of Laws: University of San Diego, LL.M. Taxation, 2006
Law School: Vermont Law School, JD, 2005
Undergraduate: University of California at Santa Barbara, BA Business Economics, 1999
High School: Marina High School, 1995
INTERESTS AND EXPERIENCE:
Upon graduating from the University of California, Santa Barbara, Alison moved to New York City and worked with an asset management firm focusing on commercial real estate. After her experience in New York, Alison returned to California to work in education. After she began teaching she made a decision to attend law school. While in law school Alison accepted a summer internship with the Army JAG Corp at Fort Sam Houston in San Antonio, Texas. Although she was offered a commission with the JAG Corp., Alison decided to follow her interest in the wealth transfer system and pursue a Masters in Tax Law.
While working on her Masters at the University of San Diego, Mrs. Timboe was selected by the Chair of the State Bar of California’s Tax Section to write and present a proposal for tax legislation. In May 2006, she joined the State Bar Delegation in Washington D.C. and presented her proposal to members of the Internal Revenue Service, the Treasury, and the Senate Finance Committee.
After her presentation in Washington D.C., Alison joined the Law Office of David C. Anderson to learn the complexities of sophisticated estate planning. Here, she has implemented the skills she learned through her education and has benefited from an extensive mentoring relationship with the law firms principal attorney.
ARTICLES PUBLISHED:
1. Author: How Long Section 1031 Property Must Be Held For Its “Qualified Use” Before Converting It To A Personal Residence: Proposal To Enact Treasury Regulation. This proposal was published in the Spring 2006 Edition of The California Tax Lawyer.
PERSONAL:
Alison and her husband Branden enjoy outdoor sports and recreation, adventurous traveling, and spending time with family and friends. Since meeting in high school they have backpacked through Europe, gone skydiving, moved cross country a few times and attended law school together.
