Allison K. Pfeifle

Partner

Allison is a strategic tax and estate planning attorney with a diverse professional background. She takes pride in translating her clients’ complex planning issues into more digestible concepts, equipping them to make informed decisions about their estate plan.

Allison K. Pfeifle Portrait

Allison is a strategic tax and estate planning attorney with a diverse professional background. She takes pride in translating her clients’ complex planning issues into more digestible concepts, equipping them to make informed decisions about their estate plan. When counseling clients, Allison draws on her experience in multiple roles within the legal and financial services industries, including private practice, work for a family office, and managing complex fiduciary relationships for an established trust company.

Allison advises clients on wills and revocable trusts, lifetime gifting vehicles, estate and trust administration, and tax matters. Her clients include affluent individuals and families, family business owners, executives, trustees and executors, and private foundations.

Boards, Memberships & Certifications

Professional Memberships

  • Chicago Estate Planning Council, Member
  • Chicago Estate Planning Council, Networking Committee, Immediate Past Chair, (2021–2022 season), Co-Chair (2018-2019, 2020-2021 seasons)
  • Chicago Bar Association, Member
  • Young Estate Planners Discussion Group, Member

Civic and Charitable Memberships

  • Chicago-Kent Women in Law Mentors
  • NYU Torchbearers

Publications, Presentations & Recognitions 

Publications

  • “Death, Disability, Divorce, and Disputes: Know What Your Company’s Governing Documents Dictate in the Event of a Crisis,” Schiff Hardin Alert (Jan. 2021) 
  • “Enhanced Opportunity for GRATs as a Powerful Estate Planning Technique,” Schiff Hardin Alert (Mar. 2020)
  • “Co-Tax Reform: House and Senate Have Agreement in Principle on Tax Reform,” Schiff Hardin Alert (Dec. 2017) 

Presentations

  • “The Illinois Trust Code: Highlights for Fiduciaries,” Illinois Bankers Association, Webinar (Sep. 11, 2024)
  • “Tax Considerations for Trusts and Estates” Chicago Estate Planning Council, Webinar (Feb. 13, 2024)
  • “Income Tax Considerations for Trusts and Estates and Illinois Trust Code,” Chicago Estate Planning Council, Webinar (Feb. 8, 2023)
  • “Portability Revisited,” Duke University 44th Annual Estate Planning Conference, Conference (Oct.14, 2022)
  • “Fundamentals of Illinois Trust Code Workshop,” Chicago Estate Planning Council, Webinar (Feb. 2, 2022)
  • “Pivot Planning and Drafting to Maximize Flexibility,” Chicago Estate Planning Council, Webinar (Jan. 20, 2022)
  • “Estate Planning for the 99% Boot Camp,” IICLE, Webinar (Mar. 24, 2021)
  • “Fundamentals of the Illinois Trust Code,” Chicago Estate Planning Council, Webinar (Feb. 3, 2021)
  • “Illinois Uniform Powers of Appointment Act,” Illinois State Bar Association Continuing Legal Education, Chicago, Ill. (Dec. 13, 2018)

  • “Illinois Uniform Powers of Appointment Act,” Chicago Bar Association, Trust Law Committee, Chicago, Ill. (Nov. 12, 2018)

Recognitions 

  • Best Lawyers: Ones to Watch, Best Lawyers (2021-2024)

 

Perspectives