Alison B. Merino


University of Notre Dame, B.A., 2007
University of Santa Clara School of Law, J.D. cum laude, 2010

Alison Merino joined our firm as a law clerk in 2008. Now an associate attorney, she works closely with the partners and directly with clients, focusing on high net worth estate and succession planning, inter vivos wealth transfers, trust administration, and tax controversies.

Alison has written and presented papers to the United States Treasury, Internal Revenue Service, and the Senate Finance Committee proposing changes to and guidance regarding important gift, estate, and transfer tax laws. She has also authored several tax-related articles: “Section 2036 Estate Controversies of Tenants in Common Interests,” published in Trusts & Estates (October 2011); and “Case Law Update: Three Recent Federal Tax Cases Involving California Taxpayers,” published in California Tax Lawyer (Spring 2011).

Alison is an active member of the California State Bar, serving on the Bar’s Estate and Gift Tax Sub-Committee. She is currently a member of the Santa Clara Estate Planning Counsel.

While earning her J.D. at Santa Clara University, Alison was a technical editor of the Santa Clara Law Review and a participant in the law school’s Honors Moot Court program.