Contact Information

555 Capitol Mall 9th Floor

Sacramento CA 95814

916.325.4541

achun@mhalaw.com

Practice Focus

Estate Planning

Probate Law

Federal Estate Tax

Tax Controversy

Alan G. Chun | Of Counsel

Professional Experience

Alan joined McDonough Holland & Allen PC in 2008 after a 38-year career with the Internal Revenue Service as an estate tax attorney. He is a well known and respected leader in the field of complex estate tax issues, tax litigation and tax controversy.

Alan’s tenure at the IRS involved a broad array of substantive tax issues in the areas of family trusts, estate and gift tax, generation skipping transfer tax, family limited partnerships (FLPs), QTIP trusts, and valuation of closely-held businesses. His many years of experience at the IRS brings a unique insider perspective to McDonough’s Estate Planning and Probate practice. Alan’s extensive knowledge of IRS policies and procedures combined with his understanding of estate tax audit issues, wealth transfer, asset protection, and minimizing estate, gift and generation-skipping transfer taxes enables him to advise clients in the planning stages and in the event of an audit or other tax controversy.

For more than 20 years, Alan has been a sought after speaker on issues of gift and estate tax, policy and law changes. He has addressed organizations including, California Probate Referees Association, Sacramento Estate Planning Council, El Dorado County Bar Association, California Estate Planning Council, and the Controller of the State of California, Division of Tax Administration. His outstanding level of service and experience in his field has earned him many performance and manager awards from the IRS.

Representative Matters

Advising attorneys regarding an estate tax controversy that has gone to tax court.

Advising attorneys regarding an audit of estate tax return. Audit opened only six months before statute expiration. Potential tax court cases.

Advised another law firm regarding tax consequences (estate, gift and income) of litigation settlement. Case settled.

Leadership Positions/Affiliations

Former Board Member, Dry Creek Conservancy

Committee, Roseville General Plan

Former Chair and member, Roseville Transportation Commission (1994-1998)

Member, Sacramento Estate Planning Council

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Admitted to Practice

State Bar of California, 1968

Education

Hastings College of the Law

J.D., 1968

University of Washington

B.A., History, 1965