Ashley L. Thompson

Associate

Costa Mesa
T +1.714.966.8819
F +1.714.754.6611

Overview

Ashley Thompson focuses her practice on tax and estate tax planning for high net-worth individuals. She designs and implements comprehensive estate plans and business succession techniques, while minimizing estate, gift and income tax consequences.

Clients value Ashley's ability to break down complicated tax issues into manageable and understandable concepts. Ashley was an adjunct professor at the University of Denver Graduate Tax Program, and was recognized as a Colorado Super Lawyer "Rising Star" (2017) in tax.

Select Experience

  • Represented high net-worth individuals and families and advised them in their estate planning, business succession planning and charitable giving.
  • Provided advice regarding trust design and implementation.
  • Utilized trusts, including gift trusts and irrevocable trusts, to maximize transfer tax planning.
  • Advised a partnership between trusts and entities on current and liquidating distributions of marketable securities and the exceptions to recognition of tax.
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Experience

  • Represented high net-worth individuals and families and advised them in their estate planning, business succession planning and charitable giving.
  • Provided advice regarding trust design and implementation.
  • Utilized trusts, including gift trusts and irrevocable trusts, to maximize transfer tax planning.
  • Advised a partnership between trusts and entities on current and liquidating distributions of marketable securities and the exceptions to recognition of tax.
  • Applied for a private letter ruling from the IRS.
  • Instructed a client on the viability of a partnership merger where assets included real estate and marketable securities.
  • Analyzed the attribution rules to effectuate a corporate redemption of the shares of stock in an estate administration.
  • Drafted operating agreements and advised on income tax and transfer tax provisions.
  • Provided advice about estate tax, gift tax, generation-skipping transfer tax and income tax.
  • Applied for and obtained tax-exempt rulings for private foundations and public charities, including a non-functionally integrated Type III supporting organization.
  • Represent clients in IRS audits and U.S. Tax Court litigation for complex income, gift and estate tax matters.

Recognitions and Memberships

Recognitions

  • Colorado Super Lawyers "Rising Star" (2017)

Memberships

  • Colorado Bar Association
  • American Bar Association

Pro Bono

  • Tax law instructor for the Adopt-A-Base program through the American Bar Association. Taught tax law for the volunteers to prepare free tax returns for members of the Armed Forces.
  • Assisted a veteran in an appeal to the U.S. Court of Veterans' Claims for denial of benefits for service-connected injuries.

Prior Positions

  • University of Denver Graduate Tax Program: Adjunct Professor (2014 to 2017)
  • Law Clerk to The Honorable Thomas F. Mulvahill, Twentieth Judicial District (2011 to 2012)

Admissions

  • U.S. Tax Court, 2013
  • U.S. District Court, District of Colorado, 2016
  • U.S. Court of Federal Claims, 2016
  • Colorado, 2011
  • [Licensed to practice only in Colorado]

Education

  • LL.M., Taxation, University of Denver, 2013
  • J.D., University of Denver Sturm College of Law, 2011, Merit Scholarship
  • B.A., English, University of Colorado Boulder, 2008
  • B.S.B.A., Accounting, University of Colorado Boulder, 2008