My extensive years of experience in the trust administration industry have lead me to believe people are being underserved when it comes to dealing with inherited property of a loved one. Family members are often torn as to how to deal with the family home, farm, etc. Maybe the home is no longer in the "good part" of town or none of the children wish to work and maintain the family farm. The home may be outdated or need significant repairs. I work as a true client advocate, listening and acting in their best interests. I often work alongside the estate planning attorney or family advisor to answer client questions regarding the disposition of real estate.
I help answer questions such as ...
- How can I maximize the value upon the sale of my inherited real estate?
- How can I preserve the family home so mom/dad can go to a nursing home and qualify for Medicaid?
- What should I do about a reverse mortgage or other encumbrances on the home?
- What are some creative ways to sell the home if it's in a rural or undesirable area?
With offices in both Missouri and Kansas I have many connections to get you to your goals. I can be one of your biggest resources and your advocate. I look forward to working with you.
Allison Cox obtained her law degree from University of Missouri – Kansas City in 2001. She has worked as a Vice President and Trust Officer at local banks and trust companies with offices in both Missouri and Kansas. She received her Certified Trust and Financial Advisor certification from Northwestern University in Chicago. Allison has represented a diverse mix of clients ranging from multi-million dollar families to small business owners and recent retirees. She has consulted many high net-worth families regarding investments, estate planning and tax decisions.
Allison serves on the Presidential Advisory Board for MCC – Longview, St. Luke's Foundation Planned Giving Committee, St. Luke’s East Ambassadors Program and volunteers her time at many organizations including Operation Breakthrough and Pro Deo Youth Center.
She is a graduate of Greater Missouri Women’s Leadership Challenge and Lee’s Summit Leadership. She is also a Rotarian.