Trusts and Estates

• Estate Planning
  Gilmore Rees & Carlson was founded in 1988 by three senior trust and estate attorneys from a large Boston law firm. Their vision was to establish and grow a sophisticated trust and estate law firm where clients could receive exceptional legal services comparable to the services provided by large downtown law firms, but in the convenience of the suburbs and at more reasonable rates. We have held true to that vision, and Gilmore Rees & Carlson is now home to one of the largest trust and estate departments in New England.
• Wills
  Unfortunately, sometimes will and trust documents contain ambiguities. Our attorneys are experienced in bringing a variety of judicial actions to obtain interpretations of ambiguous documents, and instructions for how to carry out the duties under those documents.
• Trusts
  Serving as a trustee is a serious undertaking. Many people name a family member, a friend or a trusted professional advisor as Trustee. The reasons for doing so are understandable, since such people are familiar with the family dynamics and the wishes of the person establishing the trust. However, these individuals typically need guidance interpreting the trust language and understanding the duties and responsibilities of being a trustee. Our attorneys advise trustees on all aspects of trust administration, including how to properly interpret the trust, the trustees’ responsibility to beneficiaries, their fiduciary duties and liabilities, as well as their related tax questions. Our attorneys and paralegals also assist trustees by preparing federal and state fiduciary income tax returns and periodic accountings to the beneficiaries. In appropriate situations, when asked to do so by a client, our experienced attorneys will serve as trustee.
• Probate

Finance Law

• Tax Law
  As a boutique trust and estate law firm, we provide personalized counsel to clients and their families at various stages of their lives, whether it be drafting wills, durable powers of attorneys, health care proxies and trusts for a young family, counseling clients on estate and gift tax saving techniques, or guiding clients through the process of estate administration when a family member passes. We carefully tailor our estate planning and tax planning strategies to each family’s needs.