|   | | Law Firm in Franklin, Massachusetts | |
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| | Address | | 1000 Franklin Village Drive | | Franklin, Massachusetts 02038 | | (Norfolk Co.) | |  | Accepts Credit Cards |
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(Main Office)
| Gilmore, Rees & Carlson, P.C. practices in the following areas of law:
Probate, Trusts, Will Contests, Taxation, Insurance, Estate Planning, Corporate and Business Law, Real Estate, General Civil Practice, Domestic Relations, Family Law, Criminal Law, Personal Injury, Medical Malpractice. Trials in all Courts. | | Year Established: 1988 | Firm Profile:
Gilmore, Rees & Carlson, P.C. was established by three former partners in the Trusts and Estates Department of the Boston law firm of Hale and Dorr. Daniel J. Gilmore and William J. Rees founded the firm (then known as Gilmore & Rees) in 1988 and in 1989 Christopher T. Carlson resigned his partnership at Hale and Dorr to join the firm. In 1992, Bruce J. Bettigole, formerly chairman of the financial planning department of Adler Pollock & Sheehan, Inc. in Providence, Rhode Island, joined the firm as partner. Paul D. Bishop and Sidney A. Slobodkin, both formerly senior partners at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. in Boston, joined the firm as senior partners in 1997. Karin Blake, (P.C.), formerly a senior partner at Peabody & Brown in Boston, joined the firm as of counsel in 1998. The firm has grown quickly and dramatically, and has gained a reputation for expertise in complex and sophisticated trust, tax, estate, probate, real estate and business law matters. Although broadly based in New England, the firm's ever growing client base now spans 45 states and includes clients in 13 foreign countries. Most clients are referred to the firm by accountants, other attorneys, financial and investment consultants, insurance professionals and banks. In fact, many of these professionals themselves rely on the firm for expert legal assistance in their own businesses. Five of the seven trusts and estates partners have been elected Fellows of the prestigious American College of Trust and Estate Counsel. The firm has two convenient suburban Boston locations, in Franklin on Route 495 and in Wellesley on Route 128. In 1997 a Providence, Rhode Island office was opened. | | Firm Size: 20 | Representative Clients:
Arrow Paper Corp.; Calarese Development Corp.; Stone Ridge Condominium; Clark, Cutler, McDermott Co.; Egan Family Office; J. Ferrera & Sons, Inc.; W.T. Holmes Transportation Company, Inc.; Benjamin Franklin Savings Bank; Strata Bank; BankNorth; Town of Franklin. |
APPROVED ATTORNEYS FOR: Commonwealth Land Title Insurance Co.; First American Title Insurance Co. | Office Hours:
Monday: 08:30 AM - 05:30 PM
Tuesday: 08:30 AM - 05:30 PM
Wednesday: 08:30 AM - 05:30 PM
Thursday: 08:30 AM - 05:30 PM
Friday: 08:30 AM - 05:30 PM
| Rate Information:
Fixed Hourly Rates
Fixed Fees Available
Accepts Major Credit Cards
 Visa
MasterCard
American Express |
Other Office Locations of Gilmore, Rees & Carlson, P.C.
Wellesley, Massachusetts, U.S.A.
Providence, Rhode Island, U.S.A.
| | Daniel J. Gilmore (1950-2005). | | Robert J. Morrill (Managing Partner) born Boston, Massachusetts, June 14, 1967; admitted to bar, 1998, Massachusetts. Education: Keene State College (B.A., 1990); New England School of Law (J.D., summa cum laude, 1998). Executive Editor, New England Law Review, 1996-1998. Law Clerk, Massachusetts Supreme Judicial Court, 1998-1999. Author: "Contract Formation and the Shrink Wrap License," 32 New England Law Review 513, 1998. Member, Boston Estate Planning Council. Member: American Bar Association; National Association of Elder Law Attorneys. Practice Areas: Estate Planning; Estate Administration; Trusts and Estates Mediation; Probate Litigation; Appellate Practice. Email: Robert J. Morrill | | Christopher T. Carlson (Senior Partner) born New York, N.Y., March 7, 1949; admitted to bar, 1973, Massachusetts; 1980, U.S. Supreme Court. Education: Amherst College (B.A., cum laude, 1970); Harvard Law School (J.D., cum laude, 1973). Phi Beta Kappa. Author: "The Dynamic Disclaimer," 14 New England Law Review 399, 1979; "Post-Mortem Estate Planning," New York University Institute on Federal Taxation, 1983; "Personal and Business Planning: The Impact of a Low Interest Loan," New York University Institute on Federal Taxation, 1986; "Powers v. Wilkinson: 'Issue' Construed to Include Illegitimates," 32 Boston Bar Journal 20, 1988. Member: Boston Estate Planning Council; Boston Estate Planning and Probate Forum. Fellow, American College of Trust and Estate Counsel. Practice Areas: Estate Planning; Probate; Trust Administration. Email: Christopher T. Carlson | | William J. Rees (Senior Partner) born Lowell, Massachusetts, December 24, 1952; admitted to bar, 1977, Massachusetts. Education: Bowdoin College (A.B., magna cum laude, 1974); Vanderbilt University (J.D., 1977). Order of the Coif. Member, Vanderbilt Law Review, 1975-1977. Law Clerk to Hon. Frank F. Drowota, III, Tennessee Court of Appeals, 1977-1978. Practice Areas: Estate Planning; Closely Held Businesses; Taxation; Life Insurance Law; Charitable Trusts. Email: William J. Rees | | Bruce J. Bettigole (Senior Partner) born Springfield, Massachusetts, April 2, 1940; admitted to bar, 1964, Ohio; 1987, Rhode Island; 1993, Massachusetts. Education: Harvard University (A.B., 1961); Columbia University (LL.B., cum laude, 1964). Harlan Fiske Stone Scholar. Author: "Useful Strategies for Gift Giving in Uncertain Times," 29 Estate Planning 120, 2002; "Swing Trustee Provision May Optimize Beneficiary's Control," 138 Trusts and Estates 35, 1999; "Can the Olsten Scenario Save Estate Taxes,?" 134 Trusts and Estates 46, 1995; "Can A Surviving Spouse Reduce Estate Taxes By Purchasing the QTIP Remainder Interest?" 76 Journal of Taxation 132 (1992); "Adding Flexibility To An Irrevocable Insurance Trust," 130 Trusts and Estates 28, 1991; "Charitable Giving for The Uncharitable to Fund College Education," 67 Taxes 736, 1989; "Use of Estate Freeze Severely Restricted by Revenue Act of '87," 62 Journal of Taxation 132, 1988; "Post-mortem Remedies for Marital Deduction Problems," 12 Estate Planning 66, 1985; "Estate Planning Implications of Parental Duty to Provide for College Education of Adult Child," 58 Ohio State Bar Association Report 62, 1985; "Beware of Traps Lurking in Disclaimers," 54 Cleveland Bar Journal 204, 1983. Member: Ohio State and Rhode Island (Member, Probate and Trust Committee, 1987-1993) Bar Associations. Fellow, American College of Trusts and Estates Counsel. Practice Areas: Estate Planning; Closely Held Businesses. Email: Bruce J. Bettigole | | Paul D. Bishop (Senior Partner) born Batavia, New York, December 6, 1944; admitted to bar, 1970, Massachusetts. Education: Harvard College (A.B., cum laude, 1966); Harvard Law School (J.D., cum laude, 1970). Phi Beta Kappa. Member: American and Massachusetts Bar Associations; American Law Institute (Elected Member). Fellow, American College of Trust and Estate Counsel. Practice Areas: Estate Planning; Probate; Trust Administration. Email: Paul D. Bishop | | Sidney A. Slobodkin (Senior Partner) born Lynn, Massachusetts, October 20, 1938; admitted to bar, 1963, Massachusetts; 1972, District of Columbia. Education: Bowdoin College (B.A., cum laude, 1959); Harvard Law School (J.D., 1962). Phi Beta Kappa. Member: Bar Association of the District of Columbia; Massachusetts Bar Association (Member, Section on: Probate Law). Practice Areas: Estate Planning; Probate; Trust Administration. Email: Sidney A. Slobodkin | | Joseph D. Kropp (Senior Partner) born Franklin, New Hampshire, April 2, 1952; admitted to bar, 1977, Massachusetts; 1978, U.S. District Court, District of Massachusetts. Education: University of Rochester, (B.A., 1974); Suffolk University (J.D., 1977). Law Clerk to Justices of the New Hampshire Superior Court, 1977-1978. Assistant District Attorney, Middlesex County, Cambridge, Massachusetts, 1978-1981. Clinical Instructor, Criminal Program, Suffolk University Law School, 1979-1980. Teaching Assistant, Trial Practice for the Honorable David S. Nelson, Boston University Law School and Harvard University Law School, 1980-1983. Selected, 'Massachusetts Super Lawyer in General Litigation by Boston Magazine, 2004. Member: Massachusetts and American Bar Associations. Inn of Court, Boston. Practice Areas: Civil Litigation; Business Litigation; Probate Litigation; Contested Wills; Employment Law; Employment Litigation; Personal Injury; Professional Malpractice. Email: Joseph D. Kropp | | Gary M. Hogan (Senior Partner) born Providence, Rhode Island, August 27, 1960; admitted to bar, 1990, Rhode Island and U.S. District Court, District of Rhode Island; 1999, Massachusetts. Education: Rhode Island College (B.A., 1982); Western New England, School of Law (J.D., cum laude, 1990). Western New England Law Review, 1988-1989. State Representative, Rhode Island, 1998-2001. Member: Rhode Island Bar Association; Real Estate Bar Association. Practice Areas: Residential Real Estate; Commercial Real Estate; Real Estate Development; Zoning Law; Bankruptcy. Email: Gary M. Hogan | | Katherine A. Botelho (Senior Partner) born Providence, Rhode Island, February 4, 1949; admitted to bar, 1990, Massachusetts; 1991, Rhode Island. Education: Salve Regina College (A.B., cum laude, 1970); State University of New York College at Buffalo (M.A., 1977); Suffolk University (J.D., cum laude, 1990). Phi Alpha Theta. Recipient, American Jurisprudence Prize Award-Trial Practice. Practice Areas: Probate Administration; Family Law. Email: Katherine A. Botelho | | —————————— | | Jane Fisher Carlson (Associate) born New York, N.Y., January 6, 1949; admitted to bar, 1982, Massachusetts. Education: Smith College (A.B., summa cum laude, 1970); Harvard University (A.M., 1974; J.D., cum laude, 1982). Phi Beta Kappa; Sigma Xi. Author: "The Public Trust and Urban Waterfront Development in Massachusetts," Harvard Environmental Law Review, Vol. 7, No. 1, 1983. Board Member, Weston Land Trust, 2000—. Practice Areas: Trusts and Estates. Email: Jane Fisher Carlson | | Deborah E. Batog (Associate) born Ft. Bragg, North Carolina, October 31, 1964; admitted to bar, 1990, Massachusetts; 1991, U.S. District Court, District of Massachusetts. Education: Boston College (B.A., cum laude, 1986); Suffolk University (J.D., cum laude, 1990). Member: Massachusetts Bar Association; Massachusetts Real Estate Bar Association, REBA. Practice Areas: Real Estate Law; Transactional Law; Litigation; Estate Administration. Email: Deborah E. Batog | | Katherine R. Dorval (Associate) born Framingham, Massachusetts, October 23, 1979; admitted to bar, 2005, Massachusetts. Education: Syracuse University (B.A., summa cum laude, 2002; J.D., 2005). Phi Eta Sigma. Member: National Society of Collegiate Scholars; Golden Key National Honor Society. Member: Massachusetts Bar Association; Massachusetts Real Estate Bar Association, REBA. Practice Areas: Real Estate; Corporate Compliance; Domestic Relations. Email: Katherine R. Dorval | | Brian T. Liberis (Associate) admitted to bar, 2005, Massachusetts. Education: University of New Hampshire (B.A., magna cum laude, 1988); Suffolk University Law School (J.D., 2005). Email: Brian T. Liberis | Other Office Addresses: Links to Other Offices
Wellesley, Massachusetts Office: 20 Walnut Street, 02481. Telephone: 781-431-9788. Fax: 781-431-1957.
Providence, Rhode Island Office: 155 South Main Street, 02903. Telephone: 401-272-5400. Fax: 401-831-7053.
| | Maintains an office in more than one location. |
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