Robert W Carlson is a lawyer practicing elder law, trusts, professional trustee and 19 other areas of law. Robert received a B.A. degree from University of Massachusetts, and has been licensed for 53 years. Robert practices at Robert W. Carlson in Weston, MA.
About Robert W Carlson
Awards
Reviews for Robert
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Leave a review about your experience with this lawyer.Bob was very helpful in my estate planning. He is very knowledgeable and explains the issues clearly. Very professional. I would highly recommend.
Bob explained everything about estate planning, offered choices, was kind and compassionate to my situation. I would highly recommend him, and would never even consider anyone else for any future legal concerns I have. He is one of the best attorneys I have had contact with.
Bob Carlson was my parents’ attorney for various needs over the years, and instrumental in providing, trust-worthy, hands-on guidance to my brother and me, as executors of their estates, at very sensitive times for our family.
Brother individual trustee our trusts-he could invest, hire investors change banks holding trusts. Unfortunately died before appointing new individual trustee. Bank therefore usurped individual trusteeship, planned to fire our investors, sell all the stocks and use $ to put us in THEIR mutual funds. Hired Bob, who discovered that bank held trusts in Delaware. He found trust law in Delaware that stated that if trustee died without appointing another, the beneficiaries of the trust could pick a new one IF 60% of them agreed. They chose me. We thus were able to move our trusts to different bank that agreed to accept me as individual trustee, and accept my choices for investors.
Services
Areas of Law
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Elder Law
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Trusts and Estates 4
- Trusts
- Estate Planning
- Estate and Trust Administration
- Charitable Trusts
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Wills and Probate 1
- Wills
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Nonprofit and Charitable Organizations 1
- Private Foundation
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Litigation 2
- Land Use and Land Court Litigation
- Probate and Trust Litigation
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Appellate Practice 1
- Appellate Litigation
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Zoning, Planning and Land Use 1
- Zoning
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Insurance 1
- Insurance Defense Litigation
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Corporate Law 1
- Corporations
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Personal Injury 1
- Negligence
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Real Estate
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Other 6
- Professional Trustee
- Wealth Management
- Planned Giving
- Bar Discipline Representation
- Professional Responsibility
- Ethics
Practice Details
Experience
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Bar Admission & MembershipsAdmissions1973, Massachusetts
1995, Florida
U.S. Court of Appeals, First Circuit
U.S. District Court, District of Massachusetts
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Education & CertificationsLaw SchoolBoston University School of Law
LL.M.
Taxation
Suffolk University Law School
Class of 1973
J.D.
Other EducationUniversity of Massachusetts
B.A.
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Military Service1st Lt., Field Artillery, Vietnam Combat Veteran1 9th Infantry Division
General Staff Officer & Paratrooper, 82nd Airborne Division