Christopher T. Carlson

Partner

(781) 431-9788
ccarlson@grcpc.com | vCard | PDF

Chris Carlson is an estate planning, estate and trust administration and business planning lawyer. As a founding partner of Gilmore Rees & Carlson, Chris brings over 40 years of planning perspective to his clients. His vision to create an estate planning firm that had all of the experience and resources of the large downtown firms, without the high fees and in a convenient, suburban location, was the starting point for today’s service-centered, thriving practice. Before co-founding Gilmore Rees & Carlson PC, Chris was a senior partner at Hale and Dorr (now known as WilmerHale) in Boston.

 

Chris’ practice focuses on providing sophisticated estate planning and administration advice to individuals, their families and the owners of closely held businesses. His personalized and detailed approach to the law helps clients identify and achieve personal and financial goals through a variety of effective estate and trust vehicles.

 

As a member of the Boston Estate Planning Council since 1976, Chris served on the Board of Directors from 1987 to 1991, and has also served over the years on a number of other Committees, including the Program Committee, the Nominating Committee, and the Estate Planner of the Year Committee. He has also served as member of the Steering Committee of the Boston Estate Planning and Probate Forum, and has been a long time member of the Estate Planning Curriculum Advisory Committee for Massachusetts Continuing Legal Education/New England Law Institute, Inc. He has also been a lecturer on law in the Graduate Tax program at the Boston University School of Law, and a speaker at the Colby College Estate Planning and Tax Institute.

 

Chris, who is a cum laude graduate of both Amherst College and Harvard Law School, has been very active in Amherst alumni affairs, serving for many years as a volunteer consultant to the Development Office, writing and editing publications on estate planning and planned giving, and presenting estate planning seminars to Amherst alumni and faculty.

 

In his free time, Chris enjoys being active by running and hiking, and playing tennis, paddle tennis and golf. He also spends time reading and following meteorology, an interest which he has pursued since childhood; he has maintained daily weather records, and copies of daily weather maps, since 1961. Chris meets with clients in the firm’s Wellesley office.

Representative Experience

  • Provides estate planning and administration advice to individuals, their families and businesses to help them achieve their personal and financial objectives.
  • Counsels clients to address important tax related matters in the estate planning process in the context of achieving both short and long term goals.
  • Works with clients to implement and administer trusts and other long-term planning vehicles to ensure achievement of family’s personal and financial goals over several generations.

attorney-carlson-christopher

Christopher T. Carlson

Partner

Related Practices

  • Estate Planning
  • Estate Administration
  • Trust Administration
  • Individual & Family Businesses

Admissions

  • Massachusetts, 1973
  • U.S. Supreme Court, 1981

Education

  • Amherst College, A.B., cum laude, Phi Beta Kappa, 1970
  • Harvard Law School, JD, cum laude, 1973

  • American College of Trust and Estate Counsel, Fellow and former Member of Massachusetts State Membership Committee
  • Boston Estate Planning and Probate Forum, Member and former Member of Steering Committee
  • Federal Tax Institute of New England, former Program Chairman
  • First Parish Church, Lincoln Massachusetts, Member of Parish Committee and Board of Deacons
  • First Parish Church, Weston Massachusetts, Member of Standing Committee
  • Massachusetts Continuing Legal Education/New England Law Institute, Inc., Member of Estate Planning Curriculum Advisory Committee

  • Estate Planner of the Year
    Boston Estate Planning Council (BEPC), 2011
  • Martindale-Hubbell AV® Rated Preeminent
    A certification mark indicating that the lawyer’s peers rank him at the highest level of professional excellence.
  • Best Lawyers in America
    1998-present
  • Massachusetts Super Lawyers
    In the area of estate planning, 2004 to present, a designation given to only the top 5% of lawyers in the state, as determined by their peers.

  • The Dynamic Disclaimer in the New England Law Review
    Which remains the leading commentary on the Massachusetts disclaimer statute, 1979.
  • Estate Distributions and Their Tax Ramifications
    N.Y.U. Institute on Federal Taxation, 1983
  • Personal and Business Planning: The Impact of a Low Interest Loan
    N.Y.U. Institute on Federal Taxation, 1986

  • A Federal Tax Institute of New England
    Presented as a panelist six times on a variety of topics.
  • Sophisticated Estate Planning Techniques
    American Law Institute/American Bar Association. Presented as a panelist 4 times on a variety of topics.
  • Compliance Issues in Sophisticated Estate Planning Techniques: Is the Benefit Worth the Hassle?
    Massachusetts Continuing Legal Education Annual Estate Planning Conference, 2006
  • The Trust and Estate Lawyer in Transition
    American College of Trust and Estate Council (ACTEC) Annual Meeting, 2005
  • Shooting at a Moving Target: Lifetime and Post-Mortem Planning in a Changing Tax Environment
    Boston Bar Association, 2003
  • Estate Planning in a Changing Tax Environment
    Massachusetts Continuing Legal Education, 2003
  • Drafting for the Sponge Tax: The Next Step
    Massachusetts Continuing Legal Education, 2002
  • Estate, Gift and Generation-Skipping Tax Basics
    Massachusetts Continuing Legal Education, 1997-2007