Robert M. Allen

Partner

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

Bob focuses his practice in the areas of estate administration, trust administration, estate planning, and lifetime gift planning. In appropriate situations, Bob is willing to act as personal representative (executor) of estates and trustee of trusts for clients and their families.

 

Over his 30-year career, Bob has worked with individuals and families, often spanning multiple generations. Bob acts as a trusted advisor, collaborating as required with the client’s accountant, investment advisor, and insurance professional in an effort to provide comprehensive advice. Bob’s clear communication style helps clients understand their planning alternatives, and Bob’s experience and judgment help clients reach decisions that are right for them. Bob focuses with his clients on the “big picture,” but he also pays careful attention to detail to help to ensure that his client’s objectives will actually be realized. Clients depend on Bob to guide them through difficult and important planning decisions and to help them to carry-out the estate plans of family members who have passed away.

 

Bob became a partner at Gilmore Rees & Carlson in 2016. He brings 20 years of legal and business experience gained from running his own boutique firm, Allen & Hollander LLP, which he launched in 1997 in Wellesley, MA. Bob began his career in private practice as an associate attorney at Boston’s Foley Hoag & Eliot (now known as Foley Hoag), first in the Corporate department and then in the Trusts & Estates department. Immediately following law school, Bob served a one-year term as a law clerk to the Honorable Francis P. O’Connor of the Supreme Judicial Court of Massachusetts.

Representative Experience

  • Serves as personal representative (executor) of estates and trustee of trusts for clients and family members.
  • Acts as trusted advisor to multi-generational families, helping them to utilize gift and generation-skipping transfer tax vehicles to maintain and pass-on family assets for future generations.
  • Counsels clients in connection with formulation and implementation of estate plans of all types so that clients may accomplish their objectives effectively and efficiently.

attorney-allen-robert

Robert M. Allen

Partner

Related Practices

  • Estate Administration
  • Trust Administration
  • Estate Planning
  • Lifetime Gift Planning

Admissions

  • Commonwealth of Massachusetts, 1984

Education

  • Harvard Law School, J.D., magna cum laude, 1984
  • University of Pennsylvania, M.A., 1981
  • Wharton School of University of Pennsylvania, B.S., summa cum laude, 1981

  • Boston Bar Association, Member
  • Boston Estate Planning Council, Member