William J. Rees

Of Counsel

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

Bill Rees is an estate and trust attorney who handles a broad range of will and trust, estate planning, estate and trust administration, tax law, life insurance, charitable organization and family business planning matters. Bill works with individuals, couples, families and business owners throughout New England.

 

During the estate planning process, Bill guides clients gently but firmly. He helps them to identify needs, formulate strategies, and select appropriate methods to achieve their short and long-term goals. Bill works with clients to establish plans, tailored to the clients’ specific needs, which can benefit their families both during their lifetimes and in future generations.

 

Bill has also had experience in the life insurance industry and is very knowledgeable about the tax aspects surrounding life insurance and annuities. Additionally, Bill delivers sound business advice to clients who face important family business considerations, including business succession and individual tax concerns.

 

As a founding partner of Gilmore Rees & Carlson, Bill brings 37 years of perspective to his clients in all these legal areas. He is based in the firm’s Wellesley office, but also serves numerous clients from the Franklin office.

 

Bill and his wife, Dianne, spent many years raising three children in Westwood. They recently relocated to Millis and look forward to contributing to their new community. Bill enjoys music, languages, sports (especially Red Sox baseball) and reading on many subjects in his free time.

Representative Experience

  • Relating to, and solving problems for, clients at every point on the economic spectrum, from blue collar working people to wealthy executives and entrepreneurs.
  • Extensively using advanced techniques for reducing estates and saving federal and Massachusetts estate tax.
  • Creating basic wills, powers of attorney and health care proxies for clients of all kinds.
  • Working with clients in second marriages to resolve competing concerns for each other and 2 sets of children.
  • Establishing trusts (revocable and irrevocable) to protect children’s inheritance from creditors and divorce.
  • Creating and using sophisticated devices (such as grantor retained income trusts (“GRATs”) and private charitable foundations and trusts) to reduce estate taxes substantially.

attorney-rees-william

William J. Rees

Of Counsel

Related Practices

  • Estate Planning
  • Estate Administration
  • Fiduciary Representation and Probate Litigation
  • Family Business Planning
  • Trust Administration

Admissions

  • Commonwealth of Massachusetts, 1977

Education

  • Bowdoin College, A.B., Classics, magna cum laude, 1974
  • Vanderbilt University Law School, J.D., with honors, 1977
  • Vanderbilt, Order of the Coif, 1977

  • Congregational Church, Needham, longtime active Member
  • Guatemala Project, Member (Needham)

  • Best Lawyers
    2013-2014
  • Super Lawyers
    2005-2014

  • Associate Editor
    Vanderbilt Law Review, 1976-77
  • The First Amendment Does Not Protect the Publication of Non-Newsworthy Private Facts
    29 Vand. L. Rev.

  • Bill has lectured on estate planning, taxation, life insurance and other subjects for the American Bar Association, Massachusetts Continuing Legal Education, Chartered Life Underwriter groups and other organizations.