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.