William J. Rees

Of Counsel

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

Bill Rees, now largely retired from practice, has spent his career as an estate and trust attorney handling a broad range of will and trust, estate planning, estate and trust administration, tax law, charitable organization and family business planning matters. Bill has worked with individuals, couples, families and business owners throughout New England. He has also had experience in the life insurance industry and is very knowledgeable about the tax aspects surrounding life insurance and annuities.

 

A founding partner of Gilmore Rees & Carlson, Bill has more than 40 years of perspective in all these legal areas, and while no longer working directly with clients is available on a limited basis to share this perspective to assist colleagues at the firm.

 

Bill and his wife, Dianne, spent many years raising three children in Westwood. They have now relocated to Millis and enjoy contributing to their new community. Bill enjoys music, languages, sports (especially Red Sox baseball), travel 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.