Overview Robert Goldman, a Director, has practiced 22 years in tax and estate planning, concentrating on sophisticated wealth transfer strategies and advising donors to charities and charitable organizations. He is a founder of Philanthropic Advisors LLC, a Goulston &Storrs subsidiary that advises family foundations on strategic philanthropy. Robert also serves professionally as Trustee of many clients' estate planning trusts. Representative Experience ˇ Drafting of wills and trusts for wealthy families who want their estate plan to enhance their children's inheritance, protect it from loss to creditors, and reflect the family's values toward money, family and charity. ˇ Tax planning for client's wealth and for business and charitable transactions, including retirement benefit planning, the creation of grantor retained annuity trusts, intra-family sales of assets, family buy-sell agreements, qualified personal residence trusts and other planning for the preservation of family residences, and charitable remainder trusts. ˇ Estate administration involving efficient probate of estates, creative use of disclaimers, use of post-death tax elections, pragmatic resolution of controversies and litigation, and successful representation at tax audits. ˇ Trust and tax planning for the ownership and funding of complicated life insurance policies. ˇ Creation of family foundations and thoughtful discussion of their alternatives, including public charities, operating foundations and supporting organizations. ˇ Creation of public charitable organizations focusing on the arts, medical care, education and social services, including several "American Friends" organizations that support global charitable activities. ˇ Ongoing advisor to Oxfam America, YouthBuild USA, Boston-based medical centers and universities, and client-supported charities with respect to compliance with federal and state regulation of tax-exempt organizations and endowments, and also regarding the solicitation and implementation of split-interest gifts and other planned giving vehicles. Professional and Community Involvement ˇ Director, Cohen Hillel Academy ˇ Founder, Friends of Yemin Orde (supporting a youth village in Israel) ˇ Founder, Jewish Community Foundation of the North Shore American College of Trust and Estate Counsel (1997-present), member of Charitable Planning Committee 2007-2008 ˇ Human Rights Campaign New England Steering Committee, 2006-2007 Trusts and Estates Section of Boston Bar Association (Past Co-Chair) Awards and Recognition ˇ Martindale Hubbell Peer Review Rated AV Preeminent ™ ˇ "The Best Lawyers in America," Trusts and Estates, 2007-2012 ˇ Massachusetts Super Lawyer, 2005, 2007, 2009 ˇ AIDS Action Committee, Recognized by Legal Task Force for Pro Bono Service, 1998 ˇ Recipient of Young Leadership Award, Jewish Federation of the North Shore, 1994 Speaking Engagements ˇ "Funding Globally: Tax and Legal Concerns for U.S. Individuals and Foundations" presented at World Economic Forum Press Releases September 2011
Goulston & Storrs Attorneys Named to 2012 Edition of Best Lawyers® August 2010
Goulston & Storrs Attorneys Named to 2011 Edition of Best Lawyers July 30, 2009
Goulston & Storrs Attorneys Named in 2010 Best Lawyers® Advisories February 2011
Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12 February 2010
Is a Roth Conversion Right for You? November 2008
Wealth Transfer Opportunities in the Current Economic Environment Publications & Mentions October 2008
"Self Dealing Concerns with Gifts of Partnership Interests to a Private Foundation," American College of Trust and Estate Counsel Seminars & Events November 2010
CLE - The Intersection of Estate Planning and Tax Exempt Organization Lawyers: Charitable Planning with Various Charitable Entities and Vehicles 10.07.10
Focus on Philanthropy and the Future |