Bob has practiced law for 36 years in tax and estate planning, concentrating on sophisticated wealth transfer strategies often involving income, gift and estate tax issues. Bob often serves as a Trustee for his client’s family trusts and in that capacity he works closely with investment advisors, tax accountants and life insurance professionals. Bob’s law practice also includes advising donors to charities and charitable organizations on tax and strategic planning, and Bob has substantial experience as a principal of a philanthropic advisory company affiliated with his former law firm where he helped families clarify their values and goals as expressed through philanthropy, conceive and implement creative strategies, and measure impact. He is a Fellow of the American College of Trust and Estate Counsel and active on its Charitable Planning Committee. After a long career at large law firms, Bob opened his own law office in 2012 which now comprises four lawyers and three amazing staff people. Bob serves as pro bono legal counsel to numerous grass roots organizations in Lynn, and still basking in the successful representation of two Lynn English High School seniors in their quest to paint a Black Lives Matter street mural in downtown Lynn one year ago.
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Bob graduated from Dartmouth College with a BA in English Literature and from New York University School of Law. Bob currently serves as a Trustee of the Essex County Community Foundation and a board member of The Jewish Journal, the largest Jewish newspaper in New England. He is a recent past board member of North Shore Alliance for GLBTQ Youth, and a recent past president of the board of Epstein Hillel Academy, a K-8 Jewish day school in Marblehead.

Bob and his husband José live in Lynn where they enjoy spending time with their children and grandson. Older than 60, Bob continues to sign up for 10K road races, Tough Mudder runs and challenging mountain hikes, then sets his strategy on how to get into just enough shape to do these ridiculous things before pathetically relapsing into his addiction to doughnuts.