About Us

Bob Goldman

I have practiced 29 years in tax and estate planning, concentrating on sophisticated wealth transfer strategies and advising donors to charities and charitable organizations. I draft wills and trusts for wealthy individuals and families who want an estate plan that minimizes exposure to estate and income taxes while reflecting the client’s values toward money, family and charity.

In my estate planning work, in addition to wills and trusts, I often am involved with clients’ business transactions with a focus on continuity of family ownership, tax issues, and creditor protection planning. I regularly advise clients on tax planning for retirement benefits and life insurance. I also prepare premarital agreements. Of course, I prepare powers of attorney, health care proxies and living wills.

A large part of my practice is advising family foundations on all aspects of tax strategy, and I often speak to clients about the creation of foundations and their alternatives, including public charities, operating foundations and supporting organizations.

I have helped to create dozens of public charities and numerous “American Friends” organizations that support global charitable activities. From 1999 to 2008, I served as founder and principal of Philanthropic Advisors LLC, a subsidiary of my law firm specializing in advising foundations and individuals on strategic philanthropy.

I regularly assist clients in negotiating large gifts and gifts of complex assets to charitable organizations, and I advise large public charities on tax and strategic planning for their donors.

Through my affiliation with Regus Business Centers, I have use of meeting space in Boston (downtown and Back Bay), Cambridge, Newton, South Shore, and all around Route 128.

Work History

  • Managing Partner, Bob Goldman Law LLP, Salem and Boston
    2012 to present
  • Director (17 years) and Associate, Goulston & Storrs, P.C., Boston
    1991 to 2012
  • Associate, Choate, Hall & Stewart, Boston
    1990 to 1991
  • Associate, Simpson Thacher & Bartlett, New York
    1986 to 1990

Education

  • New York University School of Law, JD, 1986
  • Dartmouth College, AB, English Literature, 1983

Civic Participation

  • President of the Board of Directors, Cohen Hillel Academy, Marblehead
    2012 to 2014; Board member 13 years
  • Steering Committee, Human Rights Campaign (the nation’s largest GLBT advocacy group), New England Chapter
    2007 to 2008
  • Volunteer legal counsel, Jewish Federation of the North Shore
    2012 through 2014 merger with combined Jewish Philanthropies
  • Founder and volunteer legal counsel, Friends of Yemin Orde, supporting a youth village and youth support organizations in Israel, 1991 to present
  • Member, Essex County Community Foundation Professional Advisory Committee, 2014 to present
  • Board of Directors, North Shore Alliance of GLBT Youth, 2014 to present

Professional Honors

  • Fellow, American College ofTrust and Estate Counsel, 1997 to present
  • Co-chair, Boston Bar Association Trusts and Estates Section, 1997 to 1998
  • Current top peer rating by Martindale-Hubbell, Super Lawyers

Liz Drake

Liz joined the firm in August, 2013, and concentrates her practice in estate planning. She graduated from Boston College in 2010 with a degree in political science and received her J.D. from Boston College Law School in 2013. She is licensed in Massachusetts and New Hampshire.

During the summer of 2011, Liz worked as a legal intern at the Disabilities Rights Center in Concord, New Hampshire. In 2012, she served as a student attorney at the Boston College Legal Assistance Bureau, where she represented low-income clients in complex disability benefit and family law cases. During her third year at BC Law, Liz worked as a research assistant for Professor Ray Madoff, assisting with updates to Practical Guide to Estate Planning.

Liz was born and raised in Laconia, New Hampshire. She is a second-degree black belt in Shorin-ryu karate and loves baking and reading political biographies.