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Roland Gray, III

Partner

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Roland (Rob) Gray has been in legal practice for more than four decades.  Joining Rubin and Rudman in 2000, Rob is a Partner in the Trusts and Estates and Private Client practice group. His practice includes Trusts and Income and Estate Tax Planning; Medicaid, Medicare and Transitional Assistance Planning; and Professional Trustee Law, but this hardly begins to encompass the range and depth of his advocacy on behalf of clients.

The 9th unbroken generation of lawyers and trustees in the family, Rob’s career was never preordained. “I didn’t know I was going to like the law until I got into it. It’s been—and continues to be—greatly satisfying to provide education and assistance that positively influences people’s lives both economically and personally. I’m optimistic enough to believe that if you give people good information, you equip them to make good lifetime decisions, financially and around family matters.”

“I remember how pleased I was when one of my Dad’s best friends (and his law school classmate) asked me to take on my first job acting as a fiduciary or guardian. Now, 45 years later, some of those early clients are still with me, as are their children and grandchildren.”

Rob oversees approximately 375 trusts with a combined market value in excess of $250 million. His practice includes:

  • Estate, income and gift-tax planning for individuals and families
  • Acts as a professional trustee of trust funds
  • Assists clients in initially and continuing to qualify for Medicare, Medicaid, and other public assistance benefits
  • Advises on matters including estates, guardianships, and conservatorships
  • Assists clients and their families in obtaining needed medical and psychiatric intervention services for loved ones

To help prevent clients from losing their way through such challenges as tax difficulties, addiction, mental illness, disability, or matters of the heart, Rob calls upon an extensive network of multidisciplinary professionals. Acting as a knowledgeable gatekeeper, Rob makes these discreet and expert resources available to caretakers, clients, and their families—often providing respectful, individualized counsel throughout the life-cycle.

Rob also maintains a strong commitment to accessibility, reserving a portion of each week to seeing first-time clients, providing assessments to ensure that they receive the kind of legal attention appropriate to their needs.

Professional and Community Involvement

  • Member, Subcommittee on Trusts & Estates and Member, Subcommittee on Professional Development, American Bar Association
  • Member, Probate Law Section, Boston Bar Association