Robert M. Russell, Jr., is a managing partner at Pabian & Russell, LLC, concentrating in the areas of estate planning, corporate and business law, business succession planning, tax law, probate law, and trusts. His clients consist of families, high-net worth individuals, financial service providers, and privately held businesses. Bob represents both emerging and established businesses in all areas, including business formation, bank and capital financing, mergers and acquisitions, real estate purchases, sales and leasing, and distribution and joint agreements. He also advises clients in shareholder issues, including buy-sell agreements, equity compensation arrangements, shareholder disputes, and succession planning.
As a certified public accountant, Bob offers a unique legal and financial background that provides a valuable perspective in analyzing the income, estate, gift and generation-skipping transfer tax consequences of estate and succession plans for his clients. He is adept at and experienced with sophisticated estate and tax-planning techniques, including irrevocable life insurance trusts, qualified personal residence trusts (QPRTs), grantor-retained annuity trusts (GRATs), family limited partnerships (FLPs), and intra-family sales. Bob also assists his philanthropic clients with achieving their charitable goals and maximizing the tax-planning opportunities presented by charitable giving through the creation of charitable lead trusts, charitable remainder trusts, and private foundations.
Before entering private practice, Bob was a Senior Financial Analyst with Ocean Spray Cranberries, Inc. He received his Juris Doctor, cum laude, in 1990 from Suffolk University Law School; in 1981 he earned a Bachelor in Business Administration degree, cum laude, in accounting from the University of Massachusetts at Amherst. Bob has been named to the 2008, 2009, and 2010 Massachusetts Super Lawyers list by Law & Politics and New England Super Lawyers, a distinction reserved for just the top 5% of attorneys in Massachusetts. Bob is admitted to practice before the bars of the Commonwealth of Massachusetts, the United States District Court, the First Circuit Court of Appeals, and the United States Tax Court. He is also a member of the Boston Bar Association, the Boston Estate Planning Council, and the American Institute of Certified Public Accountants. Bob has participated several times in the Pan-Mass Challenge, riding his bicycle across Massachusetts to raise funds for cancer research.
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