Susan A. Robb

Counsel

F: (617) 607 6021

Overview Experience Insights News Education and Credentials Recognition and Community Outside Interests

Overview

Susan Robb advises high net worth individuals and families on all aspects of estate planning, estate administration, and trust administration. She works with clients to structure plans that achieve their estate, income tax, business succession, philanthropic, and multi-generational wealth transfer goals. Susan enjoys developing relationships with clients and helping them implement their plans so as to minimize disruptions to family dynamics. She also counsels individual, professional, and corporate trustees and personal representatives on fiduciary duties and best practices in the administration of trusts and estates.

Insights

                             
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Education and Credentials

Education

Hamilton CollegeB.A.Concentration in Mathematics

Suffolk University Law SchoolJ.D.

Admissions

Commonwealth of Massachusetts

Affiliations

Boston Bar Association, Trusts & Estates Section, CLE Committee, Co-Chair, 2020-Present, 2008-2009; Trust Administration Committee, Co-Chair, 2017-2019; Communications Committee, Co-Chair, 2015-2017

Boston Estate Planning Council, Leadership Development Vice Chair, 2021-Present; Board of Directors, 2018-2021; Budget & Finance Committee, 2019-2020; Officer Nominations Committee, 2019-2020; Sponsorship Committee Co-Chair, 2017-2018; Committee Volunteer, 2006-2017

National Association of Estate Planners & Councils, Accredited Estate Planner® (AEP®)

The Boston Foundation, Professional Advisors Network, 2018-2021

Trusts and Estates Consortium