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.
Education and Credentials
Education
- Suffolk University Law School, J.D.
- Hamilton College, B.A., Concentration in Mathematics
Admissions
- Commonwealth of Massachusetts
Affiliations
- National Association of Estate Planners & Councils, Accredited Estate Planner® (AEP®)
- Boston Estate Planning Council, Leadership Development Committee, Co-Chair, 2022-Present, Vice Chair, 2021-2022; Board of Directors, 2018-2021; Officer Nominations Committee, 2018-2020; Board Nominations Committee, 2021-2022, 2018-2020; Budget & Finance Committee, 2019-2020; Sponsorship Committee Co-Chair, 2017-2018
- 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
- The Boston Foundation, Professional Advisors Network, 2018-2021
News & Insights
In The Media
Publications
- Basis Consistency Requirements, Boston Bar Association, October 9, 2015
Speaking Engagements
- "Trust & Estates Mid-Year Review", Boston Bar Association Virtual Webinar, January 17, 2024
- "Introduction to Irrevocable Trusts," Boston Bar Administration's Trusts & Estates Fundamentals Committee Webinar, January 19, 2022
- Coming in as a Successor Trustee – Releases and Best Practices, November 2, 2018
- Fixing Trusts: How Estate Planners, Fiduciaries & Litigators "Fix" Trusts, 10/23/2018
- Changing Trust Situs, March 26, 2018
- Touchy Topics of Engaging Counsel, the Privilege of Privilege, and Who Pays the Bill, February 7, 2018
- Trust Assets in Divorce – Trustees and Trust Advisors Beware, October 10, 2017
- Estate, Gift and GST Tax Basics for the New Estate Planner, Boston Bar Association, November 4, 2015 and November 28, 2016
- Trusts and Estates Mid-Year Review, January 23, 2015