Susan A. Robb

/My focus

I work with families to achieve their estate, income tax, business succession, philanthropic, and multi-generational wealth transfer goals. I enjoy building long-term relationships with clients and their advisors, and I focus on implementing clients’ plans with minimal disruption to family dynamics.

/Looking ahead

I monitor pending and newly enacted legislation at the federal and state levels and am a frequent speaker on public policy topics of interest to trusts and estates practitioners. I am currently talking to clients about recent changes to the federal and Massachusetts estate tax exemption amounts. I am also following proposed Massachusetts legislation concerning decanting, digital assets, durable powers of attorney, and the Massachusetts Uniform Trust Code.

/Insights

Presentations

• “Public Policy Issues Impacting Trusts & Estates Practitioners,” The Real Estate Bar Association for Massachusetts, October 2, 2025
• “Trusts and Estates Year in Review,” Boston Bar Association, June 24, 2025
• “Trusts and Estates Mid-Year Review,” Boston Bar Association, January 30, 2025; January 17, 2024; and January 23, 2015
• “Introduction to Irrevocable Trusts,” Boston Bar Association, January 6, 2022
• “Coming in as a Successor Trustee—Releases and Best Practices,” Boston Bar Association, November 2, 2018
• “Fixing Trusts: How Estate Planners, Fiduciaries & Litigators ‘Fix’ Trusts,” Boston Bar Association, October 23, 2018
• “Changing Trust Situs,” MCLE, 19th Annual Estate Planning Conference, March 26, 2018
• “Touchy Topics of Engaging Counsel, the Privilege of Privilege, and Who Pays the Bill,” Boston Bar Association, February 7, 2018
• “Trust Assets in Divorce—Trustees and Trust Advisors Beware,” Boston Bar Association, October 10, 2017
• “Estate, Gift and GST Tax Basics for the New Estate Planner,” Boston Bar Association, November 28, 2016, and November 4, 2015
  Basics of Charitable Lead Trusts, Trusts & Estates Consortium, October 25, 2016