Susan A. Robb


F: (617) 607 6021
Overview Insights Education and Credentials


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

Suffolk University Law School, J.D.
Hamilton College, B.A., Concentration in Mathematics
Commonwealth of Massachusetts
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