Jeffrey W. Roberts

Jeffrey W. Roberts is a partner in the Trusts and Estates Department. His broad-based practice consists of estate planning for high net worth individuals; acting as counsel to executors, trustees and conservators; advising on tax planning and charitable giving; and negotiating prenuptial agreements.

Jeff regularly advises clients on strategies to leverage transfers to future generations, including qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs), charitable lead trusts (CLUTs and CLATs), family LLCs and sales to defective grantor trusts (IDGTs).

He also has represented clients in a wide variety of matters in the Massachusetts probate court including reformation of trusts, complaints for instruction, declaratory judgments and will contests. Jeff serves as a trustee of numerous private trusts and participates in the management of investments.

Jeff is a member of the Boston Bar Association and the Boston Estate Planning Council. He also is a contributing author of the Massachusetts Probate Manual (MCLE 2012).