Rob Vigoda focuses his own practice on high net worth families in areas such as estate planning, administration, and business succession for family-owned businesses. Rob has been recognized for his experience, imagination, and strong sense of service.
Rob represents some of the most financially successful entrepreneurs and families in the country. His proactive approach to identifying and implementing practical strategies has preserved after-tax wealth and ensured business continuation for many entrepreneurs and their families.
Rob has practiced estate planning, estate administration, and business succession law for over 35 years. Much of the planning Rob designs for high net worth families is with an eye towards future generations, so that the planning complements the family’s vision of the legacy it wishes leave behind. In this role Rob becomes a family confidant, for both the generation of wealth creators as well as multiple generations to follow.
A Chambers High Net Worth (HNW) source commented that Rob’s “experience is impressive,” adding: “I appreciate his results-oriented, but personable approach.” Another comments that “he handles sensitive issues with grace and tact.” And a market commentator adds that “Rob’s precision and application of trust and estates law is unmatched.”
Rob is an Accredited Estate Planner (AEP®), a prestigious designation awarded by the National Association of Estate Planners & Councils. Rob’s deep experience is further informed through a Master’s degree in Estate Planning. Also, because he is a member of the bar in Florida as well as Massachusetts, Rob routinely meets the ongoing needs of area “snowbirds” who become Florida residents while maintaining second homes on the Cape.
Rob was selected by the editors of Worth magazine as one of the “Top 100 Attorneys” in the country for three consecutive years.
Rob’s practice includes:
- Limited partnerships and limited liability companies for asset protection, investment, and wealth preservation purposes
- Strategic use of grantor retained annuity trusts (GRATs).
- Installment sale of appreciating assets to intentionally defective grantor trusts (IDGTs)
- Creation of Dynasty Trusts that avoid the rule against perpetuities and exempt trust assets from the generation-skipping transfer tax and estate tax in the estates of future generations of beneficiaries
- Sales of closely-held business interests in consideration for self-canceling installment notes (SCINs) or private annuities
- Life insurance planning, including employer and private split-dollar arrangements, irrevocable life insurance trusts (ILITs), and funding techniques that avoid gift taxes
- Charitable planning using retained interest trusts (charitable remainder unitrust and annuity trusts), charitable lead annuity trusts (CLATs), and private foundations
Recognition and Awards
- Listed, Best Lawyers New England – Trusts and Estates, 2021
- Listed, The Best Lawyers in America, Litigation – Trusts and Estates, Tax Law, Trusts and Estates, 2020-2022
- Chambers High Net Worth (HNW) guide, Private Wealth Law: Massachusetts, 2018-2019
- Martindale-Hubbell – rated AV® Preeminent 5.0 out of 5 (1989 to present)
- Boston magazine – Recognized as a “2010 Five Star Wealth Manager” in estate planning (2010)
- Super Lawyers – Recognized as a top estate planning lawyer in New England (2005-2013)
- Worth magazine – Recognized as one of the “Top 100 Attorneys in the U.S.” (2005-2007)
Professional and Community Involvement
- Current member and former trustee, Boston Estate Planning Council
- Member, American Bar Association
- Member, Florida Bar Association
- Member, Massachusetts Bar Association
- Member, Board of Trustees, Foundation for Metrowest
- Adjunct Professor, Law, Taxation and Financial Planning Department, Bentley College (2005–2007)
- Former Member, Board of Trustees and Chair, Development Committee, Temple Isaiah, Lexington, Mass.
Publications and Speaking Engagements
- Lecturer, Combined Bentley Tax Institute, Massachusetts Association of Public Accountants, and IRS seminars on recent developments in estate planning (1995–present)
- Faculty member, 3rd Annual Family & Closely Held Business Law Conference, MCLE (April 2010)
- Speaker, “Creative Estate Planning and Charitable Planning Techniques,” National Tax Institute (2007–2009)
- Panelist, “Trusts and Estates Year in Review,” Boston Bar Association
- Speaker, “How Do You Like Your GRATs: Rolling, Immunized, Graduated, or Deferred?,” Boston Probate and Estate Planning Forum (Sept. 2007)
- “Grantor Retained Annuity Trusts: An Effective Estate Planning Technique in Good and Bad Economic Times,” Estate Planning Fundamentals, Boston Bar Association (May 2007)
- Panel moderator, “Estate Tax Legislation: Past Years, the New Year, and the Future,” Boston Estate Planning Council (Jan. 2007)
- Co-author, “Proposed §2704 Treasury Regulations Jeopardize Valuation Discounts for Transfers of Family-Owned Entities,” (Sept. 16, 2016)
- Author, “Estate Planning Today: ATRAcadabra and the Magic of a Flexible Design,” Ballentine Bulletin (May 2014)
- Author, “Powers to Replace Trustees: A Key Element of (And Risk To) Dynasty Trusts,” Estate Planning (June 2008)
- Author, “Quick Action Can Beat Hikes in Estate Taxes,” Boston Business Journal, Vol. 12, No. 51 (Feb. 8, 1993)