Founding Partner
Location: Needham, Massachusetts
Phone: 781-239-8900
Fax: 781-239-8909
E-mail: rarone@oarlawyers.com
Robert L. Arone is a partner at Orsi Arone Rothenberg Turner, LLP, concentrating in the areas of Estate Planning, Estate and Trust Administration, and Business Succession Planning. Rob works with high-net worth individuals, families, and privately held businesses.
Rob holds the designation of Accredited Estate Planner (AEP), awarded by the National Association of Estate Planners and Councils. This designation recognizes a graduate level specialization in estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
Prior to starting his current firm, Rob was an attorney at a Boston Trust & Estate boutique firm in the estate planning department. Rob also was a personal advisor at Ernst & Young, LLP in Boston in their Family Wealth Planning group concentrating in the areas of estate, financial, and tax planning.
Before his work at Ernst & Young, Rob was a practicing Certified Public Accountant (CPA).
Areas of Practice
- Estate Planning
- Estate & Trust Administration
- Estate & Gift Tax Planning
- Business Law
- Elder Law
- Trust & Fiduciary Services
- Fiduciary Litigation
Education
- MASTER OF LAWS (LL.M) IN TAXATION, BOSTON UNIVERSITY SCHOOL OF LAW
- JURIS DOCTOR (JD), SUFFOLK UNIVERSITY SCHOOL OF LAW
- BACHELOR OF SCIENCE (BS) IN BUSINESS ADMINISTRATION (MAGNA CUM LAUDE), NORWICH UNIVERSITY, MAJOR – ACCOUNTING
Honors and Awards
- Awarded Accredited Estate Planner (AEP) designation by the National Association of Estate Planners and Councils
- Five-star Wealth Manager published in Boston Magazine
- Massachusetts Rising Star and Massachusetts Super Lawyer published in Boston Magazine
- Rated 9.9/10 “Superb” on Avvo.com’s Legal Review website.
Professional and Community Involvement
- Boston Estate Planning Council
- Massachusetts Bar Association
- American Bar Association
- Cape Cod Estate Planning Council
Publications and Speaking Engagements
- Presented at many estate planning seminars/conferences
- Co-author: Massachusetts Continuing Legal Education (MCLE) on Life Insurance
