Geoffrey M. Mason

Partner

Geoffrey M. Mason

Partner

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Geoff Mason joined Ropes & Gray in 2005, and is a partner in the private client group. Geoff focuses his practice on estate planning, trust administration and charitable gift planning. Geoff works closely with a number of high net worth clients, including entrepreneurs, corporate executives and private equity and venture capital principals, to develop and implement estate and gift plans that meet their personal and financial goals in a tax-efficient manner. Geoff also serves as trustee of many family trusts, and advises trustees and beneficiaries in connection with investment, tax and fiduciary matters. Geoff’s charitable practice consists of advising trust companies and major non-profit organizations with respect to charitable trust administration and planned giving.

Ropes & Gray Names 15 New Partners in Eight Offices Worldwide

Ropes & Gray proudly announces that 15 attorneys have been named partners of the firm, effective November 1. In addition, the firm named one attorney as counsel. Based in eight of the firm’s offices, including London, Hong Kong ...

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  • JD, cum laude, New York University School of Law, 2005; Robert McKay Scholar
  • BA (Economics), with Honors, Colby College, 2000

Qualifications

  • Massachusetts, 2005
  • American Bar Association
  • Boston Bar Association, member of the Trusts and Estates Steering Committee and co-chair of the Estate Planning Fundamentals Committee

Experience

  • Represented founder and executive of major technology company in estate, gift and charitable planning matters from early stages of company through IPO.
  • Assisted with the development and implementation of plan to transfer ownership of privately-held company to second and subsequent generations over several years.
  • Worked with donor to develop a $20 million charitable commitment to a university, including outright gifts, charitable remainder trusts and charitable lead trusts.
  • Represents State Street Global Advisors’ Charitable Asset Management Group in connection with their administration of charitable trusts and gift annuity programs. 
  • Developed and implemented gift program, including taxable gifts and GRATs, for owner of large, privately-held company.

Presentations

Publications

Presentations

  • Co-presenter, “2017 Tax Reform/Charitable Planning Update,” State Street Global Advisors Charitable Asset Management 2018 Gift Planning Conference (April 10, 2018) 
  • Co-presenter, “Marital Estate Planning in the Trump Era,” Massachusetts Continuing Legal Education, Inc. (June 13, 2017)
  • “Practical v. Legal Issues in Estate Settlement – How to Optimize Your Organization’s Yield,” Planned Giving Group of New England (March 2015) (co-presenter with Bob Barr, St. Paul’s School)
  • “The Fundamentals of Gift Planning,” MCLE 16th Annual Estate Planning Conference (January 2015)
  • “Discussing Professor Pennell’s Keynote Address,” MCLE 16th Annual Estate Planning Conference (January 2015)
  • “Recent Tax Law Developments in Charitable Planning,” SSgA Charitable Asset Management Conference (April 2014)
  • “Estate Planning Case Studies – Traps for the Unwary,” MCLE 15th Annual Estate Planning Conference (January 2014)
  • “Discussing Professor Pennell’s Keynote Address,” MCLE 15th Annual Estate Planning Conference (January 2014)
  • “Incorporating Portability in Estate Planning,” MCL (May 2013)
  • “Demystifying Sophisticated Planning Techniques,” MCLE 14th Annual Estate Planning Conference (January 2013)
  • “Getting the Big Planning Picture,” MCLE 14th Annual Estate Planning Conference (January 2013)
  • “Beyond Cash and Marketable Securities – Issues Presented in Funding CRTs,” SSgA Charitable Asset Management Conference (April 2013)
  • “Discussing Professor Pennell’s Keynote Address,” MCLE 14th Annual Estate Planning Conference (January 2013)
  • “Estate, Gift and GST Tax Basics for the New Estate Planner,” Boston Bar Association (October 2012)
  • “Charitable Lead Trusts: Revisiting a Wealth Transfer Workhorse ,” SSgA Charitable Asset Management Conference (April 2012)
  • “Estate, Gift and GST Tax Basics for the New Estate Planner,” Boston Bar Association (October 2011)
  • “The 2010 Tax Act: Implications for Charitable Gift Planning,” SSgA Charitable Asset Management Conference (April 2011)
  • “Tax Updates from Washington and Other Recent Developments in Charitable Planning,”  SSgA Charitable Asset Management Conference (April 2010)
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