Photo of Jason Port
Jason J. Port
Of Counsel, Trusts and Estates Department
300 TradeCenter
Suite 7000
Woburn, MA 01801

Jason is Of Counsel with the Trusts & Estates Group at McLane Middleton. Jason has over 15 years of experience working with high net worth individuals and families to grow and protect their estates by representing them in all aspects of estate planning, charitable planning, and estate and trust administration. Jason concentrates his practice in sophisticated estate planning, including the implementation and administration of tax strategies, trusts and alternative strategies for high income and high net worth individuals, families, executives and business owners, as well as strategies involving asset protection and wealth preservation. He has particular experience in designing comprehensive estate plans to achieve clients’ goals including revocable and irrevocable trusts, and helping clients to reach their philanthropic aims through private foundations and charitable trusts. Jason also specializes in auditing tax exposure and implementing tax minimization strategies and financial protection plans for both individuals and families. Prior to this position, Jason held roles providing fiduciary, trust, estate, tax, legal, risk oversight, planning and management.  Such roles included serving both in-house for large trust company divisions at an investment management firm and national bank, as well as law firms.

Following law school and working in large law firms as a paralegal, Jason began in private practice at a well-respected law firm in Massachusetts focusing on complex estate, trust, tax, and wealth planning and administration. Jason further assisted clients with tax issues, probate & fiduciary litigation, real estate issues within trust and estate relationships, asset titling and ownership, and the formation, governance, ownership, and operation of pass-through, for-profit, and non-profit entities.

Jason received his J.D. from Suffolk University Law School and his B.S. from Saint Joseph’s University (PA). In addition, Jason holds the Certified Private Wealth Advisor® certification.

Areas of Focus

  • Asset Protection and Wealth Preservation
  • Estate and Tax Planning
  • Trust and Estate Administration
  • Taxation
  • Business Succession Planning
  • Non-Profit and Charitable Planning
  • Probate Litigation


  • Massachusetts
  • Vermont


Leadership Worcester
Rising Star by Boston Magazine and Law & Politics
2013 - 2016
Worcester "40 Under 40"


  • Conservation Commissioner, Town of Shrewsbury, Massachusetts

Publications and Presentations


  • Drafting Wills and Trusts in Massachusetts, Publishing Clause and Ultimate Disposition, MCLE, November 2022
  • Preserving and Transforming Your Client’s Principal Residence; Transferring the Home to a Revocable Trust, MCLE, July 2014


  • Protecting Assets While Qualifying in Medicaid, National Business Institute, November, 2016
  • Revocable Living Trusts from Start to Finish, National Business Institute, October, 2016
  • Cutting Edge Issues in Central Massachusetts Estate Planning, MCLE – Presentation, February 2015 – 2016
  • The Probate Process from Start to Finish, National Business Institute, October 2015
  • Elder Law Month Presenter, Massachusetts Bar Association, May 2013 – 2015
  • Preserving and Transforming Your Client’s Principal Residence, MCLE, July 2014


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