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Marcy Robinson Dembs

Partner

"My goal is to demystify estate planning so my clients are informed and feel comfortable with the choices they make for themselves and their families."

Overview

Biography

Marcy serves as Barclay Damon’s Trusts & Estates Practice Area co-chair. With over 32 years of experience, Marcy primarily concentrates her practice on estate planning, trust and estates administration, and estate-related litigation, with a special interest in supplemental-needs trusts and the representative needs of individuals with disabilities. She practices throughout Central New York while maintaining a large presence in the North Country.

From litigating assets wrongly removed from an estate by an agent using a power of attorney to assisting business owners with succession planning and transfers, Marcy’s goal is to educate her clients and help them make informed decisions regarding estate and business plans. Marcy also uses her knowledge and insights to help clients take better advantage of federal and state estate-tax laws.

Bar Associations

  • Florida Bar Association
  • Jefferson County Bar Association
  • New York State Bar Association
  • Onondaga County Bar Association

Selected Memberships & Affiliations

  • Barclay Damon Women’s Forum
  • National Academy of Elder Law Attorneys
  • United Way of Central New York –Women United
Experience

Representative Experience

  • Routinely represents estate-planning needs of noncitizens, addressing unique estate- and gift-tax ramifications of status.
  • Successfully used constructive trust theory to recover life insurance proceeds wrongly diverted from a decedent’s children to the surviving spouse in violation of the children’s mother’s separation agreement with the decedent.
  • Successfully litigated to replace a trustee based on breach of fiduciary duty for lack of diversification of portfolio and excessive fees.
  • Created and funded numerous supplemental needs trusts in wills. Used post mortem judicial reformation and pursuant to regulations for inter vivos trusts to position adults with disabilities to qualify for critically needed governmental medical assistance.
  • Successfully defended a will contest by the decedent’s immediate family in favor of the will beneficiaries in litigation involving the choice of law principals and complex issues of proof.

Prior Experience

  • Hiscock & Barclay, LLP, Partner
  • Menter, Rudin & Trivelpiece, P.C., Shareholder

Selected Community Activities

  • United Way of Central New York, Leadership Development Committee Member
  • Huntington Family Centers, Former Board Member and Chair
  • Clayton Antique Boat Museum, Former Trustee
  • Planned Parenthood of the Rochester/Syracuse Region, Former Board Member

Selected Honors

  • Selected to Super Lawyers Upstate New York: Estate and Probate, 2014-2019
  • Selected to Super Lawyers Upstate New York: Business/Corporate, 2009-2013
Knowledge

Selected Speaking Engagements

Selected Publications & Media

Featured Media

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