Nancy E. Dempze

Partner

  • d 617-557-9726
  • 60 State Street
  • Boston, MA 02109

Practice Focus

Nancy Dempze serves as a professional trustee, executor and estate planner for individuals and families. Nancy also represents non-profits in connection with planned giving and development.  Nancy helps clients develop and implement tax-efficient, wealth-transfer strategies for a variety of complex assets in ways that are consistent with client's overall goals and values.  Her counsel includes:

  • Developing tax efficient wealth transfer strategies for family businesses, concentrated stock positions, private equity and hedge fund interests and art and other collectibles
  • Planning for family lands, including trusts, QPRTs, family LLCs and conservation easements
  • Charitable giving including charitable trusts, foundations and gift agreements
  • Inter-family loans
  • Gifting strategies including trusts, GRATs, sales to IDGTs, and gifts for tuition and health care
  • Estate plans and special needs trusts for incapacitated or disabled individuals
  • Administration of estates of varying sizes, including large, complex estates
  • Prenuptial agreements
  • Guardianships and conservatorships

Her training and experience as an oncology nurse, leadership in land conservation work, and service on nonprofit boards has made Nancy more sensitive to the needs and perspectives of her clients.

Activities and Publications

A frequent lecturer, publisher and leader on issues important to the practice and her clients, Nancy’s service includes:

  • American College of Trust and Estate Counsel (ACTEC) Massachusetts Committee Member
  • Boston Bar Association, past Co-Chair of Trust and Estates Section, Pro Bono Committee, Trust and Estates Section, and New Developments Committee
  • Boston Probate and Estate Planning Forum, former Moderator and Program Chair
  • Presenter on estate planning and charitable giving for the American College of Trust and Estate Counsel (ACTEC), Massachusetts Continuing Legal Education, the Federal Tax Institute and the Boston Bar Association
  • Current author of the Massachusetts Probate Manual chapter on duties and liabilities of a personal representative, a chapter on taxation law and conservation gifts in the MCLE publication Massachusetts Environmental Law and a chapter on charitable giving in the textbook Practical Estate Planning

Community Involvement

Nancy is active in her community, Westwood, and in organizations across Massachusetts. Recent involvement includes:

  • Trustee, Boston Museum of Science, Vice Chair of its Planned Giving Committee, Chair Washburn Society
  • Trustee, Old Sturbridge Village
  • Trustee, Manomet Center for Conservation Sciences
  • Past President and current Vice President, Westwood Land Trust
  • Trustee, Youk’s Kids (founded by Kevin Youkilis)

 

Nancy E. Dempze Partner