Barclay Damon
Barclay Damon

Marcy Robinson Dembs

Marcy Robinson Dembs

Partner

p: 315.425.2740

f: 315.703.7389

icon_email mdembs@barclaydamon.com
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Syracuse Office

Barclay Damon Tower
125 East Jefferson Street
Syracuse, New York 13202

Watertown Office

22632 Summit Drive
Watertown, New York 13601

Marcy focuses her practice in the areas of estate planning, trust and estate administration, and estate-related litigation with a special interest in supplemental needs trusts and the representative needs ofindividuals with disabilities. Marcy has been practicing for over 30 years throughout Central New York while maintaining a large presence in the North Country, furthering her commitment to families and business owners in New York. Marcy serves as a Trusts & Estates Practice Area co-chair.

In addition to practicing in New York, Marcy is also admitted to practice in Florida and uses her insights to help clients take better advantage of estate tax laws. Marcy frequently speaks before groups of professionals, including state bar attorneys, certified public accountants, financial planners, and not-for-profit administrators who serve individuals with disabilities and their families. She also has offered legal insight on several CNY television programs such as WWNY’s Noon Newscast and WCNY’s Financial Fitness.

From litigating assets wrongly removed from an estate by an agent using a power of attorney to assisting farmers and business owners with succession planning and transfers, Marcy’s goal is to listen well and educate her clients so they can make informed decisions regarding their estate and business plans.

Marcy is a strong supporter of the firm's Women's Forum. As a mother of two who has practiced since 1985, she has seen firsthand the importance of an effort dedicated to support women and help them find balance in their family lives and work.

Representative Experience

  • 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.
  • Routinely represents estate planning needs of non-citizens addressing unique estate and gift tax ramifications of their status.

Practice Areas

Education

  • Middlebury College, B.A., 1980
  • Syracuse University College of Law, J.D., magna cum laude, 1985

Admitted To Practice

  • New York
  • Florida

Courts

  • U.S. District Court, Northern District of New York

Memberships & Affiliations

  • Jefferson County Bar Association
  • Onondaga County Bar Association
  • New York State Bar Association
  • National Academy of Elder Law Attorneys

Civic Activities

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

Speaking & Publications

Honors

  • Selected to Super Lawyers Upstate New York: Estate and Probate, 2014-2018
  • Selected to Super Lawyers Upstate New York: Business/Corporate, 2009-2013

Prior Experience

  • Hiscock & Barclay, LLP, Partner
  • Menter, Rudin & Trivelpiece, Shareholder, Trust & Estate Planning and Administration