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.
- 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.
- Middlebury College, B.A., 1980
- Syracuse University College of Law, J.D., magna cum laude, 1985
- New York
- U.S. District Court, Northern District of New York
- Jefferson County Bar Association
- Onondaga County Bar Association
- New York State Bar Association
- National Academy of Elder Law Attorneys
- 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
- "Sexual Harassment in the Workplace," WWNY Interview, January 8, 2018
- "Getting Rid of NY State's Income Tax," WWNY Interview, January 4, 2018
- "Ad Pushes Stefanik to Vote for Tax Reform," WWNY Interview, November 14, 2017
- "Pros and Cons of GOP Tax Bill," WWNY Interview, November 6, 2017
- "Trusts for Pets," WWNY Interview, August 7, 2017
- "Elder Abuse," WWNY Interview, June 5, 2017
- "Spouses, Medicaid & Responsibility," April 3, 2017
- "Legal Tips for Moving Out of New York," February 6, 2017
- Farm Credit Tax Specialist Seminar, July 19, 2012
- UBS Estate Planning and Elder Care Seminar, June 20, 2012
- Financial Fitness, WCNY, March 8, 2012
- Selected to Super Lawyers Upstate New York: Estate and Probate, 2014-2018
- Selected to Super Lawyers Upstate New York: Business/Corporate, 2009-2013
- Hiscock & Barclay, LLP, Partner
- Menter, Rudin & Trivelpiece, Shareholder, Trust & Estate Planning and Administration