Dennis Delaney

Dennis R. Delaney

Partner

  • 617-557-9722
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Dennis R. Delaney

Partner

  • 617-557-9722
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Practice Focus

Dennis Delaney is a partner and co-chairs the firm’s Private Client Group. With nearly 20 years of experience in complex estate planning, wealth management and tax planning, Dennis serves as trustee, executor and provides counsel to help families navigate through life’s many financial, legal and tax challenges. He is also a Managing Director at Hemenway Trust Company, a New Hampshire based private trust company that provides clients with access to that state’s favorable tax and trust laws.

Admitted to the bar in Massachusetts and New Hampshire, and as an ACTEC Fellow, Dennis provides sophisticated estate planning services for affluent individuals and families throughout the country. This includes business succession planning, preserving family lands, and charitable planning. In addition, clients rely on Dennis’s trusted counsel to enhance and protect their wealth and legacies in other ways, such as:

  • Perpetual dynasty trusts, quiet trusts, domestic asset protections trusts, pet trusts and directed trusts
  • Comprehensive asset protection programs
  • Income and estate tax minimization strategies, including expertise in migrating trusts to tax-free jurisdictions
  • Strategies for concentrated wealth holdings and unique assets
  • Amending irrevocable trusts, including non-judicial settlement agreements, modifications, and decanting assets from existing irrevocable trusts to newly created trusts

Representative Experience

  • Oversees business succession and estate planning for a family owning a $200 million private company.
  • Eliminated many millions of dollars in transfer taxes for clients by creating and administering dozens of grantor-retained annuity trusts.
  • Led several land protection projects throughout the country using a variety of sophisticated techniques to protect environmentally sensitive land from development, save millions of dollars in transfer taxes, and maximize after-tax values for owners and their families.
  • Created and administer private foundations, charitable lead trusts, and charitable remainder trusts involving tens of millions of dollars in funding.

Accolades

  • Named as a New England Super Lawyer
  • Fellow, American College of Trust and Estate Council (ACTEC)
  • Editor-in-Chief, Boston University Law Review
  • Recipient of Dr. John Ordronaux Prize from Boston University School of Law

Activities and Publications

Select Speaking Engagements

  • "Practical Drafting Issues and Decanting After Kraft - What are the implications for Massachusetts trusts?” (MCLE, January 21, 2015)
  • “Trust Situs: Where Should You Go and How Should You Move?” (Boston Bar Association, October 30, 2013)
  • “How Philanthropy Can Help Grow Your Business and Bottom Line" (Family Business Association, May 31, 2012)
  • "The Family Enterprise: One Family’s Story" (Executive Conference Center, Babson College, October 27, 2011)
  • "Managing the Complex Case of the Family Enterprise" (Family Firm Institute, October 14, 2011)
  • "Estate Administration and Post-Mortem Estate Planning" (MCLE, May 25, 2011)
  • "The Generation Skipping Transfer Tax in 2010 and Beyond" (Boston Probate Forum, December 1, 2010)
  • "Representing Estate and Trust Beneficiaries and Fiduciaries" (ALI-ABA, July 15, 2010)
  • "Trusts & Estates Year in Review" (Boston Bar Association, June 15, 2009)
  • "Qualified Personal Residence Trusts" MCLE (April 29, 2009)
  • "Nuts & Bolts of International Estate Planning" (Boston Bar Association, October 28, 2008)
  • "Trusts & Estates Mid-Year Review" (Boston Bar Association, December 16, 2007)
  • "Drafting Tax Allocation Clauses" (Boston Bar Association, June 22, 2006)

Community Involvement

  • Boys & Girls Club of Boston, Board of Trustees, Trustees Leadership Council and Planned Giving Advisory Committee
  • Sherborn Rural Land Foundation, Trustee
  • Alan Thayer Mudge Memorial Fund, Trustee
  • Boston Athletic Association, Member

Dennis Delaney’s Comments on Trends in the Trust Industry

“My job often addresses the nexus of many, often conflicting, challenges for my clients. They want to provide financial stability for descendants while keeping them motivated to lead engaged, productive lives. Much of their wealth consists of their family owned business; they want to reward children who help grow it, but also ensure that children who don’t work in it are treated fairly. They have a profound commitment to charitable giving and want to maximize their impact. They would like their vacation home to be enjoyed by future generations but don’t want their estate plan to create friction among family members. These issues are not easy, but nor are they new. For over 150 years we have helped generations of clients achieve their personal and family goals.”

Wealth Education for the Next Generation

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