Partner
Nancy E. Dempze
Nancy Dempze serves as a professional trustee, executor and estate planner for individuals and families.
Practice Focus
Nancy Dempze serves as a professional trustee, executor and estate planner for individuals and families. Nancy also represents nonprofits 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 her clients' 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
Nancy's training and experience as an oncology nurse, leadership in land conservation work, and service on nonprofit boards have made her more sensitive to the needs and perspectives of her clients.