Nina T. Dow

Associate

Nina’s passion for trusts and estates law is driven by the client-centric nature of estate planning and the challenge of helping people reach their unique objectives in a tax-efficient manner. She concentrates her practice in estate and tax planning, including charitable giving, special needs planning, probate/estate administration, and the preparation of estate and gift tax returns.  Nina strives to empower clients by helping them understand the law.

A large part of Nina’ tax work involves working closely with families to prepare estate tax returns for estates that are valued at more than $ 1million. Her creative and strategic approach to estate taxation brings the best result possible for estate and trust beneficiaries.

Should a case involve the probate courts, Nina thrives on handling the complexity of estate administration in a timely fashion. Sensitive to the experiences related to the loss of a family member, she settles the deceased’s affairs in a way that prevents added stress for the clients.

For her dedication to her profession, Nina was honored as a 2019 and 2020 Super Lawyers “Rising Star.”

Nina is a frequent speaker and author on various trusts and estates topics. She is known for spotting estate planning issues that come up in pop culture such as movies and shows and then writes about them in the Mountain Dearborn blog.

Representative Experience

  • Drafts new estate plans including wills, living trusts, health care proxies, and durable powers of attorney
  • Amends estate plans, including modifying irrevocable trusts without court approval by drafting nonjudicial settlement agreements
  • Handles asset protection planning by creating trusts for people with special needs
  • Crafts trust amendments to living trusts
  • Undertakes estate tax planning using living trusts to minimize and defer payment of the Massachusetts estate tax through lifetime and post-mortem planning
  • Facilitates estate planning involving high value retirement plans
  • Employs estate value freezing techniques such as qualified personal residence trusts
  • Establishes educational and gifting trusts for minors
  • Manages estate and gift tax returns and strategically prepares federal and Massachusetts estate tax returns
  • Files tax returns for transactions by gift
  • Oversees estate administration, including filing all kinds of probate for estates of all values

Affiliations

  • Worcester County Bar Association; Tax, Trusts and Estates Section
  • Massachusetts Bar Association; Tax Law Section
  • Trusts & Estates Consortium
  • National Academy for Elder Law Attorneys (NAELA)
  • Estate and Business Planning Council of Worcester County
  • Community Foundation of North Central Massachusetts, Professional Advisory Committee
  • Notre Dame Academy, Alumnae Committee, Marketing and Development Committee

Publications & Talks

  • “The Hide and Seek of Creditors & Debtors: Examining the Effectiveness of Domestic Asset Protection Trusts for the Massachusetts Settlor”, 27:2 QUINNIPIAC PROB. L. J. 169 (2014)
Nina T. Dow

Practice Areas

Bar Admissions

  • Massachusetts Supreme Judicial Court, 2012

  • New Hampshire Supreme Court, 2014

Education

  • Boston University School of Law, LLM, Taxation, 2013

  • Suffolk University Law School, JD, cum laude, 2012; Journal of High Technology, (Member 2011-2012)

  • Emerson College, BS, 2004