James R. Brockway

Of Counsel | New Haven

James is of counsel in the private client and tax team.

His practice is global in scope with particular emphasis on offshore trust planning, planning for non-US individuals and foreign assets, family investment and business planning, family offices, inbound and outbound business transactions and income and transfer tax planning.

James advises on corporate and partnership tax planning for closely held businesses, investment entities and funds management entities, mergers and acquisitions and insurance and derivatives investment tax planning.

He has lectured before numerous professional groups on partnership, estate tax, life insurance and foreign investment planning issues and has written articles for professional journals and newsletters on various tax topics.

Secretary Elizabeth OBryan

‘‘

I was really impressed with his knowledge and with his approach to the clients, and I really enjoyed working with him on the matter. He really sticks out in my mind.

Chambers HNW 2016, Connecticut
‘‘

A real leader of the firm. He not only serves clients but he helps so many of the other partners in terms of his creativity, imagination and knowledge of the law.

Chambers HNW 2016, Connecticut

Admissions

Publications

Memberships

Talks

State of Maryland, 1976

State of Connecticut, 1979

Registered Foreign Lawyer in the UK, 2002

Washington DC, 2004

State of New York, 2005

‘The "new" alternative minimum tax,’”:“https://www.withersworldwide.com/en-gb/the-new-alternative-minimum-tax Withersworldwide.com - February 13, 2018, co-author”“:https://www.withersworldwide.com/en-gb/single-family-office-operations-2018-recent-case-law-and-coordination-with-legislative-developments

Society of Trust and Estate Practitioners

New York State Bar Association

Connecticut Bar Association

American Bar Association

‘Structuring and Planning for Non-Traditional Investments Using Life Insurance,’

‘The New Tax Law: What Estate Planners and Wealth Professionals Should Know,’ Trusts & Estates Webinar - January 2018, presenter

‘The Tax Cuts and Jobs Act - How estate planners and wealth management professionals can prepare for year-end and beyond,’ Trusts & Estates Webinar - November 2017, presenter

Education


Languages


  • English

Dates


Joined

1979

Recognition


New Haven

157 Church Street,

CT 06510-2100

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