Marissa Dungey

Partner | Greenwich, New Haven, New York

Marissa is a partner in our private client and tax team.

Her practice focuses on transfer tax planning, estate planning and trust structuring for wealthy individuals and their families. Marissa works with individuals and their advisors to develop and implement sophisticated planning strategies designed to minimize gift, estate and generation-skipping transfer taxes with trust planning optimized to achieve the individual’s tax and non-tax goals, including creditor protection, charitable giving and income tax efficiency. Marissa regularly advises on planning with complex assets including interests in hedge funds, private equity funds and family businesses. She also advises on estate and trust administration matters, including adapting existing trusts to improve their tax efficiency and utility.

Marissa frequently speaks to national audiences on a breadth of topics within wealth planning, including transfer taxes, income taxation of trusts, planning with fund interests and the gift and estate tax implications of Chapter 14 relevant to business interests.

Secretary Stacy Mathai

Track record

Admissions

Publications

Memberships

Talks

Connecticut SuperLawyers Rising Star 2016-2018

ACTEC Young Leader for the Real Property, Trust and Estate Law Section of the American Bar Association, Class of 2016-2018

Co-Head of US Learning & Development

State of Connecticut, 2009

State of New York, 2010

‘The Practitioner’s Comprehensive Guide to Estate Planning After Comprehensive Federal and Connecticut Tax Reform,’ Connecticut Bar Association, Estates & Probate Newsletter - August 2018, co-author

‘Retirement Planning: Should an FLP be Dissolved Due to Changes in Estate Taxes?’ Arizona Daily Star, Connecticut Post, The Mercury News, Union Leader - September 20, 2018, quoted

‘How to Maximize the Increased Transfer Tax Exemptions,’ __ Withers article - February 21, 2018, co-author

New York State Bar Association

Connecticut Bar Association

Greenwich Bar Association

American Bar Association

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,’ Columbia University Business School Family Business Management, November 2018

‘Planning with a Family Business: Beyond the Estate Tax’, ABA RPTE eCLE, October 2018

‘Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders’, Strafford, September 2018

Education


Languages


  • English

Dates


Joined

2009
Partner

2016

Recognition


Greenwich

1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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New Haven

157 Church Street,

CT 06510-2100

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New York

430 Park Avenue,

10th Floor,

NY 10022-3505

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Regularly works with...