James I. Dougherty

Partner | Greenwich, New Haven

James is a partner in the private client and tax team.

He assists executors and beneficiaries alike through all aspects of the estate administration process including probate, contested estates, contentious trust litigation, tax, and post-mortem estate planning issues. His practice also includes working with affluent individuals in the development and implementation of sophisticated planning techniques to help them accumulate, preserve, and transfer their wealth.

In addition to helping clients navigate through complex estate matters and identifying planning opportunities, James is a frequent author and speaker, nationally and internationally, on estate, trust, tax, and probate matters.

His efforts and contributions to the field have been recognized as he was named as Trusts & Estates Fellow for the Real Property, Trust & Estate Law Section of the American Bar Association for 2016-2018, a Young Leader for the American College of Trust and Estate Counsel for 2018-2020 and a finalist for the Society of Trust and Estate Practitioners (STEP) Young Practitioner of the Year Award.

Secretary Elizabeth Brencher

Admissions

Publications

Memberships

Talks

State of Connecticut, 2013

State of New York, 2013

‘Third Installment of the Turner Trilogy’ WealthManagement.com - December 5, 2018

‘Marvel’s Stan Lee Dead at 95. Is it Clobberin’ Time?’ __ WealthManagement.com - November 12, 2018

‘Financial Concerns When The Wealthy Will Regularly Be Living Past 100,’’Financial%20Concerns%20When%20The%20Wealthy%20Will%20Regularly%20Be%20Living%20Past%20100,‘Forbes - November 8, 2018, quoted

Wealth Management Trusts & Estates Advisory Board, member

Connecticut Bar Association

Greenwich Bar Association

American Bar Association

New York Bar Association

‘Tax Apportionment in Wills and Estate Documents: Allocating Wealth Transfer Taxes Among Beneficiaries,’ Strafford Publications Webinar - December 2018

‘Business Succession and Valuation in Decedents’ Estates,’ Connecticut Probate Assembly Meeting: Continuing Education Program - November 2018

‘Can the IRS Have Their Cahill and Eat Yours Two,’ ABA Section of Taxation, 2018 Fall Tax Meeting, Atlanta, GA - October 2018

Me in a minute

To me there is no greater professional satisfaction than building a deep connection with a family

I have had a lifelong involvement and passion for probate, tax, trust, and estate issues. I am a fourth generation attorney and have the privilege of carrying on a family tradition of building relationships and representing families which began in my hometown of Greenwich, Connecticut in 1930. What I learned growing up around the law is that while a good reputation and comprehensive skill set takes years to develop, it is only developed by giving everything you have each day. To me there is no greater professional satisfaction than building a deep connection with a family where I am there to help them plan for the future and be there to provide comfort, support, and confidence during difficult times.

Education


Languages


  • English

Dates


Joined

2012
Partner

2018

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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