James R. Brockway

Partner | New Haven

James is a partner 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

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He is most creative person I have ever met. He is so talented, everyone goes to him.

Chambers HNW 2018, USA
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He is very practical – you don’t get a textbook answer but a real-world application of the solution. It is a good-quality answer.

Chambers HNW 2018, USA
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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
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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
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He is a brilliant guy and one of the smartest lawyers I have ever met.

Chambers HNW 2019, Connecticut
‘‘

He is very strong on estate, income and international planning. He knows everything about everything and luminaries in the field call him to pick his brain.

Chambers HNW 2019, 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

‘Clearing up confusion with opportunity zone investments,’ GlobeSt.com - February 25, 2019, quoted

‘Practitioners expect lenience on opportunity fund death benefits,’ Tax Notes - November 27, 2018, quoted

‘Window of opportunity with opportunity zones: Top 10 takeaways,’ __ Bloomberg BNA - November 15, 2018, co-author

Society of Trust and Estate Practitioners

New York State Bar Association

Connecticut Bar Association

American Bar Association

‘Tax Implications of International Expansion,’ Accounting & Finance Show, New York - July 2019, co-presenter

‘Cross-Revenue Compliant Insurance Solutions,’ 2019 Private Placement and Variable Annuities Forum - June 2019, presenter

‘Loss Utilization Planning After the 2017 Tax Act,’ Clear Law Institute - April 2019, co-presenter

Education


Languages


  • English

Dates


Joined

1979

Recognition


New Haven

157 Church Street,

CT 06510-2100

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