Marissa Dungey

Partner | New York, Greenwich

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-Chair of the Business Investment Entities Committee for the Real Property, Trust & Estate Law Section of the American Bar Association (2018 - present)

State of Connecticut, 2009

State of New York, 2010

‘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

‘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

New York State Bar Association

Connecticut Bar Association

Greenwich Bar Association

American Bar Association

‘Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders,’ Strafford Webinar - September 2019

‘Planning the Estate Multijurisdictional Estate Planning with a Family Business,’ guest lecture at Columbia University Business School - July 2019

‘Drafting Considerations for Estate and Trust Planning’, ABA RPTE Skills Training Program, Columbia, South Carolina - July 2019

Education


Languages


  • English

Dates


Joined

2009
Partner

2016

Recognition


New York

430 Park Avenue,

10th Floor,

NY 10022-3505

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Greenwich

1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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Regularly works with...