James I. Dougherty

Partner

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.

Admissions

Publications

Memberships

Talks

State of Connecticut, 2013

State of New York, 2013

‘Tips from the Pros: We Didn’t Start the Fire - Turning New Laws into New Opportunities,’ Trusts and Estates Magazine - April 2020, author

The Art Market Adjusts: Alternate valuation dates for estates,’ Withers Insight - April 1, 2020, co-author

‘Tips from the Pros: Focus on ‘Fair’ Value, Discard ‘Discounts’ from the Planner’s Dictionary,’ Trusts and Estates Magazine - February 2020, author

Wealth Management Trusts & Estates Advisory Board, member

Connecticut Bar Association, Executive Committee, Connecticut Bar Association, Estates & Probate Section

Greenwich Bar Association

American Bar Association, Section of Real Property, Trust & Estate Law Section Non-Tax Issues Affecting Planning and Administration of Estates Group, Vice-chair

New York State Bar Association

‘Valuable Valuation Developments for Closely Held Businesses,’ American Bar Association’s Real Property Trust & Estate Law 2020 National CLE Conference - May 14, 2020, speaker

‘Probate Strategies When Non-Resident/Non-Citizen Decedents Own US Assets: Legal, Tax, and Practical Issues,’ Strafford Webinar - April 28, 2020

‘Recent Federal and Connecticut Tax Developments That Impact Connecticut Estate Planners,’ Estate and Probate Section of the Connecticut Bar Association, Orange , CT - March 2020

En resumen sobre mí

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.

Educación


Idiomas


  • English

Fechas


Incorporación

2012
Socio

2018

Reconocimiento


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