Marissa Dungey

Partner

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.

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

’8 things you need to know about Connecticut’s new trust legislation,’ Withers article – December 2019 co-author"

New York State Bar Association

Connecticut Bar Association

Greenwich Bar Association

American Bar Association

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

‘Connecticut’s New ‘Uniform’ Trust Code,’ Fairfield County Bar Association - February 2020

‘Planning with Fund Interests’ J.P. Morgan Greenwich - February 2020

Educación


Idiomas


  • English

Fechas


Incorporación

2009
Socio

2016

Reconocimiento


Regularly works with...