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.

執業資格

發表篇章

會員身份

公開活動

State of Connecticut, 2013

State of New York, 2013

‘LexisNexis Practice Guide: Connecticut Probate and Estate Administration,’ 2019 Edition

SALT Deduction Cap Lives On,’ The Estate Planner - October 2, 2019, quoted

‘Income Taxation of Trusts in the US: Stay Tuned for Controversy,’ Trust Quarterly Review (STEP) - September 2019, co-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

‘The Kaestner Case and Surveying Recent Developments in Income Tax Jurisprudence,’ Wilmington Tax Group, Wilmington, Delaware - September 2019

‘Avoiding Fiduciary Litigation in the Age of Technological and Digital Transformation,’ Robins Kaplan LLP Wealth Planning, Administration, and Disputes Group, The Future of the Fiduciary - September 12, 2019, panelist

‘Post-Mortem Estate Planning Techniques: Income Tax Planning and Estate Tax Considerations,’ Strafford Publications Webinar - July 2019

個人簡介

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.

學歷背景


語言


  • English

加入年份


加入律所

2012
合夥人

2018

所獲表彰


Regularly works with...