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Marissa Dungey
About Marissa
Biography
Marissa focuses on transfer tax planning and estate planning for high net worth individuals and their families. Marissa works with individuals and their advisors to develop and implement sophisticated planning techniques designed to minimize gift, estate and generation-skipping transfer taxes and provide optimal trust planning to achieve the individual's goals, creditor protection and income tax savings. Marissa's practice also includes charitable planning and business succession.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Wyoming for < 1 year
State: Wyoming
Acquired: 2025
No misconduct found
Licensed in New York for 15 years
State: New York
Acquired: 2010
No misconduct found
Licensed in Connecticut for 16 years
State: Connecticut
Acquired: 2009
No misconduct found
Location
Withers Bergman LLP
157 Church Street, New Haven, CT, 06510-2100
Withers Bergman LLP
660 Steamboat Road, Greenwich, CT, 06830
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James Dougherty
General practice lawyer
Experience
Work Experience
2009 - Present
Attorney, Withers Bergman, LLP
Associations
2014 - Present
Greenwich Bar Association
2014 - Present
American Bar Association, Real Property, Trust and Estate Law Section2014-2016 Trusts & Estates Fellow
2013 - Present
Connecticut Bar Association, Pro Bono CommitteeCommittee Member
2010 - Present
New York State Bar Association
2009 - Present
Connecticut Bar Association
Education
2004
New York University
BA - Bachelor of Arts
N/A
Boston College Law School
JD
Speaking Engagements
2014
Professional Advisors Network & Learn
Wealth Transfer Planning for Fund Carried Interests and Related Chapter 14 Implications
2014
Advanced Estate and Trust Administration
Tax Planning and Reporting
2014
Advanced Estate and Trust Administration
Post-Mortem Trust Administration
Publications
2014
2014
2014
Trusts & Estates
Unwrapping the Net, Net Gift
2014
Probate and Property magazine (ABA)
Gain From the Value of a Good Valuation
2014
CBA Estates & Probate Section Newsletter
IRS Attacks Common Estate Planning Technique in Estate of Woelbing
2014
CBA Estates & Probate Section Newsletter
Intra-Family Loans to Provide Liquidity for Estates 25 Years After Graegin
2013
Trusts & Estates
IRS SCINs a Cat: CCA 201330033 Limits Use of Mortality Tables
Languages
English