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About James
Practice Areas
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Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Connecticut for 12 years
State: Connecticut
Acquired: 2013
No misconduct found
Licensed in New York for 13 years
State: New York
Acquired: 2013
No misconduct found
Location
Dungey Dougherty PLLC
One Sound Shore Drive, Suite 204, Greenwich, CT, 06830
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James Ian Dougherty's Reviews
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James Ian Dougherty's Lawyer Endorsements
"Jimmy was truly born to do what he does: provide top-notch legal services in a professional and personable manner. His mastery of the law and technology are second to none and I'd unqualifiedly endorse him for any estate planning or probate matter."
Stephen Putnoki-Higgins
Estate planning lawyer
Experience
Work Experience
2021 - Present
Partner, Dungey Dougherty PLLC
2018 - 2021
Partner, Withers Bergman, LLP
2012 - 2017
Associate, Withers Bergman, LLP
Associations
2021 - Present
Connecticut Bar Association, Estates and Probate SectionTreasurer
2014 - Present
Connecticut Bar Association, Estates and Probate SectionExecutive Committee Member
2013 - Present
Connecticut Bar Association
2013 - Present
New York State Bar Association
2013 - Present
Greenwich Bar Association
2013 - Present
American Bar Association, Real Property, Trust and Estate Law Section
2013 - Present
Connecticut Bar Association, Estates and Probate Section
Education
2012
William & Mary Law School
JD - Juris Doctor
2009
Carnegie Mellon University
BA - Bachelor of Arts
Speaking Engagements
2016
Webinar
Tax Consequences of Trusts
2016
Teleconference
Tax Consequences of Trusts
2016
Podcast for Leimberg Information Services and the American Institute of CPAs (AICPA)
The Estate of Barbara M. Purdue
2016
NBI
Tax Consequences of Trusts
2016
ll-Star Tax Series
All-Star Tax Series: How to Settle an Estate from A to Z
2016
American Bar Association's Section of International Law 2016 Europe Forum
The New EU Regulation (Brussels IV): Understanding the Impact on Cross-Border Estate Planning and Administration
2016
American Bar Association's Real Property Trust & Estate Law 2015 Spring Symposia
Revolutionary or Revolting: Potential Section 2704 Regulations, Basis Consistency Reporting, and Developments in Adequate Disclosure
2015
Trusts 101
Trusts 101
2015
Trust & Estate Law Paralegal eLearning Program
Introduction to Estate Tax Returns, Estate Expenses and Deduction
2015
The Probate Process From Start to Finish
The Probate Process From Start to Finish
2015
Tax Consequences of Trusts
Tax Consequences of Trusts
2015
Real Property, Trust and Estate Law Section
Looking to the Future: The Modern Practice
2015
Global Law Week
New Frontiers for 2015 in International Trusts, Estates, Tax and Immigration
2015
ABA Section of Taxation and Section of Real Property, Trust and Estate Law
Estate Tax Preparation and Audit Mitigation Strategies
2015
ABA Section of Taxation and Section of Real Property, Trust and Estate Law
Implementation and Administration of Self-Cancelling Installment Notes
2014
Preparing the Decedent's Final 1040 Return - Key Elections and Compliance Issues
Preparing the Decedent's Final 1040 Return - Key Elections and Compliance Issues
2014
he Probate Process From Start to Finish
he Probate Process From Start to Finish
2014
Advanced Estate and Trust Administration
Advanced Estate and Trust Administration
2014
ABA Business Planning Group
Chapter 14 in 2014: IRS Continues its Attack under Chapter 14 Valuation Rules
2013
Trusts 101
Trusts 101
2013
The Probate Process From Start to Finish
The Probate Process From Start to Finish
Publications
2016
Estates and Probate Newsletter, Connecticut Bar Association
New Cross-Border Planning Issues: New York Estate Taxation for the Connecticut Resident
2016
Wealthmanagement.com
Estate Tax Deduction for Losses Caused by Bernie Madoff Ponzi Scheme: The Tax Court’s decision in Heller provides rare jurisprudence on IRC Section 2054
2016
Matthew Bender publication
LexisNexis Practice Guide: Connecticut Probate and Estate Administration
2016
Trusts & Estates
Treasury Releases 2017 Greenbook
2015
Trusts & Estates
Prevent Conflicts While Keeping a Present Interest: Addressing the IRS’ attacks against religious (and other) arbitration and in terrorem clauses in trusts with withdrawal rights
2015
Trusts & Estates
Treasury Releases Proposed Regulations on Basis Consistency: IRS provides guidance on Form 8971 and Schedule A
2015
Wealthmanagement.com, February 2015
President Obama 'Steps Up' Attack On Estate Planning Techniques: Thoughts on the 2016 Greenbook
2015
2015
2015
Liemberg publication
Todd Angkatavanich & James I. Dougherty on the Davidson $320 Million Settlement: Finding Opportunity in Light of the Taxpayer Victory in the Davidson $320 Million Settlement While Being Mindful of the Uncertainty from CCA 201330033
2015
Estates and Probate Newsletter, Connecticut Bar Association
2015 Changes to Connecticut Estate Taxes
2014
Trusts & Estates
To Boldly Go Where No Man (or Woman) Has Gone Before
2014
Trusts & Estates
A New Tool in Cross-Atlantic Estate Planning
2014
Probate & Property magazine (ABA)
Gain From the Value of a Good Valuation
2014
Trusts & Estates
Unwrapping the Net, Net Gift
2014
Wealthmanagement.com
Seven Old Ideas, a New Idea and a Crummey Idea
2014
Estates and Probate Newsletter, Connecticut Bar Association
Intra-Family Loans to Provide Liquidity for Estates 25 Years After Graegin
2013
Wealthmanagement.com
IRS SCINs a Cat: CCA 201330033 Limits Use of Mortality Tables
2013
Trusts & Estates
Implementing Early Inheritances: The why and how of giving sooner while living longer