Practice Overview

My practice focusses on working with families, fiduciaries, and beneficiaries to identify and achieve their trust and estate planning and administration goals. Providing peace of mind to clients is the ultimate objective in each relationship; the best way to provide this peace of mind is by building close relationships with my clients and staying ahead of developments in the law in a rapidly changing world. While tax, trusts, and estates may seem like a dry area of the law, clients and advisors I collaborate with know that my genuine passion in the area and helping my clients is what energizes me each day. That dedication to my field and practice is what drives the delivery of consistent service to my clients.

I provide practical, thorough, and creative probate, estate administration, and post-mortem estate planning solutions. Prior to entering private practice, I had the opportunity to work in a probate court. This gave me an excellent education in procedural rules and court processes. The formative experience gave me a front row view to the challenges families faced with estate planning and administration. My dedication to probate continues to this day as a co-author of a book on the topic (LexisNexis Practice Guide: Connecticut Probate and Estate Administration) and serving on the Connecticut Probate Court Rules Advisory Committee. In addition to appearing in probate courts throughout Connecticut and surrogate's courts in New York, I assist fiduciaries and accountants with the estate tax reporting obligations by either preparing the estate tax returns or collaborating with other tax preparers to provide an additional level of review. In the event that a return is selected for audit by the Internal Revenue Service, Connecticut's Department of Revenue Services, or New York's Department of Taxation and Finance, I assist fiduciaries and/or other tax preparers in the examination by providing a robust defense of the return and practical guidance on resolving issues with the relevant taxing authority.

As an estate planner, my practice is informed by my experience with estate administration. My clients have a wide range of exposure to estate planning when the come to me. Some clients have never done an estate plan while others have been planning for decades and are looking for a review of their existing structure. Estate plans cannot be crafted or judged by how they operate in theory or on projected tax savings under current law; rather, on how that structure will perform under stress and on its ability to adapt to both foreseeable and unforeseeable challenges in the years ahead. To design an effective plan, it is essential to start with a strong foundation by understanding the client's goals and how they would want common challenges to be addressed. As part of this exploratory process, I am transparent about the various advantages, disadvantages, and administrative burdens of various structures so that the client may make informed decisions understanding the implications of various techniques. This leads to the creation of documents that implement these wishes by taking advantage of modern estate planning tools and building in the requisite amount of flexibility needed. I encourage clients to maintain a dialogue with me after the documents are executed to ensure that changes in client objectives, family circumstances, and changes in law are accounted for.

Why I Created Dungey Dougherty PLLC

This was the job I was born to do and this firm was created to ensure I can do it in a way I believe for decades to come. My family began practicing law in Greenwich, Connecticut in 1930. For over nine decades and across four generations, we have continuously served our clients and community. That type of longevity doesn't happen by accident, but by consistent commitment to top-notch client service and always striving to perfect one's craft. That value was engrained in me long before I went to law school and is at the heart of this firm's vision for what a private client practice should be. I am looking to simplify the business of law and my thesis is simple--if you put the client first and invest all resources of the firm into delivering for the client then everything else will fall into place.

I wanted a firm where each client found there was accessibility, accountability, and transparency.

Accessibility: With private client work, the relationship between the client and the attorney is crucial to the success of the engagement and the client having peace of mind. The relationship is not possible if the attorney cannot readily be reached. To ensure there is access to each attorney, we limit the number of clients we take so that each client is able to reach their attorney on a same day basis.
Accountability: Top-notch services means delivering what is needed and expected by clients without them having to chase for it. As it relates to quality and reliability--every person at this firm needs to be accountable to ensure we deliver what is promised.
Transparency: Legal services should not be shrouded in secrecy. We want clients to understand the process; we encourage questions and provide feedback so we can continue to evolve to meet the needs of our clients.

In addition to serving our clients, I also believe there is an obligation to give back to a profession that has given my family so much over the years. This is why I volunteer in various professional organizations with a real passion for developing educational programs for practicing attorneys and law students. I write and present extensively not only to give back, but also because I genuinely enjoy the academic side of the practice and it allows me to collaborate with talented practitioners. A complete list of past presentations and publications is included below. Through these activities I have built a network of talented and like-minded professionals that I can call upon to further enhance my clients' experience.

Volunteer

American Bar Association, Real Property Trust and Estate Law Section

Vice-Chair of the National CLE Meeting 2020-present
Co-Chair of Non-Tax Issues Affecting the Planning and Administration of Trusts and Estates, 2022-2023

Connecticut Bar Association

Secretary of the Estates and Probate Section, 2023-present
Treasurer of the Estates and Probate Section, 2021-2023
Chair of CLE Committee of the Estates and Probate Section, 2019-2021
Executive Committee of Estates and Probate Section, 2014-present

Connecticut Probate Court Rules Advisory Committee, 2021-present

Recognition

Elected as a Fellow of The American College of Trust and Estate Counsel (ACTEC), 2023.

Chambers High Net Worth, Private Wealth Law - Connecticut, 2021-2023

Best Lawyers in America, 2022 and 2023

Editorial Advisory Board Member of Trusts & Estates

Super Lawyers Rising Star for Connecticut, 2017-2023

American Bar Association, Real Property, Trust & Estate Law Section, Dennis I. Belcher ACTEC Young Leader, 2018-2020

American Bar Association, Real Property, Trust & Estate Law Section, TE Fellow, 2016-2018

Admissions

State of Connecticut, 2013

State of New York, 2013

Education

William and Mary Law School, J.D., cum laude

Carnegie Mellon University, B.A., Phi Beta Kappa, History and Policy

Bar Memberships

American Bar Association

Connecticut Bar Association

New York Bar Association

Greenwich Bar Association

Contributions to the Field

Adjunct Professor at Quinnipiac Law School, 2022-present

Adjunct Professor at University of Connecticut School of Law, 2024-present

Publications

Co-Author, "New Risks with Grantor Trust Reimbursement Provisions: IRS Changes its Position in CCA 202352018," Trusts & Estates, Wealthmanagement.com, January 10, 2024.
Co-Author, “U.S. Administration of the Unplanned Foreign Estate,” Trusts and Estates, November 2023.
Co-Author, "Biden's 2024 Green Book Tax Proposals: What 'fair share' taxation means for estate planning," Probate & Property, September/October 2023.
Co-Author, "Biden's 2024 Green Book Tax Proposals: What 'fair share' taxation means for estate planning," Trusts & Estates, Wealthmanagement.com, March 15, 2023.
Author, “Previewing and Prognosticating Potential 2023 Treasury Regulations,” Trusts and Estates, January 2023.
Co-Author, "Lessons From Levine and the Not-So-Illusory Fiduciary: The latest tale in the application of IRC Section 2036(a)(2)," Trusts and Estates, November 2022.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2022 Edition.
Co-author, "Connecticut Reforms Inchoate Liens on Real Estate: The History and Summary of Public Act No. 22-136," Connecticut Bar Association, Estates & Probate Newsletter, September 2022.
Co-Author, "Biden's 2023 Green Book Tax Proposals: A summary of the policies after Build Back Better," Trusts and Estates, June 2022.
Co-Author, "Biden's Tax Policy After Build Back Better: A summary of the key provisions of the Green Book," Trusts & Estates, Wealthmanagement.com, March 31, 2022.
Co-Author, "Latest Update on Build Back Better for Estate Planners," Trusts & Estates, Wealthmanagement.com, November 10, 2021.
Co-Author, "Estate Planner's Guide to the Latest Version of Build Back Better," Trusts & Estates, Wealthmanagement.com, November 3, 2021.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2021 Edition.
Co-Author, "The 2021 Green Book's Focus on Income Taxes: Biden Seeks to Shift the Paradigm Further," Trusts and Estates, September 2021.
Co-Author, " The Estate Planning Implications of Biden's Recently Issued Green Book," Trusts & Estates, Wealthmanagement.com, June 2, 2021.
Author, “New Ways Instead of New Normal: Embracing unwanted external pressures to improve the practice,” Trusts and Estates, February 2021.
Co-author, "IRS Opines on the State Estate Tax Deduction Mismatch under Connecticut's Regime," Connecticut Bar Association, Estates & Probate Newsletter, December 2020.
Co-Author, "New Final Regs Issued on Trust/Estate Administrative Expenses," Trusts & Estates, Wealthmanagement.com, September 30, 2020.
Co-Author, "Charting an estate planning course in uncertain political waters," Family Business Magazine, September 2020.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2020 Edition.
Co-Author, "Moore IRC Section 2043 Issues for FLP Planning," Trusts and Estates, August 2020.
Author, "Tips from the Pros: We Didn't Start the Fire—Turning New Laws into New Opportunities," Trusts and Estates, April 2020.
Author, "Tips from the Pros: Focus on 'Fair' Value, Discard 'Discounts' from the Planner's Dictionary," Trusts and Estates, February 2020.
Co-author, "Tax Court Accepts Tax-affecting, Taxpayer Prevails in Jones," Bloomberg BNA Estates, Gifts, & Trusts Journal, January 2020.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2019 Edition.
Co-Author, "Income Taxation of Trusts in the US," Trust Quarterly Review (STEP), September 2019.
Co-author, "The Latest Development in Business Valuation: Burdens of Proof, Tax Affecting S Corporations, and Chapter 14 in Kress," Bloomberg BNA Estates, Gifts, & Trusts Journal, July 2019.
Co-Author, "Connecticut Overhauls Its Trust Laws," Trusts & Estates, Wealthmanagement.com, June 2019.
Author, "States of Play: Connecticut Turning the Lights Up on Investment Duties and Fees," STEP Journal, May 2019.
Co-Author, "Trump's Impact on Transfer Tax Regulations," Trusts & Estates, Wealthmanagement.com, April 2019.
Co-Author, "Turn(er)ing back to basics with FLPs: Tax court decision highlights the importance of estate tax apportionment," Trusts and Estates, March 2019.
Author, "The Third Installment of the Turner Trilogy: Tax Court decision highlights the impact of estate tax apportionment," Trusts & Estates, Wealthmanagement.com, December 2018.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2018 Edition.
Co-Author, "The Practitioner's Comprehensive Guide to Estate Planning After 'Comprehensive' Federal and Connecticut Tax Reform'", Connecticut Bar Association, Estates & Probate Newsletter, August 2018.
Co-Author, "IRS Announces Forthcoming Section 67(g) Clarifications: IRS Notice 2018-61 Deductibility of Section 67(e) expenses confirmed" Trusts & Estates, Wealthmanagement.com, July 2018.
Co-Author, "U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute" Trusts & Estates, Wealthmanagement.com, July 2018.
Co-Author "Et tu (a)(2)? Blattmachr & Gans Dismantle Tax Court's Powell Analysis," ACTEC Law Journal (March 2018).
Co-Author, "Regulatory Outlook After Trump's Tax Reform: IRS Releases Revised Priority Guidance Plan and Proposed Amendments," Trusts & Estates, Wealthmanagement.com, February 2018.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2017 Edition.
Author, "Federal Estate Tax Closing Letters: What They Are, What They Aren't, And How to Get Them or a 'Functional Equivalent'", Connecticut Bar Association, Estates & Probate Newsletter, October 2017.
Co-Author, "Estate of Powell: Stranger Than Strangi and Partially Fiction," Trusts and Estates, September 2017.
Co-Author, "Estate of Powell: Stranger Than Strangi and Partially Fiction," Trusts & Estates, Wealthmanagement.com, May 2017.
Co-Author, "Connecticut Improves Its Transfer Tax System," Trusts & Estates, Wealthmanagement.com, May 2017.
Co-Author, "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," Trusts & Estates, Wealthmanagement.com, October 2016.
Co-Author, "New Cross-Border Planning Issues: New York Estate Taxation for the Connecticut Resident," Connecticut Bar Association, Estates & Probate Newsletter, June 2016.
Co-Author, "LexisNexis Practice Guide: Connecticut Probate and Estate Administration," 2016 Edition.
Co-Author, " ‘Treasury Releases Proposed Regulations on Basis Consistency: IRS provides guidance on Form 8971 and Schedule A," Trusts & Estates, Wealthmanagement.com, March 2016.
Co-Author, "Treasury Releases 2017 Greenbook," Trusts & Estates, Wealthmanagement.com, February 2016.
Co-Author, "Best Practices Related to IRC Section 2036, Annual Exclusion Transfers and Graegin Loans," Trusts & Estates, Wealthmanagement.com, January 2016.
Co-Author, "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," Leimberg Information Services, Inc. Estate Planning Newsletter #2322, July 14, 2015.
Co-Author, "2015 Changes to Connecticut Estate Taxes," Connecticut Bar Association, Estates & Probate Newsletter, June 2015.
Co-Author, "New Estate Tax Closing Letter Procedure Issued: IRS adds additional burden on estates by no longer automatically issuing closing letter," Trusts & Estates, Wealthmanagement.com, June 2015.
Co-Author, "Allowing a Double Bite but No Double Deduction: Estate Loses Res Judicata Argument and Income Tax Credit for Taxes Paid by Decedent Under Claim of Right," Trusts & Estates, Wealthmanagement.com, June 2015
Author, "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, " Trusts & Estates, Wealthmanagement.com, April 2015.
Co-Author, "President Obama 'Steps Up' Attack On Estate Planning Techniques: Thoughts on the 2016 Greenbook," Trusts & Estates, Wealthmanagement.com, February 2015.
Co-Author, "Gain From the Value of a Good Valuation," Probate & Property, September/October 2014.
Co-Author, "To Boldly Go Where No Man (or Woman) Has Gone Before: Some Random Thoughts on Estate Planning Past, Present and (More Important) Future," Trusts & Estates, September 2014.
Co-Author, "A New Tool in Cross-Atlantic Estate Planning: Implementing EU Regulation 650/2012," Trusts & Estates, April 2014.
Co-Author, "Seven Old Ideas, a New Idea and a Crummey Idea: A Review of the 2015 Greenbook's Estate and Gift Tax Provisions," Trusts & Estates, Wealthmanagement.com, March 2014.
Co-Author, "Unwrapping the Net, Net Gift," Trusts & Estates, February 2014.
Co-Author, "Intra-Family Loans to Provide Liquidity for Estates 25 Years After Graegin," Connecticut Bar Association, Estates & Probate Newsletter, January 2014.
Co-Author, "Implementing Early Inheritances: The why and how of giving sooner while living longer," Trusts & Estates, December 2013.
Co-Author, "IRS SCINs a Cat: CCA 201330033 Limits Use of Mortality Tables, " Trusts & Estates, Wealthmanagement.com, August 2013.

Presentations

"Navigating Estate and Gift Tax Laws: Updates and Strategies," Greenwich Bar Association, November 2023.
"Preparing Estate Tax Returns, Part II," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, November 2023.
"Preparing Estate Tax Returns, Part I," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, October 2023.
"Tax Affecting in Valuations After the Tax Court's Decision in Cecil," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, September 2023.
"Structuring Intentionally Defective Grantor Trusts Under Current Tax Law and the Impact of Potential Tax Law Changes," Strafford Publications Webinar, September 2023.
"2023 Trust Planning and Drafting Considerations: Fiduciary Concerns, Income Tax, Trust Situs, Directed Trusts, and More," Strafford Publications Webinar, July 2023.
"Ending on Good Terms: Practical Guidance for Trustees on Termination of Trusts,” 35^th Annual RPTE National CLE Conference, Washington DC, May 2023.
"A Practical Explanation of Estate Tax Return (Form 706) Preparation," myCPE Webinar, October 2022.
"Tax Considerations in Drafting Trusts," ABA RPTE Skills Training Program, August 2022.
"Post-Mortem Trust Planning, Modifications and Allocations: Tax Elections Available to the Executor," Strafford Publications Webinar, May 2022.
"Past, Present, and Future of the Duty to Inform: Practical Guidance on Advising Trustees,” 34^th Annual RPTE National CLE Conference, April 2022.
"Recent Federal and Connecticut Tax Developments That Impact Connecticut Estate Planners," Estates and Probate Section of the Connecticut Bar Association, March 2022.
"Structuring Intentionally Defective Grantor Trusts Under Current Tax Law and the Impact of Potential Tax Law Changes," Strafford Publications Webinar, February 2022.
"Pending Federal Legislation on Transfer and Wealth Taxes," Greenwich Bar Association, September 2021.
"Tax Considerations in Drafting Trusts," ABA RPTE Skills Training Program, August 2021.
“The Estate Planner as a Third Wheel: How to Stay Out of the Doghouse When Representing Married Clients,” Trusts & Estates Seminar: Trending Topics and Issues in Wealth Planning, July 2021.
“Pending Bills on Estate and Wealth Tax,” A Discussion With Trusts & Estates Editorial Advisory Board Members, June 2021.
"The Defined Value Clause—No Longer Exotic,” 33^rd Annual RPTE National CLE Conference, May 2021.
"Recent Federal and Connecticut Tax Developments That Impact Connecticut Estate Planners," Estates and Probate Section of the Connecticut Bar Association, April 2021.
"Connecticut Probate Litigation & Fiduciary Duties, "National Business Institute (NBI), December 2020.
Guest lecturer, Trusts and Estates Course at the University of Connecticut School of Law, Fall 2020.
"A Practical Explanation of Estate Tax Return Preparation," California Lawyers Association, October 2020.
"Valuable Valuation Developments for Closely Held Businesses," ABA Section of Taxation Fall Tax Meeting, September 2020.
"Tax Considerations in Drafting Trust Issues," ABA RPTE Skills Training Program, August 2020.
"Valuable Valuation Developments for Closely Held Businesses," 32^nd Annual RPTE National CLE Conference, May 2020.
"Probate Strategies When Non-Resident/Non-Citizen Decedents Own U.S. Assets: Legal, Tax and Practical Issues," Strafford Publications Webinar, April 2020.
"Recent Federal and Connecticut Tax Developments That Impact Connecticut Estate Planners," Estates and Probate Section of the Connecticut Bar Association, March 2020.
"Recent Valuation Cases for Estate Planning with Closely Held Businesses," Business Planning Group of the ABA Section of Real Property, Trust & Estate Law, February 2020.
"Connecticut's New ‘Uniform' Trust Code," Fairfield County Bar Association, February 2020.
Guest lecturer, Trusts and Estates Course at the University of Connecticut School of Law, Fall 2019.
"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," Minneapolis, Minnesota, September 12, 2019.
"Post-Mortem Estate Planning Techniques: Income Tax Planning and Estate Tax Considerations," Strafford Publications Webinar," Strafford Publications Webinar, July 2019.
"Drafting Considerations for Estate and Trust Planning," ABA RPTE Skills Training Program, Columbia, South Carolina, July 2019.
Podcast presenter, "Dead Celebrity Podcast: The Bizarre Story of Casey Kasem," WealthManagement.com, June 2019.
"The Latest Development in Business Valuation: Burdens of Proof, Tax Affecting S Corporations, and Chapter 14," The New York State Society of CPAs (NYSSCPA), Estate Planning Committee, New York, New York, June 2019.
"Death and Taxes - Estate Tax Return Preparation," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, April 2019.
"Carefully Threading the Needle with (Section 2036) String and Knowing How to Cut It," Estates and Probate Section of the Connecticut Bar Association, New Haven, CT, March 2019.
"Estate Planning for Resident and Non-Resident Aliens - Navigating Estate, Gift and GST Tax Rules; Leveraging Estate and Lifetime Gifting Opportunities," Strafford Publications Webinar," Strafford Publications Webinar, January 2019.
"Tax Apportionment in Wills and Estate Documents: Allocating Wealth Transfer Taxes Among Beneficiaries," Strafford Publications Webinar, December 2018.
"Business Succession and Valuation in Decedents' Estates," Connecticut Probate Assembly Meeting: Continuing Education Program, New Britain, Connecticut, November 2018.
"All-Star Tax Series: How to Settle an Estate When a Client Dies," Edward Jones/Surgent McCoy, St. Louis, MO, October 2018.
"Can the IRS Have Their Cahill and Eat Yours Too?," American Bar Association's Tax Section 2018 Fall Tax Meeting, Atlanta, Georgia (October 2018).
Guest lecturer, Trusts and Estates Course at the University of Connecticut School of Law, Fall 2018.
"The Fundamentals of Fiduciary Litigation," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, July 2018.
"Family Limited Partnership Planning—Powell Proof Your Partnership," at the American Bar Association's Real Property Trust & Estate Law 2018 Spring Symposia, Orlando, Florida, May 2018.
"Probate Strategies When Non-Resident/Non-Citizen Decedents Own U.S. Assets: Legal, Tax and Practical Issues," Strafford Publications Webinar, April 2018.
"Probate Boot Camp,"National Business Institute (NBI), Stamford, Connecticut (December 2017).
Guest lecturer, Trusts and Estates Course at the University of Connecticut School of Law, Fall 2017.
"Challenges to Wills/Trusts and Lifetime Disputes," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, October 2017.
"All-Star Tax Series: How to Settle an Estate When a Client Dies," Edward Jones/Surgent McCoy, St. Louis, MO, July 2017.
"Federal Issues in Estate Administration," the American Bar Association's Real Property Trust & Estate Law (Non-Tax Estate Planning Considerations Group), June 2017.
"Federal Post-Mortem Estate Planning Issues and 2016/2017 Developments," Estates and Probate Section of the Connecticut Bar Association, New Haven, CT, May 2017.
"High Stakes Litigation: When to Bring in the Expert to Win Your Case," at the American Bar Association's Real Property Trust & Estate Law 2017 Spring Symposia, Denver, CO, April 2017.
"Turns out 'Fiduciary' Means You Have to Give it Back: An Introduction to Estate and Trust Litigation," at the American Bar Association's Real Property Trust & Estate Law 2017 Spring Symposia, Denver, CO, April 2017.
"Post-Mortem Trust Planning, Modifications and Allocations: Tax Elections Available to the Executor, Modifying Trusts Post-Mortem to Minimize Income Tax, Utilize Deferral Opportunities, and Optimize Basis Adjustments," Strafford Publications Webinar, April 2017.
Guest lecturer, Trusts and Estates Course at the University of Connecticut School of Law, Fall 2016.
"Estate Tax Return (Form 706) Preparation," ABASection of Real Property, Trust & Estate Law Paralegal eLearning Program, August 2016.
"Tax Consequences of Trusts,"National Business Institute (NBI), July 2016.
"All-Star Tax Series: How to Settle an Estate from A to Z," Edward Jones/Surgent McCoy, St. Louis, MO, June 2016.
Presenter and Moderator, "The New EU Regulation (Brussels IV): Understanding the Impact on Cross-Border Estate Planning and Administration," at the American Bar Association's Section of International Law 2016 Europe Forum, Rome, Italy, May 2016.
"Revolutionary or Revolting: Potential Section 2704 Regulations, Basis Consistency Reporting, and Developments in Adequate Disclosure," at the American Bar Association's Real Property Trust & Estate Law 2016 Spring Symposia, Boston, MA, May 2016.
"Tax Consequences of Trusts," National Business Institute (NBI), April 2016.
Presenter in podcast for Leimberg Information Services and the American Institute of CPAs (AICPA) on the Estate of Barbara M. Purdue, January 2016.
"The Probate Process From Start to Finish," National Business Institute (NBI) Seminar, October, 2015.
“Implementation and Administration of Self-Cancelling Installment Notes,” at the ABA Section of Taxation and Section of Real Property, Trust and Estate Law, Trust and Estate Division, 2015 Joint Fall CLE Meeting, Chicago, IL, September 2015.
"Estate Tax Preparation and Audit Mitigation Strategies," ABA Section of Taxation and Section of Real Property, Trust and Estate Law, Trust and Estate Division, 2015 Joint Fall CLE Meeting, Chicago, IL, September 2015.
"Estate Tax Preparation and Audit Mitigation Strategies," ABA Section of Real Property, Trust & Estate Law Paralegal eLearning Program, June 2015.
"Trusts 101," National Business Institute (NBI) Seminar, June 2015.
"New Frontiers for 2015 in International Trusts, Estates, Tax and Immigration," New York State Bar Association, Global Law Week, May 2015.
"Tax Consequences of Trusts," National Business Institute (NBI), May 2015.
“Looking to the Future: The Modern Practice,” at the ABA's Real Property Trust & Estate Law 2015 Spring Symposia, Washington DC, April 2015.
Guest Lecturer, "Wealth Planning, US Transfer Taxes and the Taxation of Trusts," Charles F. Dolan School of Business, Fairfield University, April 2015.
"The Probate Process From Start to Finish," National Business Institute (NBI) Seminar, December 2014.
"Advanced Estate and Trust Administration," National Business Institute (NBI) Seminar, June 2014.
"Preparing the Decedent's Final 1040 Return--Key Election and Compliance Issues," Surgent McCoy Webinar, June 2014.
"Chapter 14 in 2014: IRS Continues its Attack under Chapter 14 Valuation Rules" for the ABA Section of Real Property, Trust & Estate Law, Business Planning Group, March 2014.
"Trusts 101," National Business Institute (NBI) Seminar, October 2013.
"The Probate Process From Start to Finish," IPE Seminar, April 2013.

James I. Dougherty