James Dougherty

2 months ago | wealthmanagement.com | James Dougherty |Kenneth Pun |Lisa Page |Marissa Dungey

James I. DoughertyPartner, Dungey Dougherty PLLCJames is a partner at Dungey Dougherty PLLC, practicing out of Greenwich, Connecticut and New York City. His practice focuses on the estate planning and estate administration needs of high net worth individuals and their families. James assists executors and beneficiaries alike through all aspects of the estate administration process including probate, contested estates, tax, and post-mortem estate planning issues.

Sep 18, 2024 | wealthmanagement.com | James Dougherty

On Sept. 16, 2024, the Department of the Treasury finalized regulations (final regs) related to the basis consistency requirements under Internal Revenue Code Sections 1014(f) and 6035. This comes 8 1/2 years after it issued proposed regulations, which drew concerns and requests for clarifications from estate administration practitioners.

Jan 29, 2024 | wealthmanagement.com | James Dougherty

The growing demand for access to quality estate planning has put a spotlight on the question of whether the supply will be able to keep pace. With the potential sunset of the increased estate tax exemption approaching at the end of 2025, wealthy individuals (old and young) are particularly focused on efficient and effective planning. Perhaps more monumentally, Baby Boomers are retiring and beginning to face their own mortality, and with that, the greatest ever transfer of wealth is underway.

Oct 24, 2023 | wealthmanagement.com | James Dougherty |Lisa Page

Resources Trusts & Estates Latest Issue Subscribe to Trusts & Estates Premium Content Trusts and Estates Digital Edition Archive As globalization makes the world a smaller place, complex cross-border estates become increasingly common. Administering a purely domestic estate in the United States can be a complicated task in itself, but layering on international issues can make things far more challenging for families.