James Ian Dougherty

2012 William & Mary Law School JD - Juris Doctor 2009 Carnegie Mellon University BA - Bachelor of Arts

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

2021 - Present Connecticut Bar Association, Estates and Probate Section Treasurer 2014 - Present Connecticut Bar Association, Estates and Probate Section Executive Committee Member 2013 - Present Connecticut Bar Association 2013 - Present New York State Bar Association 2013 - Present Greenwich Bar Association

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