U.S. Administration of the Unplanned Foreign EstateU.S. Administration of the Unplanned Foreign Estate

James 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. His estate planning practice is focused on working with affluent individuals in the development and implementation of sophisticated planning techniques to help them accumulate, preserve, and transfer their wealth.

Lisa Page is an associate in the trust, estates and charitable planning team of Withers Bergman LLP in Greenwich.

Her practice focuses on transfer tax planning, particularly advising wealthy individuals and their families on estate planning as a means of achieving tax and non-tax objectives across generations, to include creating trusts, closely-held business structures and charitable entities.