Marissa Dungey

Marissa Dungey: Attorney with Withers Bergman LLP
  • Partner at Withers Bergman LLP (418 Attorneys)
  • 430 Park Avenue, 10th Floor, New York, NY 10022
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Biography

Marissa is a partner in our private client and tax team.

Her practice focuses on transfer tax planning, estate planning and trust structuring for wealthy individuals and their families. Marissa works with individuals and their advisors to develop and implement sophisticated planning strategies designed to minimize gift, estate and generation-skipping transfer taxes with trust planning optimized to achieve the individual’s tax and non-tax goals, including creditor protection, charitable giving and income tax efficiency. Marissa regularly advises on planning with complex assets including interests in hedge funds, private equity funds and family businesses. She also advises on estate and trust administration matters, including adapting existing trusts to improve their tax efficiency and utility.

Marissa frequently speaks to national audiences on a breadth of topics within wealth planning, including transfer taxes, income taxation of trusts, planning with fund interests and the gift and estate tax implications of Chapter 14 relevant to business interests.

Talks

‘Death and Taxes - Estate Tax Return Preparation,’ ABA Section of Real Property, Trust & Estate Law eCLE Webinar - April 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 - January 2019

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,’ Columbia University Business School Family Business Management, November 2018

‘Planning with a Family Business: Beyond the Estate Tax’, ABA RPTE eCLE, October 2018

‘Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders’, Strafford, September 2018

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business’, guest lecture at Columbia University Business School, July 2018

‘Family Business Planning Including Chapter 14 Implications’, ABA RPTE Skills Training Program (Advanced Topics) New York, New York, July 2018

‘Tax reform and the family office’, Withers Greenwich event - June 2018, __ speaker __

‘Planning with a Family Business: Beyond the Estate Tax’, ABA RPTE Spring Symposium, Orlando, Florida, May 2018

‘Section 199A - Planning to Maximize the Deduction’, ABA RPTE eCLE, April 2018

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,’ Columbia School of Business, November 2017

‘Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders,’ Strafford, August 2017

‘Family Business Planning Including Chapter 14 Implications,’ ABA RPTE Skills Training Program (Advanced Topics), July 2017 - New York, NY

‘Federal Issues in Estate Administration,’ for the ABA Section of Real Property, Trust & Estate Law, June 2017.

‘Planning the Estate: Multijurisdictional Estate Planning including Interplay with Tax Treaties,’ Columbia School of Business, 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.

Personal Finance Seminar with Notre Dame Women Connect, October 2016, panelist

‘Planning the Estate: Multijurisdictional Estate Planning including Interplay with Tax Treaties’, Columbia School of Business, August 2016.

‘Estate Tax Return (Form 706) Preparation’, ABA Section of Real Property, Trust and Estate Law Paralegal eLearning Program, August 2016.

‘Tax Consequences of Trusts’, National Business Institute ( NBI ), July 2016

‘Planning the Estate: Cross Border Income and Transfer Tax for Families and Individuals, Including Wealth Transfer Techniques and Trusts’, Columbia School of Business, June 2016.

‘It’s Time to Come Ashore: Tax Planning Strategies in the Wake of IRC Section 457A’, May 2016.

‘Avoiding International Entanglements for the Domestic Estate Planning Attorney,’ ABA /RPTE Spring Symposia, May 2016 - Boston, MA

‘Tax Consequences of Trusts’, National Business Institute ( NBI ), April 2016.

‘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, September 2015 - Chicago, IL.

‘Family Business Planning Including Chapter 14 Implications’, ABA RPTE Skills Training Program (Advanced Topics), July 2015 - New York, NY.

‘Grantor Trusts’, National Business Institute ( NBI ) Seminar titled Trusts 101’, June 2015.

‘Introduction to Estate Tax Returns, Estate Expenses and Deductions,’ ABA Real Property, Trust & Estate Law Section’s 2015 Paralegal eLearning Program: ‘From Undertaker to Litigator and Steps in Between’, June 2015.

‘Wealth Planning for Fund Carried Interests and Related Chapter 14 Implications’, ABA Real Property, Trust and Estate Law Section’s Business Planning Group, May 2015.

‘Tax Consequences of Trusts’, National Business Institute ( NBI ), May 2015.

‘Wealth Transfer Planning for Fund Carried Interests and Related Chapter 14 Implications’, 15th Annual New York State Society of CPA s Westchester Tax, Estate and Financial Planning Conference, May 2015.

‘Planning to Avoid Indirect and Other Unanticipated Gifts with Business Entities,’ ABA Section of Real Property, Trust & Estate Law’s Estate Planning and Real Property Spring Symposium, May 2015.

‘Wealth Planning, US Transfer Taxes and the Taxation of Trusts,’ Charles F. Dolan School of Business, Fairfield University, April 2015.

‘Legal Concerns Relevant to the New Generation,’ Columbia Business School Family Business Club Conference 2015, February 2015.

‘Role of Lawyers as Advisors in Family Businesses,’ Columbia School of Business, February 2015.

‘Advanced Estate and Trust Administration’, National Business Institute ( NBI ) Seminar, June 2014.

‘Wealth Transfer Planning for Fund Carried Interests and Related Chapter 14 Implications,’ sponsored by The Community Foundation for Greater New Haven, June 2014.

‘Wealth Planning, US Transfer Taxes and the Taxation of Trusts,’ Charles F. Dolan School of Business, Fairfield University, April 2014.

‘Chapter 14 in 2014: IRS Continues its Attack under Chapter 14 Valuation Rules’, ABA Section of Real Property, Trust and Estate Law, March 2014.

Track record

Connecticut SuperLawyers Rising Star 2016-2018

ACTEC Young Leader for the Real Property, Trust and Estate Law Section of the American Bar Association, Class of 2016-2018

Co-Head of US Learning & Development

Co-Chair of the Business Investment Entities Committee for the Real Property, Trust & Estate Law Section of the American Bar Association

Co-Chair of the Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee for the Real Property, Trust & Estate Law Section of the American Bar Association

Recipient of Trusts & Estates 2017 Distinguished Author Award in the category of Philanthropy Planning for the article ‘The Rising Tide Carry CLAT ’

Trust and Estate fellow for the Real Property, Trust and Estate Law Section of the American Bar Association Fellows Class of 2014-2016

Estates and Probate Section Executive Committee Member, Connecticut Bar Association

Dates

Joined
2009

Partner
2016

Publications

‘Update on Connecticut estate and gift tax exemptions for 2019,’ Withers article - February 2019, 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

‘Retirement Planning: Should an FLP be Dissolved Due to Changes in Estate Taxes?’ Arizona Daily Star , Connecticut Post , The Mercury News , Union Leader - September 20, 2018, quoted

‘How to Maximize the Increased Transfer Tax Exemptions,’ __ Withers article - February 21, 2018, co-author

‘How the New Federal and New York Estate Tax Exemption Could Affect Your Estate Plan,’ Withers article - January 2018, co-author

‘How the New Federal and Connecticut Estate and Gift Tax Exemption Could Affect Your Estate Plan,’ Withers article - January 2018, co-author

‘The Rising Tide Carry CLAT ’, Trust and Estates, October 2016, co-author

‘Uniform Law Update: Uniform Trust Decanting Act’, Probate & Property Magazine, May/June 2016

‘CLAT Planning to Mitigate Income Tax on Bringing Deferred Compensation Onshore in 2017’,Withers Bergman LLP , April, 2016, co-author

‘Gain From the Value of a Good Valuation’, Probate & Property Magazine, September/October 2014, co-author

‘IRS Attacks Common Estate Planning Technique in Estate of Woelbing’, CBA Estates & Probate Section Newsletter, June 2014, co-author

‘Trusts Can Materially Participate in Trade or Business: Taxpayer Victory in Frank Aragona Trust v. Commissioner’, Wealthmanagement.com, April 2014, co-author

‘IRS Provides Relief for Small Estates to Make a Late Portability Election’, Wealthmanagement.com, February 2014

‘Unwrapping the Net, Net Gift’, Trusts and Estates Magazine, 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

‘IRS SCIN s a Cat: CCA 201330033 Limits Use of Mortality Tables’, Wealthmanagement.com, August 2013, co-author

(Also at Greenwich Office)

Areas of Practice (4)

  • Family businesses
  • Families and family offices
  • Owners and entrepreneurs
  • High-net-worth individuals

Education & Credentials

Contact Information:
203 328 2233  Phone
203 285 1621  Fax
www.withersworldwide.com/people/marissa-dungey
University Attended:
New York University, B.A., cum laude
Law School Attended:
Boston College Law School, J.D., magna cum laude, Order of the Coif
Year of First Admission:
2009
Admission:
2009, Connecticut; 2010, New York
Memberships:

Memberships

New York State Bar Association

Connecticut Bar Association

Greenwich Bar Association

American Bar Association

ISLN:
920842162

Peer Reviews

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Documents (3)

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New York, New York

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