Dungey Dougherty PLLC

The Vision of Dungey Dougherty PLLC

Dungey Dougherty PLLC seeks to provide high-end, high-touch trust and estate planning and administration for wealthy individuals and their families. The firm's approach is client-centered with planning that is tailored to each client's individual circumstances and goals, building in tax efficiency, creditor protection and flexibility. Each attorney enjoys long-term relationships with their clients and families and strives to be a trusted resource that clients can rely on to be responsive on top of key developments in the law, and to provide thoughtful advice.

High-end Planning

Dungey Dougherty PLLC works exclusively with wealthy individuals and their families, many of whom require gift planning to mitigate a large eventual estate tax, have complex assets, or need help navigating an existing trust structure for their benefit. Its experience includes deploying both typical and atypical planning strategies depending on the circumstances, as the team works to fit the planning to the client's goals rather than fitting the client into predetermined planning options.

An important feature of complex planning is to not over-engineer the structure. During a client's lifetime, different types of trusts may be useful to achieve the overall plan and they may require disparate treatment during the client's lifetime. The firm's attorneys see value in a coordinated structure that eases the long-term administrative burden and is user-friendly for clients and their beneficiaries.

High-end planning should also consider collateral implications, including income taxation, state law, and cross-border considerations, in addition to the practical impact on the family, prior to undertaking estate planning. A hyper-focus on only the estate tax can miss opportunities as well as create unintended consequences. As such, each attorney at the firm takes a holistic approach to planning and find that seemingly ancillary or innocuous pieces can lead to more tailored solutions and ultimately better results.

High-touch Service

Top-notch client service is a cornerstone of Dungey Dougherty PLLC. The firm is structured to prioritize the pillars of client service: responsiveness, attentiveness and convenience. The firm always maintains capacity to ensure when a client needs its team members that the firm has time to be attentive to every phase of the client's planning and to guide the client on proper administration.