Private Foundations: Avoiding Self-Dealing Pitfalls

In this video, Brianna L. Marquis, a Principal in Cummings & Lockwood’s Private Clients Group and based in the firm’s West Hartford, Connecticut office, covers the tips for successfully administering charitable foundations and provides an in-depth look at the pitfalls of self-dealing.

The presentation was given at Cummings & Lockwood’s annual Professional Advisors Seminar on December 3, 2025 at the Wee Burn Country Club in Darien, Connecticut.