Cummings & Lockwood

National Charitable Planning Group

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Cummings & Lockwood’s National Charitable Planning Group represents many of the country’s largest charitable institutions in connection with their planned giving programs and develops sophisticated philanthropic strategies for some of the nation’s wealthiest families. Headed by Conrad Teitell, a highly accomplished and nationally recognized author and lecturer on charitable giving with more than 50 years of experience, the group often works in concert with other major law firms around the country.

We guide individuals, charities and their advisors on outright and planned gifts on matters related to:

  • Initiating, expanding and operating planned giving programs
  • Structuring and implementing planned gifts to charity
  • Promoting planned giving programs
  • Forming and obtaining tax-exempt status for private foundations and supporting organizations

Our counsel to charitable organizations also includes advising on a range of tax-related matters, including:

  • Unrelated business income tax
  • Tax implications of donors' charitable gifts
  • Private foundation excise taxes
  • Public charity excess benefit penalty taxes
  • Annual tax returns

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Associate Private Clients Group Stamford, CT 203.351.4417 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4194 Download vCard
Principal Corporate & Finance Group Private Clients Group Stamford, CT 203.351.4231 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6503 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8068 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4317 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4275 Download vCard
Principal Private Clients Group Palm Beach Gardens, FL 561.214.8503 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4198 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4933 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4195 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4164 Download vCard