Cummings & Lockwood

Daniel P. Fitzgerald

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BACKGROUND

Daniel P. Fitzgerald is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. His practice focuses on estate planning, estate administration, taxation, partnerships, probate litigation and defending tax audits.  Dan's extensive estate administration experience allows him to develop estate plans that address issues and concerns before they become problematic. 

He has worked with a broad range of finance, accounting, hedge fund and private equity professionals, as well as artists and entrepreneurs. Dan has developed comprehensive estate plans to assist members of many generations in their wealth transfer protection and planning. 

Dan is the principal in charge of the firm’s Continuing Legal Education Program and the Private Clients Group Associate Training Program.

PRACTICE AREAS

EDUCATION

  • New York University School of Law (LL.M. in Taxation, 2009)
  • Syracuse University College of Law (J.D., cum laude, 2006)
  • Lafayette College (B.A., 2003)

BAR ADMISSIONS

  • New York, 2007
  • Connecticut, 2006
  • United States Tax Court

PROFESSIONAL ORGANIZATIONS

  • Connecticut Bar Association
  • New York Bar Association
  • Greenwich Bar Association

PROFESSIONAL RECOGNITION

CIVIC AND PHILANTHROPIC ACTIVITY

  • Greenwich Bar Association, President, 2013 - 2014, Officer, 2007 - 2015
  • Meals-on-Wheels, Inc. of Greenwich, Board Member, 2007 - Present
  • United Way, Board Member
  • Community Answers, Inc., Vice-Chair
  • Fairfield/Westchester County Chapter of the Lafayette College Alumni Association, President

ARTICLES/PUBLICATIONS

“Charitable Remainder Trust Pitfalls”, Trusts and Estates Magazine, October 2015, co-authored with Conrad Teitell and Heather Rhoades

Principal

Greenwich

T 203.863.6511

F 203.862.2606

dfitzgerald@cl-law.com

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BACKGROUND

Daniel P. Fitzgerald is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. His practice focuses on estate planning, estate administration, taxation, partnerships, probate litigation and defending tax audits.  Dan's extensive estate administration experience allows him to develop estate plans that address issues and concerns before they become problematic. 

He has worked with a broad range of finance, accounting, hedge fund and private equity professionals, as well as artists and entrepreneurs. Dan has developed comprehensive estate plans to assist members of many generations in their wealth transfer protection and planning. 

Dan is the principal in charge of the firm’s Continuing Legal Education Program and the Private Clients Group Associate Training Program.

Education
  • New York University School of Law (LL.M. in Taxation, 2009)
  • Syracuse University College of Law (J.D., cum laude, 2006)
  • Lafayette College (B.A., 2003)
Bar Admissions
  • New York, 2007
  • Connecticut, 2006
  • United States Tax Court
Professional Organizations
  • Connecticut Bar Association
  • New York Bar Association
  • Greenwich Bar Association
Professional Recognition
Civic and Philanthropic Activity
  • Greenwich Bar Association, President, 2013 - 2014, Officer, 2007 - 2015
  • Meals-on-Wheels, Inc. of Greenwich, Board Member, 2007 - Present
  • United Way, Board Member
  • Community Answers, Inc., Vice-Chair
  • Fairfield/Westchester County Chapter of the Lafayette College Alumni Association, President
Articles/Publications

“Charitable Remainder Trust Pitfalls”, Trusts and Estates Magazine, October 2015, co-authored with Conrad Teitell and Heather Rhoades