Cummings & Lockwood

David A. Ludgin

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BACKGROUND

David A. Ludgin is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office.  His practice focuses on estate planning and administration, charitable planning and closely-held business succession planning.  He has implemented numerous estate and business succession plans, having prepared irrevocable life insurance trusts, charitable remainder and lead trusts, grantor retained interest trusts, shareholder agreements and stock purchase agreements.  His clients include closely-held business owners, business executives and affluent families. 

Before joining Cummings & Lockwood, David practiced for over 35 years with the law firm of McCarter & English in their Newark, New Jersey office.

PRACTICE AREAS

EDUCATION

  • New York University School of Law (LL.M. in Taxation, 1983)
  • Boston University School of Law (J.D., 1978)
  • Princeton University (A.B., cum laude, 1975)

BAR ADMISSIONS

  • Wisconsin, 1978
  • New Jersey, 1980
  • New York, 1982
  • Florida, 1984
  • Pennsylvania, 1985

PROFESSIONAL ORGANIZATIONS

  • The American College of Trust and Estate Counsel (ACTEC), Fellow
  • Florida Bar Association
  • American Bar Association

PROFESSIONAL RECOGNITION

Counsel

Bonita Springs

T 239.390.8060

F 239.430.3347

dludgin@cl-law.com

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BACKGROUND

David A. Ludgin is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office.  His practice focuses on estate planning and administration, charitable planning and closely-held business succession planning.  He has implemented numerous estate and business succession plans, having prepared irrevocable life insurance trusts, charitable remainder and lead trusts, grantor retained interest trusts, shareholder agreements and stock purchase agreements.  His clients include closely-held business owners, business executives and affluent families. 

Before joining Cummings & Lockwood, David practiced for over 35 years with the law firm of McCarter & English in their Newark, New Jersey office.

Education
  • New York University School of Law (LL.M. in Taxation, 1983)
  • Boston University School of Law (J.D., 1978)
  • Princeton University (A.B., cum laude, 1975)
Bar Admissions
  • Wisconsin, 1978
  • New Jersey, 1980
  • New York, 1982
  • Florida, 1984
  • Pennsylvania, 1985
Professional Organizations
  • The American College of Trust and Estate Counsel (ACTEC), Fellow
  • Florida Bar Association
  • American Bar Association