Cummings & Lockwood

Grace Gutierrez

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BACKGROUND

Grace Gutierrez is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office.

Grace focuses her practice on all aspects of estate planning and post death administration of estates and trusts.  She assists her clients with the development of estate plans, including the creation of revocable trusts and wills, and implementation of advanced estate planning techniques, including the creation of grantor retained annuity trusts, qualified personal residence trusts, irrevocable gift trusts and irrevocable life insurance trusts.

PRACTICE AREAS

EDUCATION

  • University of Florida, Levin College of Law (LL.M., 1998)
  • University of Florida, Levin College of Law (J.D., with honors, 1997)
  • Florida State University (B.S. in Accounting, with honors, 1994)

BAR ADMISSIONS

  • Florida, 1997

PROFESSIONAL ORGANIZATIONS

  • Florida Bar Association, Real Property, Probate and Trust Law Section, Member
  • Lee County Bar Association, Real Property, Probate and Estate Planning Section, Member
  • Lee County Estate Planning Council, Member and Past President (2001-2002)
  • Planned Giving Council of Lee County, Past Member
  • Florida Gulf Coast University, FGCU Foundation Planned Giving Advisory Committee, Member

PROFESSIONAL RECOGNITION

  • Board Certified by the Florida Bar in Wills, Trusts, & Estates, 2004 - Present
  • Martindale-Hubbell, AV Rated

CIVIC AND PHILANTHROPIC ACTIVITY

  • Children's Home Society, Southwest Division, Past Board Member
  • Junior League of Fort Myers, Sustainer

Counsel

Bonita Springs

T 239.390.8086

F 239.430.3309

ggutierrez@cl-law.com

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BACKGROUND

Grace Gutierrez is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office.

Grace focuses her practice on all aspects of estate planning and post death administration of estates and trusts.  She assists her clients with the development of estate plans, including the creation of revocable trusts and wills, and implementation of advanced estate planning techniques, including the creation of grantor retained annuity trusts, qualified personal residence trusts, irrevocable gift trusts and irrevocable life insurance trusts.

Education
  • University of Florida, Levin College of Law (LL.M., 1998)
  • University of Florida, Levin College of Law (J.D., with honors, 1997)
  • Florida State University (B.S. in Accounting, with honors, 1994)
Bar Admissions
  • Florida, 1997
Professional Organizations
  • Florida Bar Association, Real Property, Probate and Trust Law Section, Member
  • Lee County Bar Association, Real Property, Probate and Estate Planning Section, Member
  • Lee County Estate Planning Council, Member and Past President (2001-2002)
  • Planned Giving Council of Lee County, Past Member
  • Florida Gulf Coast University, FGCU Foundation Planned Giving Advisory Committee, Member
Professional Recognition
  • Board Certified by the Florida Bar in Wills, Trusts, & Estates, 2004 - Present
  • Martindale-Hubbell, AV Rated
Civic and Philanthropic Activity
  • Children's Home Society, Southwest Division, Past Board Member
  • Junior League of Fort Myers, Sustainer