Cummings & Lockwood LLC
Presentation to crowd of people

2019 Greenwich Client Estate Planning Update and Reception

October 15, 2019

Cummings & Lockwood’s Greenwich Private Clients Group held its 2019 Estate Planning Update and Reception for clients on Wednesday, October 16,  2019, at the Greenwich Country Club in Greenwich, Connecticut from 4:00 - 6:30 p.m. 

Our program updated our cliengs on many important developments, including this new legislation:

  • Federal and Connecticut Estate and Gift Tax Developments
  • The current state of Greenwich Real Estate, including the new "Mansion Tax"
  • Connecticut Directed Trusts
  • Connecticut Domestic Asset Protection Trusts
  • Connecticut Uniform Trust Code, Rule Against Perpetuities and Dynasty Trusts

Greenwich Country Club
19 Doubling Road
Greenwich, Connecticut