Cummings & Lockwood Recognized As One of the Leading Trusts and Estates Practices in Connecticut by Chambers & Partners
July 26, 2018
Cummings & Lockwood is pleased to announce that for the third year in a row the Firm’s Private Clients Group has been ranked in Tier 1 by Chambers & Partners in the 2018 edition of Chambers High Net Worth Guide. The Guide, which is based on objective and independent research, recognizes the world’s leading high net worth advisers.
“We are proud to have been named one of the top private clients practices in Connecticut,” noted Jonathan B. Mills, Firm-wide Chairman and Managing Director of Cummings & Lockwood.
Considered an "excellent firm," Cummings & Lockwood provides a wide range of trusts and estates services to wealthy individuals, families and family offices. The team advises on wealth protection, philanthropic giving and tax planning. "I advise clients that if they need sophisticated estate, tax and business planning, it is one of, if not the leading firm in Connecticut," enthuses a source.
"Cummings & Lockwood has an unusual depth and sophisticated expertise in the specialities of the trusts and estates practice," reports one interviewee. Another commentator says: "They are first-rate and one of the largest trusts and estates departments in the state. I think highly of many of the lawyers there."
In addition, Chambers has recognized several of the Firm’s trust and estate practitioners, including:
Paul Bourdeau (West Hartford Office) is recognised as "an excellent lawyer" and as having "one of the best reputations" for assisting wealthy individuals with trusts and estates planning. Bourdeau also has expertise in wealth transfer matters, business succession planning and charitable giving. One local attorney comments that "he operates at a very high level." Another interviewee remarks: "He has that father-like presence and he exudes confidence."
The "excellent" Howard Tuthill (Stamford Office) advises high net worth individuals and family offices on domestic and international estate and tax planning. He also has experience in business succession planning and philanthropic giving. "He has a wealth of experience and is a tireless worker," enthuses an interviewee.
Kelley Galica Peck (West Hartford Office) "is a strong estate and tax planner with particular strength in complex estate administration and taxes," reports one fellow wealth professional. Another interviewee explains: "Kelley is brilliant and brings a down-to-earth approach to complicated problems, always finding practical solutions." A market insider says: "She is highly astute and personable. She is up-to-date on the latest changes to tax and probate law, and practices on a sophisticated level with both precision and imagination."
Douglas Olin (Greenwich Office) is well regarded for his practice in estate and tax planning. Olin advises on planning for family businesses, the administration of trusts and estates, and charitable giving.
Heather Rhoades (West Hartford Office) assists wealthy clients with domestic and international estate and tax planning, and has expertise in charitable planning. "She is very practical in getting to solid solutions for everybody," reports a market commentator. "She is an excellent lawyer," says an interviewee, adding: "She is also very good at explaining complicated things in ways people understand."