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WEBINAR: Operating Charitable Entities: Help clients choose their philanthropic paths through a private foundation or donor-advised fund

December 11, 2019

Stefania L. Bartlett and Cara Howe Santoro, attorneys in the Private Clients Group of Cummings & Lockwood will present at a Webinar on Wednesday, December 11, 2019 at 2:00 p.m. EST hosted by WealthManagement.com and moderated by Susan Lipp, Editor-in-Chief of Trusts & Estates Magazine.

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2019 Professional Advisors Seminar

November 21, 2019

Cummings & Lockwood’s Private Clients Group in Stamford and Greenwich hosted its 2019 Professional Advisors Seminar on Thursday, November 21, 2019, at the Inn at Longshore in Westport, Connecticut. 

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2019 Greenwich Client Estate Planning Update and Reception

October 16, 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. 

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Cool Charitable Contribution Strategies in the New Tax Climate

May 23, 2019

Conrad Teitell, a Principal in the Stamford office of Cummings & Lockwood spoke at the 38th Annual Attorney/Trust Officer Liaison Conference which was held Thursday, August 22 - Saturday, August 24, 2019 at The Breakers in Palm Beach, Florida.

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Effective Charitable Giving Strategies for Seniors

April 30, 2019

Mary Beth Crawford, a Partner in the Bonita Springs office of Cummings & Lockwood spoke at a luncheon on "Effective Charitable Giving Strategies for Seniors" which was  held on May 1, 2019 at 12:00 p.m. at The Terraces at Bonita Springs in the Wagon Wheel Room.  Learn the best ways to support your favorite charities.

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Federal and Connecticut Estate Tax Audits - Prevention, Treatment and Cure

February 28, 2018

Paul L. Bourdeau, a Principal in the Private Clients Group of the West Hartford Office was a presenter at a seminar for The Estate and Business Planning Council of Hartford entitled "Federal and Connecticut Estate Tax Audits - Prevention, Treatment and Cure". 

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WEBINAR - Journal in the Round

Avoiding and Fixing Common Estate Planning Mistakes
March 31, 2017

Caroline Demirs Calio, a principal in Cummings & Lockwood’s Private Clients Group, presented a webinar to members of the Financing Planning Association in March 2017 entitled “Journal in the Round: Avoiding and Fixing Common Estate Planning Mistakes.” 

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Implications of the Emergency Economic Stabilization Act

Help Your Clients Plan for a 2017 Deadline
February 18, 2016

Laura Weintraub Beck, a Principal in Cummings & Lockwood's Private Client Group gave a presentation to the Fairfield County Community Foundation Professional Advisors Council on the "Implications of the Emergency Economic Stabilization Act" on Thursday, February 18, 2016.

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WEBINAR: Crash Estate Planning for Generalists

November 10, 2015

Conrad Teitell, Daniel G. Johnson and Stefania L. Bartlett in Cummings & Lockwood's Private Clients Group presenteda 90-minute webinar for Thomson Reuters' West LegalEd on November 10, 2015.

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