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2018 Estate and Tax Planning Seminar

You are cordially invited to attend Cummings & Lockwood’s 2018 Estate and Tax Planning Seminar which is being hosted by the Firm’s Private Clients Group.

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2018 Greenwich Client Estate Planning Update and Reception

October 3, 2018, Greenwich Country Club
 

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“IRC Section 734 Adjustments: Applying the 754 Election to Distributions of Partnership Property”

May 9, 2018

Janice Eisman, a Principal in the Stamford office, gave a CLE program for Strafford in New York City on May 9, 2018 entitled “IRC Section 734 Adjustments:  Applying the 754 Election to Distributions of Partnership Property.”

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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 will be a presenter in 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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2018 Client Estate Planning Seminars

Wednesday, January 31, 2018 and Thursday, February 15, 2018

The Naples and Bonita Springs Private Clients Group will hold their 2018 Client Estate Planning Seminars on Wednesday, January 31, 2018 at the Hilton Naples and Thursday, February 15, 2018 at the Hyatt Regency Coconut Point..

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Paul L. Bourdeau to Present at Connecticut Society of CPAs Personal Financial Planning Conference

December 7, 2017

Paul L. Bourdeau, a Principal in the Private Clients Group of our West Hartford office will be presenting at the Connecticut Society of CPAs Personal Financial Planning Conference on December 7, 2017.  His presentation is entitled "Taxation of and Estate Planning for Distributions from Defined Contribution Plans and IRAs".

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2017 Professional Advisors Breakfast Seminar

The Estate Planning Questions You Ask Us About (Or Should)
November 30, 2017

Cummings & Lockwood’s Private Clients Group is hosting its 2017 Professional Advisors Breakfast Seminar on Thursday, November 30, 2017, at The Inn at Longshore, in Westport, Connecticut, from 7:30 a.m. – 11:30 a.m.

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Webinar - Journal in the Round

Avoiding and Fixing Common Estate Planning Mistakes
March 31, 2017

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2016 Professional Advisors Breakfast Seminar

100 Things You Need to Know about Trusts and Estate Planning to Better Serve Your Clients
November 30, 2016

Cummings & Lockwood’s Private Clients Group is hosting its 2016 Professional Advisors Breakfast Seminar on Wednesday, November 30, 2017, at The Inn at Longshore, in Westport, Connecticut, from 7:30 a.m. – 11:30 a.m.

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FineMark National Bank & Trusts Women's Financial Series

Estate Planning - Beyond the Basics
March 3, 2016

Mary Beth Crawford, a Principal in Cummings & Lockwood's Private Clients Group, will be speaking with Billie Porter, Vice President & Trust Administrator of FineMark National Bank & Trust at a Women's Financial Series.  Session 3:  Estate Planning - Beyond the Basics will be held on Thursday, March 3, 2016 from 10:00 a.m. - 11:30 a.m.

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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 will be giving 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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Bridge-the-Gap

Ethics and Skills for Newly Admitted New York Attorneys 2016
January 27, 2016

Today’s new lawyers are expected to demonstrate a strong understanding of professional skills that aren’t always offered in law school.

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