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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 and moderated by Susan Lipp, Editor-in-Chief of Trusts & Estates Magazine.


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. 


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. 


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.


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.


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". 


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.” 


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.


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.