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Cool Charitable Contribution Strategies in the New Tax Climate

August 23, 2019

Conrad Teitell, a Principal in the Stamford office of Cummings & Lockwood will be speaking at the 38th Annual Attorney/Trust Officer Liaison Conference which will be 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 will speak at a luncheon on "Effective Charitable Giving Strategies for Seniors" to be 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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31st Annual Real Property, Trust & Estate Law, National Conference

April 25, 2019

Laura Weintraub Beck, Chairman of Cummings & Lockwood’s Private Clients Group, will be a featured panelist at the 31st Annual Real Property, Trust & Estate Law, National Conference in Boston on May 9th and 10th.  The Panel is entitled the “Perilous Pot Trust: Balancing Families, Flexibility, and Fiduciary Duties.”

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Estate Planning for the Modern Family

February 5, 2019

David Thal, partner in the Stamford, Connecticut office of the Cummings & Lockwood Private Clients Group, presented to the Western Connecticut Estate & Tax Planning Council on Estate Planning for the Modern Family.

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2018 Professional Advisors Seminar

November 29, 2018

Cummings & Lockwood’s Private Clients Group in Stamford and Greenwich hosted its 2018 Professional Advisors Seminar on Thursday, November 29, 2018, at the Inn at Longshore in Westport, Connecticut.

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2018 Estate and Tax Planning Seminar

Cummings & Lockwood’s Private Clients Group held its 2018 Connecticut Estate and Tax Planning Seminars at Wee Burn Country Club in Darien on October 23, the Field Club of Greenwich in Greenwich on October 25, The Inn at Longshore in Westport on October 30, Stamford Yacht Club in Stamford on November 7, and the Roger Sherman Inn in New Canaan on November 8.

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2018 Greenwich Client Estate Planning Update and Reception

 

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

May 9, 2018

Janice Eiseman, 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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