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Daniel P. Fitzgerald, Principal in Cummings & Lockwood’s Private Clients Group, to Speak at CTCPA’s Federal Tax Conference

November 24, 2021

Daniel P. Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, will be giving a presentation at the Connecticut Society of CPA’s Live Stream Federal Tax Conference on Wednesday, December 1, 2021, from 10:20 a.m. - 11:20 a.m.  

IRS Raises Annual Exclusion and Gift and Estate Tax Exemptions for 2022

November 11, 2021

In Revenue Procedure 2021-45, the IRS announced its inflation adjustments to key figures for the calendar year 2022. For the first time in several years, the annual exclusion from gift tax will increase from $15,000 to $16,000 per year per donee effective January 1. 2022.

Cummings & Lockwood LLC Recognized as a “Best Law Firm” in Trusts & Estates and Tax Law by Best Lawyers and U.S. News & World Report

November 11, 2021

Cummings & Lockwood is pleased to announce that the firm has been recognized as a Tier 1 “Best Law Firm” in Trusts and Estates Law in the Fort Myers and West Palm Beach metropolitan areas by Best Lawyers and U.S. News & World Report.  It also ranked as a Tier 2 “Best Law Firm” in Tax Law in the West Palm Beach metropolitan area.

William N. Wright, Litigation Attorney, Promoted to Partner at Cummings & Lockwood LLC

November 10, 2021

Cummings & Lockwood is pleased to announce that William N. Wright, an attorney in the firm’s Litigation Group and based in their Stamford, Connecticut office, has been elected to Partner, effective January 1, 2022.

Cummings & Lockwood LLC Recognized as a “Best Law Firm” by Best Lawyers and U.S. News & World Report

November 10, 2021

Cummings & Lockwood is pleased to announce that the firm has been recognized as a “Best Law Firm” in several legal practice areas in Connecticut by Best Lawyers and U.S. News & World Report.

Scott T. Witthuhn, Commercial Attorney, Has Been Promoted to Counsel at Cummings & Lockwood LLC

November 10, 2021

Cummings & Lockwood is pleased to announce that Scott T. Witthuhn, an Associate in the firm’s Commercial Real Estate Group and Corporate and Finance Group, has been promoted to Counsel, effective January 1, 2022.

Postmortem Planning

November 2, 2021

In this video, ACTEC (The American College of Trusts and Estate Counsel) Fellows, Laura Weintraub Beck, Vice Chairman and Chair of the Private Clients Group of Cummings & Lockwood LLC and Jonathan P. (JP) Lee of Sojourner, Caughman & Thomas, LLC give a concise summary of estate tax planning, disclaiming, decanting, portability options and the impact of pre-mortem decisions on postmortem planning.

Joseph Cessario Joins Cummings & Lockwood as a Residential and Commercial Real Estate Principal

October 28, 2021

Cummings & Lockwood is pleased to announce that Joseph Cessario, a residential and commercial real estate attorney, has joined the firm as a Principal in its Private Clients Group and Commercial Real Estate Group.  He is based in the Stamford office. 

Donors’ Charitable Pledges

The Ins and Outs
October 2021 Issue

Conrad Teitell, Heather J. Rhoades and Brianna L Marquis wrote an article for Trusts and Estates Magazine entitled "Donors' Charitable Pledges" which was published in the October 2021 Issue.


Trusts & Estates Magazine

Bonie S. Montalvo Joins Cummings & Lockwood’s Private Clients Practice in Bonita Springs Office

Cummings & Lockwood is pleased to announce that Bonie S. Montalvo has joined the firm as an Associate in the Private Clients Group based in its Bonita Springs office.

2021 Private Clients Group Annual Update Letter

September 24, 2021

This annual update summarizes the current status of the estate and gift tax rates and exemptions at the federal and state levels (Connecticut, New York and Florida) and highlights key provisions of these important state law developments.

Contracts to Make a Will

They can be used for estate plans and charitable giving.
September Issue

Conrad Teitell, Heather J. Rhoades and Brianna L Marquis wrote an article for Trusts and Estates Magazine entitled "Contracts to Make a Will" which was published in the September 2021 Issue.


Trusts & Estates Magazine