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Cummings & Lockwood Welcomes New Private Clients Attorney, Samuel F. Blatt, in the Firm’s West Hartford Office

June 8, 2020

Cummings & Lockwood LLC is pleased to announce that Samuel F. Blatt has joined Cummings & Lockwood’s Private Clients Group as an Associate in the Firm’s West Hartford office.

Timing is Everything When It Comes to Self-Dealing Rules

Private letter ruling should provide comfort to fiduciaries interacting with private foundations
June 3, 2020

Stefania L. Bartlett and Cara Howe Santoro wrote an article for WealthManagement.com entitled "Timing is Everything When It Comes to Self-Dealing Rules" which was published on June 3, 2020.


WealthManagement.com

An Introduction to Cummings & Lockwood

June 1, 2020

In this video, Jonathan B. Mills discusses the 110 year history of Cummings & Lockwood, a law firm headquartered in Stamford, Connecticut; the establishment of six offices in Connecticut and Florida; its four main practice areas which include Private Clients, Corporate & Finance, Litigation and Commercial Real Estate; and its clients which include private clients and commercial enterprises.  (5:30)

Quid Pro Quo and Fundraising Events

Conrad Teitell, Rachel B.G. Sherman and Katherine C. Gent wrote an article for Trusts and Estate Magazine entitled "Quid Pro Quo and Fundraising Events" which was published in the June 2020 Issue.


Trusts & Estates Magazine

WEBINAR: S Corp Issues for Trusts and Estates: Qualified Shareholders, Key Tax Rules, Multiple Trusts, QSST, ESBT - Wednesday, July 1, 2020 at 1:00 p.m. EDT

May 26, 2020

Stefania L. Bartlett and Cara Howe Santoro, attorneys in the Private Clients Group of Cummings & Lockwood will participate in a Webinar on Wednesday, July 1, 2020 at 1:00 p.m. EDT presented by Strafford Live Webinars.

Quid Pro Quo isn't Just a Political Issue

Conrad Teitell, Rachel B.G. Sherman and Katherine C. Gent wrote an article for Trusts and Estate Magazine entitled "Quid Pro Quo isn't Just a Political Issue" which was published in the May 2020 Issue.


Trusts & Estates Magazine

The CARES Act Suspends Required Minimum Distributions for 2020

May 26, 2020

The Coronavirus Aid, Relief and Economic Security (CARES) Act suspended required minimum distributions (“RMDs”) for 2020 for retirement plans such as 401(k)s, 403(b)s, 457(b)s, SEP IRAs, Simple IRAs, and traditional IRAs.  A RMD is the amount of money that is required to be withdrawn by the participant when the participant has reached a certain age or by the beneficiary of an inherited IRA

CLIENT ALERT: Connecticut and New York Authorize the Virtual Execution of Wills in addition to Virtual Notarization in response to the Outbreak of Covid-19

April 13, 2020

Many legal documents, especially estate planning and real estate related documents that will be recorded on land records, require notarization and witnesses.

CLIENT ALERT: IRS to Accept Digital Signatures and Email

April 1, 2020

In response to the COVID-19 pandemic, effective immediately, the IRS will accept scanned, photographed, and digital signatures on certain documents relating to the determination or collection of tax liabilities. This temporary measure is to assist taxpayers and tax professionals in completing tasks remotely.

CLIENT ALERT: IRS Postpones Due Date for Filing Gift and Generation-Skipping Transfer Tax Returns

March 27, 2020

On March 27th, the Internal Revenue Service (IRS) postponed the due date for filing federal gift (and generation skipping transfer) tax returns (Forms 709) and any gift tax payments from April 15th to July 15th in response to the outbreak of Covid-19.

CLIENT ALERT: Litigation Will Follow This Crisis

March 24, 2020

While the current health crisis is unprecedented, the financial crisis and legal claims and disputes that will follow from it are not. Our litigation attorneys have prosecuted, defended and resolved claims for our clients resulting from past financial crises.

CLIENT ALERT: Treasury Delays April 15th Tax Payment and Filing Deadline by 90 Days in Response to the Outbreak of Covid-19

March 20, 2020

On March 20, 2020, Treasury Secretary, Steven Mnuchin, announced via Twitter the following:

At [President Trump’s] direction, we are moving Tax Day from April 15 to July 15. All taxpayers and businesses will have this additional time to file and make payments without interest or penalties.