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Client Alert - Tax-Free Direct Charitable/IRA Distributions

November 2015

Will Congress extend expired law retroactively for 2015? If so, when? What should donors do?

Charitable Remainder Trust Pitfalls

October 2015

Doing a charitable remainder trust (CRT) the right way enables your clients to make significant charitable gifts, provide life income for themselves (and others) and save taxes. 


Trusts & Estates Magazine

Trust Symposium

October 7, 2015

Daniel G. Johnson Provides Estate and Gift Tax Reform Testimony

September 16, 2015

Daniel G. Johnson testified before the Connecticut State Tax Panel in Hartford concerning the migration of Connecticut residents in light of the current Connecticut estate and gift tax regime, as well as the recent increase in probate court fees.

Cummings & Lockwood Attorneys in Connecticut and Florida Named The Best Lawyers in America for 2016

August 17, 2015

Corporate Counsel magazine has call Best Lawyers "The most respected referral list of attorneys in practice."

Patching Up Mucked Up CRTs

Guidelines for doing it right; how defective trusts can be reformed to quality
August 2015

Why are some charitable remainder trusts (CRTs) mucked up?


Trusts & Estates Magazine

Cummings & Lockwood Attorneys Named 2015 Florida Super Lawyers

July 8, 2015

Cummings & Lockwood is pleased to announce that seven attorneys have been selected to the 2015 Florida Super Lawyers list. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.

Scott Witthuhn Joins Cummings & Lockwood's Commercial Practice in Stamford, Connecticut

July 6, 2015


Scott Witthuhn received his J.D. from Fordham University School of Law and his B.A. from Yale University.

Cummings & Lockwood Wins Significant Probate Law Ruling from Connecticut Supreme Court Concerning Calculation of Surviving Spouse's Statutory Share

June 2015

Cummings & Lockwood successfully argued before the court that the statutory share, which is the portion of an estate that goes to a surviving spouse who was not included in the deceased spouse’s will, is to be based upon the value of the estate’s assets at the time of distribution as opposed to the value at the date of death.