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Planning for a Step-up in Basis in a High Exemption Environment

November 2019

In this video, Daniel G. Johnson, a Principal in Cummings & Lockwood’s Private Clients Group, discusses planning for a step up in basis in a high exemption environment.  (27:55)

Cummings & Lockwood Connecticut and Florida Offices Ranked as Best Law Firms in 2020

November 4, 2019

Cummings & Lockwood is pleased to announce all of the Firm’s six offices in Connecticut and Florida have been recognized in their metropolitan areas and main practice areas as among the "Best Law Firms in 2020” by U.S. News & World Report and Best Lawyers.


U.S. News & World Report and Best Lawyers

16 Cummings & Lockwood Attorneys Have Been Named 2019 New England Super Lawyers and Rising Stars

Cummings & Lockwood is pleased to announce that eight attorneys have been selected to the 2019 New England Super Lawyers list and eight attorneys have been selected as Rising Stars in 2019. 

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. 

How to Handle Gifts from 'Tainted' Donors

October 8, 2019

It’s increasingly easier to find information about almost anyone on the internet. Individuals in the public eye, including celebrities and the ultra-wealthy, know that whether the information is positive or negative, it’s probably out there somewhere.


Trusts and Estates Magazine Website

What is a Grantor Trust and How Are Grantor Trusts Used in Estate Planning?

September 10, 2019

Estate planners and accountants often use the phrase “Grantor Trust.”  The term Grantor Trust is a term of art used to describe the tax treatment of certain trusts under the income tax code. 

Cummings & Lockwood Celebrates 110th Anniversary

September 1, 2019

Sunday, September 1, 2019 marked Cummings & Lockwood’s 110th anniversary as a firm.

Creating and Operating Charitable Entities

September 2019

Should a client create a private foundation (PF) or donor-advised fund (DAF) - or contribute directly to a public charity? The answer: it depends on the facts of each client’s situation.


Trusts & Estates Magazine

34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020

August 15, 2019

Cummings & Lockwood LLC is pleased to announce that 34 of its attorneys in Connecticut and Florida have been listed in The Best Lawyers in America® 2020.  Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence.

Eight Cummings & Lockwood’s Trusts & Estates Attorneys Named Florida Super Lawyers in 2019

August 13, 2019

Cummings & Lockwood is pleased to announce that the following eight trusts and estates attorneys in the Firm’s Naples and Bonita Springs, Florida offices have been selected Florida Super Lawyers in 2019.

Connecticut Quietly Ends Estate Tax Strategy Previously Available to Non-Residents

August 1, 2019

In the flurry of legislation passed in June at the end of the legislative session, Connecticut quietly closed a Connecticut estate tax loophole that was available to non-residents.    

Cummings & Lockwood Garners the Top Spot in Private Wealth Law in the 2019 Chambers High Net Worth Guide

July 15, 2019

Cummings & Lockwood is pleased to announce that for the fourth year in a row, the Firm has been ranked in Tier 1 in Private Wealth Law by Chambers & Partners in their 2019 Chambers High Net Worth Guide.