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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

New Tax Bill Targets Pass-Through Entities to Help Small Businesses

A push to expand eligibility, simplify calculations and include a phaseout for the pass-through deduction.
August 3, 2021

Brianna L. Marquis wrote an article for WealthManagement.com entitled "New Tax Bill Targets Pass-Through Entities to Help Small Businesses" which was published on August 3, 2021.


WealthManagement.com 

Cummings & Lockwood Garners the Top Spot in Private Wealth Law and Private Wealth Disputes in Connecticut in the Chambers 2021 High Net Worth Guide

July 23, 2021

Cummings & Lockwood is pleased to announce that it has been selected as a Tier 1 firm in Private Wealth Law in Connecticut in Chambers High Net Worth Guide 2021 for the six consecutive year.  The Guide, which is based on objective and independent research, recognizes the world’s leading high net worth advisers.

A Practical Guide to Philanthropic Giving

The purpose of this guide is to assist you in understanding the philanthropic landscape, the tax benefits of charitable giving and the types of assets that can be used for different philanthropic purposes.  It also is designed to familiarize you with the various charitable giving vehicles that potentially can be created as part of your overall estate plan.

Pandemic-Related Issues in Commercial Leases

April 22, 2021

In the year or so since COVID-19 has disrupted every industry, there have been several recurring issues in commercial real estate leases worthy of discussion. In this brief alert we delve into a few of them in the hopes of better educating and arming our clients against certain common issues.

Cummings & Lockwood Announces the Addition of Six New Associates to the Firm’s Private Clients Group

April 9, 2021

Cummings & Lockwood is pleased to announce the addition of six new Associates to its Private Clients Group in Connecticut and Florida.

New York Set to Increase Income Taxes on High Earners

April 8, 2021

Governor Cuomo and New York legislators recently announced an agreement on New York’s budget that includes a significant increase for the income tax rates that will be charged against New Yorkers with high levels of income.  The bill is expected to pass.