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Sick of Paying State Income Taxes?

A Private Clients Group White Paper
March 25, 2019

Every year as clients file their income tax returns, we field questions about how to be considered a resident of another state (often a state with no state income tax) to reduce or eliminate state income taxes. 

Robert Lancaster Provides Expert Testimony Before Florida Senate and House on Decedent’s Property

March 25, 2019

Recently Robert L. Lancaster, a Principal in Cummings & Lockwood’s Private Clients Group in the Firm’s Naples, Florida office, served as an expert for the Real Property Probate Trust Law Section of the Florida Bar in connection with pending legislation in Florida relating to Decedent’s Property.

Cummings & Lockwood Attorneys Represent Owner in One of the Largest Commercial Lease Transactions in Fairfield County Over the Last 25 Years

March 21, 2019

Cummings & Lockwood is pleased to announce that it has assisted its client, George Comfort & Sons, Inc., in closing a major global headquarters lease at the former UBS site at 677 Washington Boulevard in Stamford, Connecticut.

Have You Ever Been Asked to Serve as Trustee of a Trust? What Does That Mean for You?

March 18, 2019

Have you ever been asked by a family member or friend to serve as Trustee of a trust for the benefit of their children or family members? 

Client Alert - Connecticut's Changes to Estate and Gift Tax Exemptions - Confirmed!

March 12, 2019

In 2019, the Connecticut exemption amount from estate and gift tax has been increased from its prior level of $2,600,000 per individual to $3,600,000.  As we have reported, there has been some confusion as to what is to occur in 2020 and future years because in May of 2018, Governor Dannel P. Malloy and the Connecticut legislature enacted two different bills with respect to the Connecticut estate and gift tax.

2019 Connecticut Legal Awards

March 7, 2019

Cummings & Lockwood is delighted to announce that Partners, Howard S. (Terry) Tuthill III and Edward F. Rodenbach have been selected as 2019 Best Mentor Honorees by the Connecticut Law Tribune for the 2019 Connecticut Legal Awards.

Relocating to Florida

A Private Clients Group White Paper

Drawing upon the experience we have gained through advising our existing clients, we have summarized certain local procedures and laws which may be helpful to you in preparing to live in or establish domicile in Florida

Governor Lamont’s Budget Proposal Includes Potential Changes to Connecticut’s Estate and Gift Tax

February 20, 2019

Governor Lamont’s proposed budget titled “A Path Forward” for Fiscal Year 2020 and 2021 was announced on February 20, 2019 (the “Proposed Budget”) and includes changes to Connecticut’s estate and gift tax regime.

Charitable Deduction Deconstruction

February 12, 2019

There will always be reasons to be charitable. But, if your client is looking to claim a deduction, be sure she follows the rules.

Trusts & Estates Magazine Website

Estate Planning for the Modern Family

February 5, 2019

David Thal, partner in the Stamford, Connecticut office of the Cummings & Lockwood Private Clients Group, presented to the Western Connecticut Estate & Tax Planning Council on Estate Planning for the Modern Family.

YWCA Greenwich's 2019 Women Who Inspire Awards

January 25, 2019

Cummings & Lockwood was a proud sponsor of the YWCA Greenwich’s 2019 Women Who Inspire Awards event, which was held at the Greenwich Country Club on January 25, 2019.

Retirement Planning: It's a Good Time to Review your Estate Plan

January 10, 2019

Laura Weintraub Beck, Chairman of Cummings & Lockwood Private Clients Group was interviewed for an article by Julie Jason, "Retirement Planning: It's a Good Time to Review your Estate Plan" which was syndicated through King Features, a Unit of Hearst which ran January 10, 2019.