News & Insights
William N. Wright, Litigation Attorney, Promoted to Partner at Cummings & Lockwood LLCNovember 10, 2021
Cummings & Lockwood is pleased to announce that William N. Wright, an attorney in the firm’s Litigation Group and based in their Stamford, Connecticut office, has been elected to Partner, effective January 1, 2022.
Cummings & Lockwood LLC Recognized as a “Best Law Firm” by Best Lawyers and U.S. News & World ReportNovember 10, 2021
Cummings & Lockwood is pleased to announce that the firm has been recognized as a “Best Law Firm” in several legal practice areas in Connecticut by Best Lawyers and U.S. News & World Report.
Scott T. Witthuhn, Commercial Attorney, Has Been Promoted to Counsel at Cummings & Lockwood LLCNovember 10, 2021
Cummings & Lockwood is pleased to announce that Scott T. Witthuhn, an Associate in the firm’s Commercial Real Estate Group and Corporate and Finance Group, has been promoted to Counsel, effective January 1, 2022.
Postmortem PlanningNovember 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 PrincipalOctober 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 OutsOctober 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 LetterSeptember 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.
Cummings & Lockwood Garners the Top Spot in Private Wealth Law and Private Wealth Disputes in Connecticut in the Chambers 2021 High Net Worth GuideJuly 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.