Cummings & Lockwood

Fiduciary and Trustee Services

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An integral part of Cummings & Lockwood's services to private clients involves counseling with respect to the management of inheritances received by beneficiaries.  The care of property for another is called "fiduciary" service.  Family members often lack the time, flexibility and expertise to take on these responsibilities alone and discharge such duties adequately.  In addition, friends and family members acting as fiduciaries expose themselves to personal liability, often without realizing it or taking appropriate measures to protect themselves.

We are often called on by individuals acting as fiduciaries to provide legal and administration advice in the discharge of their duties.  In addition, the Cummings & Lockwood attorney who has established a personal relationship with a client during the estate planning process may be a good choice as a fiduciary in certain situations.  The attorney also can serve as co-fiduciary with a responsible family member, other individual or institution and share responsibility for the administration of the estate or trust.  When serving as a Personal Representative/Executor or as a Trustee, Cummings & Lockwood attorneys would either retain the same investment advisers used by the client, or, when necessary, identify other appropriate outside investment advisers for investment and portfolio management advice.

Whether acting as fiduciary, co-fiduciary or legal counsel to other fiduciaries, the attorneys in Cummings & Lockwood's Trusts and Estate's practice, together with our dedicated fiduciary accountants and paralegals, can meet all of the legal, tax and accounting requirements of the trust or estate.

Currently, Cummings & Lockwood attorneys act as fiduciaries for over 1,000 trust and estate clients and have over $9 billion in assets under administration.

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Principal Private Clients Group West Hartford, CT 860.313.4946 Download vCard
Laura Weintraub Beck
Laura Weintraub Beck

Laura Weintraub Beck

Chairman, Private Clients Group

lbeck@cl-law.com

T203.863.6590

F203.862.2610

Chairman, Private Clients Group Private Clients Group Greenwich, CT 203.863.6590 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4930 Download vCard
Principal Private Clients Group Naples, FL 239.649.3196 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4936 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8062 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6554 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4298 Download vCard
Principal Private Clients Group Naples, FL 239.649.3180 Download vCard
Principal Private Clients Group Commercial Real Estate Group West Hartford, CT 860.313.4931 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6511 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6503 Download vCard
Principal Private Clients Group Commercial Real Estate Group Greenwich, CT 203.863.6518 Download vCard
Principal Private Clients Group Palm Beach Gardens, FL 561.214.8508 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8067 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8068 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4317 Download vCard
Principal Private Clients Group Naples, FL 239.649.3157 Download vCard
Principal Private Clients Group Naples, FL 239.649.3178 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4343 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6504 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4919 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4933 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6551 Download vCard
Principal Private Clients Group Naples, FL 239.649.3106 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4656 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6542 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4308 Download vCard

An integral part of Cummings & Lockwood's services to private clients involves counseling with respect to the management of inheritances received by beneficiaries.  The care of property for another is called "fiduciary" service.  Family members often lack the time, flexibility and expertise to take on these responsibilities alone and discharge such duties adequately.  In addition, friends and family members acting as fiduciaries expose themselves to personal liability, often without realizing it or taking appropriate measures to protect themselves.

We are often called on by individuals acting as fiduciaries to provide legal and administration advice in the discharge of their duties.  In addition, the Cummings & Lockwood attorney who has established a personal relationship with a client during the estate planning process may be a good choice as a fiduciary in certain situations.  The attorney also can serve as co-fiduciary with a responsible family member, other individual or institution and share responsibility for the administration of the estate or trust.  When serving as a Personal Representative/Executor or as a Trustee, Cummings & Lockwood attorneys would either retain the same investment advisers used by the client, or, when necessary, identify other appropriate outside investment advisers for investment and portfolio management advice.

Whether acting as fiduciary, co-fiduciary or legal counsel to other fiduciaries, the attorneys in Cummings & Lockwood's Trusts and Estate's practice, together with our dedicated fiduciary accountants and paralegals, can meet all of the legal, tax and accounting requirements of the trust or estate.

Currently, Cummings & Lockwood attorneys act as fiduciaries for over 1,000 trust and estate clients and have over $9 billion in assets under administration.

Cummings & Lockwood - The Choice for sophisticated legal counsel.