Cummings & Lockwood

International Estate and Tax Planning

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Cummings & Lockwood’s International Estate and Tax Planning practice provides coordinated cross-border estate and tax planning for United States, foreign and multinational families.  Our International Estate and Tax Planning practice capabilities include:

  • Advising U.S. clients with foreign assets on the proper structures to hold those assets to minimize U.S. taxes and coordinating with foreign counsel.
  • Advising U.S. clients in structuring estate plan documents to benefit foreign beneficiaries.
  • Advising U.S. clients who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
  • Advising foreign clients in structuring investments in the U.S., including the acquisition of real estate.
  • Advising foreign clients in tax efficient structures to transfer assets to U.S. beneficiaries.
  • Advising foreign clients on pre-immigration planning.
  • Advising U.S. clients on renouncing U.S. citizenship or abandoning long-term permanent residency
  • Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.
  • Advising U.S. clients on structuring ownership in foreign businesses to minimize U.S. tax.
  • Administering estates of foreign individuals who own U.S. assets.
  • Administering estates of U.S. individuals who own foreign assets.
  • Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel.
  • Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel.

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
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 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 Greenwich, CT 203.863.6504 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4919 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 203.351.4395 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4308 Download vCard

Cummings & Lockwood’s International Estate and Tax Planning practice provides coordinated cross-border estate and tax planning for United States, foreign and multinational families.  Our International Estate and Tax Planning practice capabilities include:

  • Advising U.S. clients with foreign assets on the proper structures to hold those assets to minimize U.S. taxes and coordinating with foreign counsel.
  • Advising U.S. clients in structuring estate plan documents to benefit foreign beneficiaries.
  • Advising U.S. clients who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
  • Advising foreign clients in structuring investments in the U.S., including the acquisition of real estate.
  • Advising foreign clients in tax efficient structures to transfer assets to U.S. beneficiaries.
  • Advising foreign clients on pre-immigration planning.
  • Advising U.S. clients on renouncing U.S. citizenship or abandoning long-term permanent residency
  • Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.
  • Advising U.S. clients on structuring ownership in foreign businesses to minimize U.S. tax.
  • Administering estates of foreign individuals who own U.S. assets.
  • Administering estates of U.S. individuals who own foreign assets.
  • Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel.
  • Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel.

Cummings & Lockwood - The Choice for sophisticated legal counsel.