Cummings & Lockwood

Private Clients Group

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Cummings & Lockwood has one of the largest trusts and estates practices in the United States, with a significant private client base of high net worth individuals and families, family offices, closely-held businesses, and private foundations. 

Our private clients attorneys are experienced in the areas of estate planning and administration; estate, income and gift tax; trust formation and management; executor and trustee services; charitable giving and foundations; special needs planning; probate law; and residential real estate. 

Whether dealing with recently acquired assets or family fortunes that span generations, the Firm provides innovative strategies and solutions to preserve, enhance and transition our clients' wealth, as well as meet their varied legal needs and personal goals.

Our Private Clients Group comprises the following practice areas:

  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Fiduciary and Trustee Services
  • Wealth Protection Planning
  • Philanthropic Giving
  • International Estate and Tax Planning
  • Estate Planning for Hedge Fund and Private Equity Principals
  • National Charitable Planning Group
  • Business Succession Planning
  • Probate and Tax Litigation
  • Residential Real Estate

What Differentiates Cummings & Lockwood?

  • Established in 1909, we have one of the largest, oldest and most respected trusts and estates practices in the United States.
  • We are known for giving our clients and families partner-level attention and highly personal client service throughout their lifetimes.
  • We have more Fellows of The American College of Trust and Estate Counsel (ACTEC); Florida Board Certified Wills, Trusts and Estates Attorneys; AV rated Martindale-Hubbell lawyers; Best Lawyers; and Super Lawyers per capita than our competitors.
  • We have developed state-of-the-art software technology and proprietary document drafting systems that enable us to create estate planning instruments for our clients that reflect best legal practices and industry leading standards.
  • We have our own in-house team of fiduciary accountants and paralegals who assist our attorneys with death tax returns, income tax returns for trusts and estates, gift tax returns, accountings and planning for our clients.
  • We are experienced with all issues relating to domicile and residency-based taxation and have offices in U.S. states both with and without income and death taxes.
  • We serve as fiduciaries for many of our clients’ estates and trusts and currently have over $7.5 billion in assets under administration.
  • We have clients who reside in nearly all 50 U.S. states and in over 25 countries around the world.
  • We are able to provide our private clients with a full range of legal services to meet their personal and/or business needs.

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Leslie Hunt Anstett

Leslie Hunt Anstett

Fiduciary Accountant

lanstett@cl-law.com

T203.351.4111

F203.708.3940

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4111 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4417 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4194 Download vCard
Principal 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
Paralegal Private Clients Group Greenwich, CT 203.863.6578 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
Carol J. DeRosier

Carol J. DeRosier

Fiduciary Accountant

cderosier@cl-law.com

T860.313.4926

F860.313.4962

Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4926 Download vCard
Principal Private Clients Group Naples, FL 239.649.3180 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6501 Download vCard
Rosemary Dreher

Rosemary Dreher

Fiduciary Accountant

rdreher@cl-law.com

T203.351.4177

F203.708.3870

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4177 Download vCard
Alexander Dunlap

Alexander Dunlap

Fiduciary Accountant

adunlap@cl-law.com

T239.649.3152

F239.430.3328

Fiduciary Accountant Private Clients Group Naples, FL 239.649.3152 Download vCard
Principal Corporate & Finance Group Private Clients Group Stamford, CT 203.351.4231 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
Associate Private Clients Group Greenwich, CT 203.863.6577 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
Lori Gryga

Lori Gryga

Fiduciary Accountant

lgryga@cl-law.com

T203.351.4329

F203.708.3806

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4329 Download vCard
Counsel Private Clients Group Bonita Springs, FL 239.390.8086 Download vCard
Principal Private Clients Group Palm Beach Gardens, FL 561.214.8508 Download vCard
Richard W. Hayden

Richard W. Hayden

Fiduciary Accountant

rhayden@cl-law.com

T203.351.4521

F203.708.3871

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4521 Download vCard
Cynthia Hendricks

Cynthia Hendricks

Fiduciary Accountant

chendricks@cl-law.com

T239.390.8074

F239.430.3307

Fiduciary Accountant Private Clients Group Bonita Springs, FL 239.390.8074 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8067 Download vCard
Counsel Private Clients Group Greenwich, CT 203.863.6591 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8068 Download vCard
Virginia Hyde

Virginia Hyde

Fiduciary Accountant

vhyde@cl-law.com

T203.351.4493

F203.708.3949

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4493 Download vCard
Fiduciary Accountant Private Clients Group Greenwich, CT 203.863.6546 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4317 Download vCard
Pellumb Kabashi

Pellumb Kabashi

Fiduciary Accountant

pkabashi@cl-law.com

T239.649.3147

F239.430.3314

Fiduciary Accountant Private Clients Group Naples, FL 239.649.3147 Download vCard
Lora Lynne Krider

Lora Lynne Krider

Fiduciary Accountant

lkrider@cl-law.com

T239.649.3129

F239.430.3321

Fiduciary Accountant Private Clients Group Naples, FL 239.649.3129 Download vCard
Principal Private Clients Group Naples, FL 239.649.3157 Download vCard
Principal Private Clients Group Naples, FL 239.649.3178 Download vCard
Joan Lucia

Joan Lucia

Fiduciary Accountant

jlucia@cl-law.com

T203.351.4272

F203.708.3833

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4272 Download vCard
Counsel Private Clients Group Bonita Springs, FL 239.390.8060 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4275 Download vCard
Principal Private Clients Group Palm Beach Gardens, FL 561.214.8503 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4198 Download vCard
Diane M. McNabb

Diane M. McNabb

Fiduciary Accountant

dmcnabb@cl-law.com

T239.390.8064

F239.430.3371

Fiduciary Accountant Private Clients Group Bonita Springs, FL 239.390.8064 Download vCard
Counsel Private Clients Group Greenwich, CT 203.863.6506 Download vCard
Firm Chairman Commercial Real Estate Group Corporate & Finance Group Private Clients Group Stamford, CT 203.351.4100 Download vCard
Mitchell Moran

Mitchell Moran

Fiduciary Accountant

mmoran@cl-law.com

T561.214.8502

F239.430.3360

Fiduciary Accountant Private Clients Group Palm Beach Gardens, FL 561.214.8502 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4343 Download vCard
Associate Private Clients Group West Hartford, CT 860.313.4920 Download vCard
Cheryl Noell

Cheryl Noell

Fiduciary Accountant

cnoell@cl-law.com

T239.390.8071

F239.430.3319

Fiduciary Accountant Private Clients Group Bonita Springs, FL 239.390.8071 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6504 Download vCard
Counsel Private Clients Group Naples, FL 239.649.3193 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4919 Download vCard
Paralegal Private Clients Group West Hartford, CT 860.313.4943 Download vCard
Associate Private Clients Group Bonita Springs, FL 239.390.8069 Download vCard
Janet D. Poklemba

Janet D. Poklemba

Fiduciary Accountant

jpoklemba@cl-law.com

T239.649.3115

F239.430.3336

Fiduciary Accountant Private Clients Group Naples, FL 239.649.3115 Download vCard
Gabriel I. Quino

Gabriel I. Quino

Fiduciary Accountant

gquino@cl-law.com

T203.863.6549

F203.862.2640

Fiduciary Accountant Private Clients Group Greenwich, CT 203.863.6549 Download vCard
Lorna Redrup

Lorna Redrup

Fiduciary Accountant

lredrup@cl-law.com

T203-351-4284

F203-708-3826

Fiduciary Accountant Private Clients Group Stamford, CT 203-351-4284 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3155 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4933 Download vCard
Associate Private Clients Group Greenwich, CT 203.863.6544 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4392 Download vCard
Gail I. Robertino

Gail I. Robertino

Fiduciary Accountant

grobertino@cl-law.com

T203.351.4504

F203.708.3925

Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4504 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6551 Download vCard
Alberto C. Rua

Alberto C. Rua

Fiduciary Accountant

arua@cl-law.com

T203.863.6548

F203.862.2603

Fiduciary Accountant Private Clients Group Greenwich, CT 203.863.6548 Download vCard
Principal Private Clients Group Naples, FL 239.649.3106 Download vCard
Alison A. Sankner

Alison A. Sankner

Fiduciary Accountant

asankner@cl-law.com

T860.313.4927

F860.313.4383

Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4927 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4195 Download vCard
Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4941 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4121 Download vCard
Igor Semida

Igor Semida

Estate Administrator

isemida@cl-law.com

T203.863.6563

F203.862.2604

Estate Administrator Private Clients Group Greenwich, CT 203.863.6563 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4656 Download vCard
Paralegal Private Clients Group West Hartford, CT 860.313.4924 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6542 Download vCard
Associate Private Clients Group Naples, FL 239.649.3158 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4164 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4395 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4308 Download vCard
Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4937 Download vCard
Counsel Private Clients Group Stamford, CT 203.351.4692 Download vCard

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Cummings & Lockwood has one of the largest trusts and estates practices in the United States, with a significant private client base of high net worth individuals and families, family offices, closely-held businesses, and private foundations. 

Our private clients attorneys are experienced in the areas of estate planning and administration; estate, income and gift tax; trust formation and management; executor and trustee services; charitable giving and foundations; special needs planning; probate law; and residential real estate. 

Whether dealing with recently acquired assets or family fortunes that span generations, the Firm provides innovative strategies and solutions to preserve, enhance and transition our clients' wealth, as well as meet their varied legal needs and personal goals.

Our Private Clients Group comprises the following practice areas:

  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Fiduciary and Trustee Services
  • Wealth Protection Planning
  • Philanthropic Giving
  • International Estate and Tax Planning
  • Estate Planning for Hedge Fund and Private Equity Principals
  • National Charitable Planning Group
  • Business Succession Planning
  • Probate and Tax Litigation
  • Residential Real Estate

What Differentiates Cummings & Lockwood?

  • Established in 1909, we have one of the largest, oldest and most respected trusts and estates practices in the United States.
  • We are known for giving our clients and families partner-level attention and highly personal client service throughout their lifetimes.
  • We have more Fellows of The American College of Trust and Estate Counsel (ACTEC); Florida Board Certified Wills, Trusts and Estates Attorneys; AV rated Martindale-Hubbell lawyers; Best Lawyers; and Super Lawyers per capita than our competitors.
  • We have developed state-of-the-art software technology and proprietary document drafting systems that enable us to create estate planning instruments for our clients that reflect best legal practices and industry leading standards.
  • We have our own in-house team of fiduciary accountants and paralegals who assist our attorneys with death tax returns, income tax returns for trusts and estates, gift tax returns, accountings and planning for our clients.
  • We are experienced with all issues relating to domicile and residency-based taxation and have offices in U.S. states both with and without income and death taxes.
  • We serve as fiduciaries for many of our clients’ estates and trusts and currently have over $7.5 billion in assets under administration.
  • We have clients who reside in nearly all 50 U.S. states and in over 25 countries around the world.
  • We are able to provide our private clients with a full range of legal services to meet their personal and/or business needs.

Cummings & Lockwood - The Choice for sophisticated legal counsel.

NEWS & PRESS RELEASES