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 over 1,000 of our clients’ estates and trusts and currently have over $9 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
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4111 Download vCard
Counsel Private Clients Group Stamford, CT 203.351.4417 Download 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
Paralegal Private Clients Group Greenwich, CT 203.863.6578 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4936 Download vCard
Associate Private Clients Group Naples, FL 239.649.3185 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
Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4926 Download vCard
Principal Private Clients Group Naples, FL 239.649.3180 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4177 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
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
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4521 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4121 Download vCard
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
Principal Private Clients Group Bonita Springs, FL 239.390.8068 Download vCard

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
Associate Private Clients Group Greenwich, CT 203.863.6591 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4317 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3147 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

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
Associate Private Clients Group West Hartford, CT 860.313.4923 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4198 Download vCard
Fiduciary Accountant Private Clients Group Bonita Springs, FL 239.390.8064 Download vCard
Principal 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
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

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
Principal Private Clients Group West Hartford, CT 860.313.4919 Download vCard
Paralegal Private Clients Group West Hartford, CT 860.313.4943 Download vCard
Counsel Private Clients Group Bonita Springs, FL 239.390.8069 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3115 Download vCard
Fiduciary Accountant Private Clients Group Greenwich, CT 203.863.6549 Download vCard
Fiduciary Accountant Private Clients Group Greenwich, CT 203.863.6546 Download vCard

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
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4392 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4504 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6551 Download vCard
Associate Private Clients Group Greenwich, CT 203.863.6502 Download vCard

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
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

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
Principal Private Clients Group Stamford, CT 203.351.4395 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4308 Download vCard
Associate Private Clients Group Greenwich, CT 203-863-6544 Download vCard

Laura Wasch

Fiduciary Accountant

lwasch@cl-law.com

T239.649.3193

F239.430.3323

Fiduciary Accountant Private Clients Group Naples, FL 239.649.3193 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

2018 Representative Matters

In 2018, our Private Clients Group continued to expand upon its past successes in working with high net worth individuals, families, family offices, privately held businesses and charitable organizations.  Some of the matters on which we advised clients included the following:

  • We counseled individual clients located throughout the United States and abroad in connection with the drafting, updating or amending of their estate plans.
  • We helped our clients take advantage of the increased federal gift, estate and generation-skipping tax exemptions by developing gift programs and structures tailored to their estate plans.
  • We represented numerous owners of privately-held businesses in connection with various estate, succession and income tax planning strategies.
  • We represented executors and trustees, and served as individual executors and trustees, on hundreds of trusts and estates matters.
  • We advised numerous private family foundations and supporting philanthropic organizations ranging in size from $500,000 to in excess of $250,000,000.
  • We were retained by leading law firms throughout the country as special counsel on a wide variety of complex estate, gift and charitable tax planning and administration engagements.
  • We represented owners of large family real estate compounds in connection with the preservation, management and/or disposition of real estate for conservation purposes or for multigenerational family needs.
  • We advised U.S. citizens and resident and non-resident aliens on asset protection planning and on complex international gift, estate and income tax matters.
  • We assisted several estate planning clients with changing their domiciles.
  • We represented numerous private clients in Connecticut, New York and Florida with respect to the purchase and sale of their residential properties.

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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 over 1,000 of our clients’ estates and trusts and currently have over $9 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.

 

Representative Matters

2018 Representative Matters

In 2018, our Private Clients Group continued to expand upon its past successes in working with high net worth individuals, families, family offices, privately held businesses and charitable organizations.  Some of the matters on which we advised clients included the following:

  • We counseled individual clients located throughout the United States and abroad in connection with the drafting, updating or amending of their estate plans.
  • We helped our clients take advantage of the increased federal gift, estate and generation-skipping tax exemptions by developing gift programs and structures tailored to their estate plans.
  • We represented numerous owners of privately-held businesses in connection with various estate, succession and income tax planning strategies.
  • We represented executors and trustees, and served as individual executors and trustees, on hundreds of trusts and estates matters.
  • We advised numerous private family foundations and supporting philanthropic organizations ranging in size from $500,000 to in excess of $250,000,000.
  • We were retained by leading law firms throughout the country as special counsel on a wide variety of complex estate, gift and charitable tax planning and administration engagements.
  • We represented owners of large family real estate compounds in connection with the preservation, management and/or disposition of real estate for conservation purposes or for multigenerational family needs.
  • We advised U.S. citizens and resident and non-resident aliens on asset protection planning and on complex international gift, estate and income tax matters.
  • We assisted several estate planning clients with changing their domiciles.
  • We represented numerous private clients in Connecticut, New York and Florida with respect to the purchase and sale of their residential properties.
Alerts & Updates
Articles
News & Press Releases
Videos