Cummings & Lockwood

Private Clients Group

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
  • Wealth Protection Planning
  • Philanthropic Giving
  • Fiduciary and Trustee Services
  • National Charitable Planning Group
  • Probate and Estate Administration
  • Fiduciary and Trustee Services
  • International Estate and Tax Planning
  • Estate Planning for Corporate Executives
  • Estate Planning for Hedge Fund and Private Equity Principals
  • Estate Planning for Collectors, Authors, Artists and Musicians
  • 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
Ben Almonte

Fiduciary Accountant

balmonte@cl-law.com

T203.863.6546

F203.862.2615

Fiduciary Accountant Private Clients Group Greenwich, CT 203.863.6546 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4111 Download vCard
Chairman and Managing Director Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6590 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4334 Download vCard
Associate Private Clients Group West Hartford, CT 860-313-4925 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4930 Download vCard
Principal Private Clients Group Naples, FL 239.649.3196 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4395 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3106 Download vCard
Principal Private Clients Group, Commercial Real Estate Group Stamford, CT 203.351.4259 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3189 Download vCard
Associate Private Clients Group Bonita Springs, FL 239.390.8080 Download vCard
Angela Colson

Fiduciary Accountant

acolson@cl-law.com

T860.313.4920

F860.313.4962

Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4920 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8062 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business 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
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4177 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4198 Download vCard
Principal Private Clients Group, Commercial Real Estate Group West Hartford, CT 860.313.4931 Download vCard
Principal Private Clients Group, Corporate & Finance Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4946 Download vCard
Marsha Fisher

Fiduciary Accountant

mfisher@cl-law.com

T860.313.4918

F860.313.4987

Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4918 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511 Download vCard
Associate Private Clients Group Greenwich, CT 203.863.6591 Download vCard
Associate Private Clients Group Palm Beach Gardens, FL 561-214-8512 Download vCard
Associate Private Clients Group Greenwich, CT 203.863.6577 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6503 Download vCard
Counsel Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4521 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8067 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business 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
Principal Private Clients Group Stamford, CT 203.351.4317 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4417 Download vCard
Principal Private Clients Group Naples, FL 239.649.3157 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Naples, FL 239.649.3178 Download vCard
Associate Private Clients Group Greenwich, CT 203.863.6544 Download vCard
Counsel Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8060 Download vCard
Associate Private Clients Group West Hartford, CT 860.313.4923 Download vCard
Fiduciary Accountant Private Clients Group Bonita Springs, FL 239.390.8064 Download vCard
Principal Commercial Real Estate Group, Corporate & Finance Group, Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4100 Download vCard
Associate Private Clients Group Bonita Springs, FL 239.390.8061 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3129 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4343 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, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504 Download vCard
Andrew Orce

Trust Administrator

aorce@cl-law.com

T203.351.4647

F203.708.3821

Trust Administrator Private Clients Group Stamford, CT 203.351.4647 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4180 Download vCard
Associate Private Clients Group Stamford, CT 203.351.4323 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4919 Download vCard
Fiduciary Accountant 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
Associate Private Clients Group Naples, FL 239.649.3185 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3155 Download vCard
Heather J. Rhoades
Heather J. Rhoades

Chairman of Private Clients Group

hrhoades@cl-law.com

T860.313.4933

F860.313.4968

Chairman of Private Clients Group Private Clients Group West Hartford, CT 860.313.4933 Download vCard
Fiduciary Accountant Private Clients Group Bonita Springs, FL 239.390.8065 Download vCard
Fiduciary Accountant Private Clients Group Stamford, CT 203.351.4392 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6551 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6506 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
Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4927 Download vCard
Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4941 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4656 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6542 Download vCard
Fiduciary Accountant Private Clients Group Naples, FL 239.649.3154 Download vCard
Associate Private Clients Group Naples, FL 239.649.3158 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4164 Download vCard
Counsel Private Clients Group Palm Beach Gardens, FL 561.214.8502 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308 Download vCard
Paralegal Private Clients Group Palm Beach Gardens, FL 561.214.8513 Download vCard
Fiduciary Accountant Private Clients Group West Hartford, CT 860.313.4924 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

2022 Representative Matters

Over this past year, we advised high net worth individuals, families, family offices, closely held businesses and charitable entities on a broad range of matters, including 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, including their Wills, Powers of Attorney, Healthcare Proxies and Healthcare Directives.
  • We created hundreds of trusts for our clients, including Revocable Trusts, Irrevocable Insurance Trusts, Charitable Lead Trusts, Charitable Remainder Unitrusts, Dynasty Trusts, Grantor Retained Annuity Trusts,  Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts and Spousal Estate Reduction Trusts.
  • We helped 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 on hundreds of trusts and estates matters, and also served as fiduciaries on behalf of many of our clients’ and currently have billions of dollars in assets under administration.
  • We developed various charitable giving vehicles for our clients, including Charitable Bequests, Charitable Lead Trusts, Charitable Remainder Trusts, Donor-Advised Funds and Private Foundations so they could leave behind a lasting philanthropic legacy.
  • 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 acquisition, 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 many 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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Representative Matters

2022 Representative Matters

Over this past year, we advised high net worth individuals, families, family offices, closely held businesses and charitable entities on a broad range of matters, including 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, including their Wills, Powers of Attorney, Healthcare Proxies and Healthcare Directives.
  • We created hundreds of trusts for our clients, including Revocable Trusts, Irrevocable Insurance Trusts, Charitable Lead Trusts, Charitable Remainder Unitrusts, Dynasty Trusts, Grantor Retained Annuity Trusts,  Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts and Spousal Estate Reduction Trusts.
  • We helped 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 on hundreds of trusts and estates matters, and also served as fiduciaries on behalf of many of our clients’ and currently have billions of dollars in assets under administration.
  • We developed various charitable giving vehicles for our clients, including Charitable Bequests, Charitable Lead Trusts, Charitable Remainder Trusts, Donor-Advised Funds and Private Foundations so they could leave behind a lasting philanthropic legacy.
  • 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 acquisition, 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 many 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

 

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