Cummings & Lockwood

Brianna L. Marquis

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Background

Brianna L. Marquis is an Associate in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office.  Brianna joined Cummings & Lockwood in 2017, and counsels high net worth individuals in the areas of trust and estate planning, charitable giving, tax efficient wealth transfers and related residential real estate transactions.  Brianna is responsible for drafting a broad range of estate planning documents for clients including Wills, Trusts, Powers of Attorney and Advanced Medical Directives.  She also has experience representing Executors throughout the estate administration process.  

Prior to joining Cummings & Lockwood, Brianna focused her practice on estate planning.  She has interned at various organizations including the City of Waterbury Corporation Counsel’s Office and the Office of the Connecticut Attorney General.  Brianna has also authored and co-authored several scholarly articles. 
 

Practice Areas

Education

  • Villanova University School of Law (LL.M. in Taxation, 2016)
  • Villanova University School of Law (J.D., 2015)
  • Quinnipiac University (B.A. in Legal Studies, summa cum laude, 2012)

Bar Admissions

  • Connecticut, 2015

Professional Organizations

  • Connecticut Bar Association, Member
  • The Estate and Business Planning Council of Hartford, Member
  • Italian-American Bar Association, Member

Professional Recognition

Civic and Philanthropic Activity

  • UNICO Farmington Chapter, Member
  • Children in Placement, Inc., Board Member

Articles/Publications

  • "No Thank You:  Tax, Legal and Practical Consequences of Charitable Gifts Returned to Donors", Trusts & Estates Magazine, January 2020 Issue, co-author with Heather J. Rhoades and Conrad Teitell
  • How to Handle Gifts From "Tainted" Donors, Trusts and Estates Magazine Website, October 8, 2019, co-author with Stefania L. Bartlett and Cara Howe Santoro
  • "Falling From Legislative Grace," Trusts & Estates Magazine Website, March 26, 2019, co-author with Andrew M. Nerney
  • "Charitable Deduction Deconstruction," Trusts & Estates Magazine Website, February 12, 2019, co-author with Andrew M. Nerney
  • "Disclaimer Danger," Trusts & Estates Magazine Website, November 26, 2018, co-author with Andrew M. Nerney
  • "Increased Charitable Giving Through the Legacy IRA Act," Steve Leimberg’s Charitable Planning Email Newsletter, September 11, 2018, co-author with Conrad Teitell and David Thal
  • "GST Tax Exemptions in Jeopardy," Trusts & Estates Magazine Website, May 18, 2018, co-author with Andrew M. Nerney
  • "Court Upholds Regulations Requiring Charities to Disclose Donors," Trusts & Estates Magazine Website, March 6, 2018, co-author with Andrew M. Nerney
  • "Charitable Contributions From Trusts are Treated Differently," Trusts & Estates Magazine Website, February 6, 2018, co-author with Andrew M. Nerney

Associate

Blue Back Square
75 Isham Road, Suite 400
West Hartford, CT 06107

T 860.313.4923

F 860.313.4964

bmarquis@cl-law.com

Download vCard

Background

Brianna L. Marquis is an Associate in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office.  Brianna joined Cummings & Lockwood in 2017, and counsels high net worth individuals in the areas of trust and estate planning, charitable giving, tax efficient wealth transfers and related residential real estate transactions.  Brianna is responsible for drafting a broad range of estate planning documents for clients including Wills, Trusts, Powers of Attorney and Advanced Medical Directives.  She also has experience representing Executors throughout the estate administration process.  

Prior to joining Cummings & Lockwood, Brianna focused her practice on estate planning.  She has interned at various organizations including the City of Waterbury Corporation Counsel’s Office and the Office of the Connecticut Attorney General.  Brianna has also authored and co-authored several scholarly articles. 
 

Education
  • Villanova University School of Law (LL.M. in Taxation, 2016)
  • Villanova University School of Law (J.D., 2015)
  • Quinnipiac University (B.A. in Legal Studies, summa cum laude, 2012)
Bar Admissions
  • Connecticut, 2015
Professional Organizations
  • Connecticut Bar Association, Member
  • The Estate and Business Planning Council of Hartford, Member
  • Italian-American Bar Association, Member
Civic and Philanthropic Activity
  • UNICO Farmington Chapter, Member
  • Children in Placement, Inc., Board Member
Articles/Publications
  • "No Thank You:  Tax, Legal and Practical Consequences of Charitable Gifts Returned to Donors", Trusts & Estates Magazine, January 2020 Issue, co-author with Heather J. Rhoades and Conrad Teitell
  • How to Handle Gifts From "Tainted" Donors, Trusts and Estates Magazine Website, October 8, 2019, co-author with Stefania L. Bartlett and Cara Howe Santoro
  • "Falling From Legislative Grace," Trusts & Estates Magazine Website, March 26, 2019, co-author with Andrew M. Nerney
  • "Charitable Deduction Deconstruction," Trusts & Estates Magazine Website, February 12, 2019, co-author with Andrew M. Nerney
  • "Disclaimer Danger," Trusts & Estates Magazine Website, November 26, 2018, co-author with Andrew M. Nerney
  • "Increased Charitable Giving Through the Legacy IRA Act," Steve Leimberg’s Charitable Planning Email Newsletter, September 11, 2018, co-author with Conrad Teitell and David Thal
  • "GST Tax Exemptions in Jeopardy," Trusts & Estates Magazine Website, May 18, 2018, co-author with Andrew M. Nerney
  • "Court Upholds Regulations Requiring Charities to Disclose Donors," Trusts & Estates Magazine Website, March 6, 2018, co-author with Andrew M. Nerney
  • "Charitable Contributions From Trusts are Treated Differently," Trusts & Estates Magazine Website, February 6, 2018, co-author with Andrew M. Nerney