Cummings & Lockwood

Caroline Demirs Calio

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Background

Caroline Demirs Calio is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. She practices in the areas of estate and gift tax planning, asset protection, estate settlement and trust administration. In addition, Caroline advises closely-held business owners on succession planning issues and various general corporate matters. She also has experience serving as an Executor and Trustee.

Prior to joining Cummings & Lockwood, Caroline worked in the corporate department of Kronish Lieb Weiner & Hellman LLP (now Cooley LLC) in New York City.

Practice Areas

Education

  • University of Richmond (B.A. in History and Political Science, 1997)
  • Boston University School of Law (J.D., cum laude, 2000)

Bar Admissions

  • New York, 2001
  • Connecticut, 2000

Professional Organizations

  • Connecticut Bar Association
  • Hartford Estate and Business Planning Council, Board of Directors and Chair, Programs Committee

Professional Recognition

Civic and Philanthropic Activity

  • Westover School, Middlebury, Connecticut, Board of Trustees
  • The Bridge Family Center, Former Director, Board of Directors; Chair, Planned Giving Committee; Development Committee

Articles/Publications

  • "Modification of a GST Trust Didn't Impact Its Exclusion Status", Trusts & Estates Magazine Website, September 26, 2018, co-author with Andrew M. Nerney
  • "Modification of a GST Trust Didn't Impact Its Exclusion Status"
  • Revocable Trusts:  Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • "Help Clients Avoid 10 Common Estate Planning Mistakes", Journal of Financial Planning, March 2017

Principal

West Hartford

T 860.313.4936

F 860.313.4961

ccalio@cl-law.com

Download vCard

Background

Caroline Demirs Calio is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. She practices in the areas of estate and gift tax planning, asset protection, estate settlement and trust administration. In addition, Caroline advises closely-held business owners on succession planning issues and various general corporate matters. She also has experience serving as an Executor and Trustee.

Prior to joining Cummings & Lockwood, Caroline worked in the corporate department of Kronish Lieb Weiner & Hellman LLP (now Cooley LLC) in New York City.

Education
  • University of Richmond (B.A. in History and Political Science, 1997)
  • Boston University School of Law (J.D., cum laude, 2000)
Bar Admissions
  • New York, 2001
  • Connecticut, 2000
Professional Organizations
  • Connecticut Bar Association
  • Hartford Estate and Business Planning Council, Board of Directors and Chair, Programs Committee
Civic and Philanthropic Activity
  • Westover School, Middlebury, Connecticut, Board of Trustees
  • The Bridge Family Center, Former Director, Board of Directors; Chair, Planned Giving Committee; Development Committee
Articles/Publications
  • "Modification of a GST Trust Didn't Impact Its Exclusion Status", Trusts & Estates Magazine Website, September 26, 2018, co-author with Andrew M. Nerney
  • "Modification of a GST Trust Didn't Impact Its Exclusion Status"
  • Revocable Trusts:  Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • "Help Clients Avoid 10 Common Estate Planning Mistakes", Journal of Financial Planning, March 2017