Cummings & Lockwood

Stefania L. Bartlett

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Background

Stefania L. Bartlett is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Stamford office.  Stefania represents individuals and families in developing comprehensive estate plans, and advises clients on tax and charitable planning.  She has experience with estate settlement and trust administration, and represents both beneficiaries and fiduciaries.  Stefania represents charitable entities, assisting with their formation, obtaining and maintaining tax-exempt status, and providing advice on administration with respect to grant making, investments and other charitable activities.  She also assists individuals in creating charitable giving plans, including advising on gift agreements and split interest trusts.  Stefania is member of the Firm’s National Charitable Planning Group. 

Practice Areas

Education

  • University of Connecticut School of Law (J.D., with honors, 2005) Connecticut Law Review, Member
  • Fairfield University (B.A. in Politics and Economics, summa cum laude, 2002) Phi Beta Kappa Society

Bar Admissions

  • New York, 2015
  • United States Tax Court, 2015
  • Connecticut, 2005

Professional Organizations

  • Connecticut Bar Association
  • American Bar Association
  • Fairfield County Bar Association
  • Estate Planning Council of Lower Fairfield County, Inc.

Professional Recognition

Articles/Publications

  • “Charitable Deductions for Gifts by Individuals, Partnerships and Corporations”, Trusts & Estates Magazine, October 2018, co-author with Conrad Teitell and Cara Howe Santoro
  • Wills:  Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • Signature Pages for Will and Self-Proving Affidavit, Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • "Not Knowing the S Corp Rules Can Be Dangerous to Your Client's Wealth", Trusts & Estates Magazine, December 2017, co-author with Conrad Teitell and Cara Howe Santoro
  • "Tax Court Disallows Trust's Charitable Deduction For Want of Charitable Intent", Trusts & Estates Magazine Website, November 7, 2016, co-author with Andrew M. Nerney
  • "U.S. Government Extends Reach as Creditor Beyond the Insolvent Estate, Trusts & Estates Magazine Website, September 21, 2016, co-author with Andrew M. Nerney
  • "Patching Up Mucked Up CRTs", Trusts & Estates Magazine, August 2015, co-author with Conrad Teitell and Patricia R. Beauregard

Counsel

Stamford

T 203.351.4417

F 203.708.3913

sbartlett@cl-law.com

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Background

Stefania L. Bartlett is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Stamford office.  Stefania represents individuals and families in developing comprehensive estate plans, and advises clients on tax and charitable planning.  She has experience with estate settlement and trust administration, and represents both beneficiaries and fiduciaries.  Stefania represents charitable entities, assisting with their formation, obtaining and maintaining tax-exempt status, and providing advice on administration with respect to grant making, investments and other charitable activities.  She also assists individuals in creating charitable giving plans, including advising on gift agreements and split interest trusts.  Stefania is member of the Firm’s National Charitable Planning Group. 

Education
  • University of Connecticut School of Law (J.D., with honors, 2005) Connecticut Law Review, Member
  • Fairfield University (B.A. in Politics and Economics, summa cum laude, 2002) Phi Beta Kappa Society
Bar Admissions
  • New York, 2015
  • United States Tax Court, 2015
  • Connecticut, 2005
Professional Organizations
  • Connecticut Bar Association
  • American Bar Association
  • Fairfield County Bar Association
  • Estate Planning Council of Lower Fairfield County, Inc.
Professional Recognition
Articles/Publications
  • “Charitable Deductions for Gifts by Individuals, Partnerships and Corporations”, Trusts & Estates Magazine, October 2018, co-author with Conrad Teitell and Cara Howe Santoro
  • Wills:  Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • Signature Pages for Will and Self-Proving Affidavit, Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • "Not Knowing the S Corp Rules Can Be Dangerous to Your Client's Wealth", Trusts & Estates Magazine, December 2017, co-author with Conrad Teitell and Cara Howe Santoro
  • "Tax Court Disallows Trust's Charitable Deduction For Want of Charitable Intent", Trusts & Estates Magazine Website, November 7, 2016, co-author with Andrew M. Nerney
  • "U.S. Government Extends Reach as Creditor Beyond the Insolvent Estate, Trusts & Estates Magazine Website, September 21, 2016, co-author with Andrew M. Nerney
  • "Patching Up Mucked Up CRTs", Trusts & Estates Magazine, August 2015, co-author with Conrad Teitell and Patricia R. Beauregard