News & Insights
Jeffrey M. Helf Joins Cummings & Lockwood as the New CFO
May 15, 2024Cummings & Lockwood is pleased to announce that Jeffrey M. Helf has recently joined the firm as the Chief Financial Officer.
Cummings & Lockwood Welcomes Four New Associates to Its Private Clients Practice
April 11, 2024Cummings & Lockwood is pleased to announce that four new Associates have joined the firm’s Private Clients Group. “We are excited to have such talented attorneys join our trusts and estates practice,” noted Heather J. Rhoades, Chairman of the Private Clients Group.
Stephen A. Falcigno Joins Cummings & Lockwood’s Private Clients Group in Stamford, CT
March 11, 2024Cummings & Lockwood is pleased to announce that Stephen Falcigno has joined the firm as an Associate in its Private Clients Group which is one of the oldest, largest and most respected trusts and estates practices in the United States.
Connecticut Plans to Fight Back Against New York's Remote Work Tax (Sort Of)
March 6, 2024In most cases, an employee who lives in one state (State A) but works for an employer in another state (State B) is taxed by State B only on wages earned during days he is physically working in State B.
2023 Cummings & Lockwood Firmwide Annual Update
January 30, 2024We are pleased to bring you Cummings & Lockwood’s 2023 Firmwide Annual
Update. It includes our Chairman’s letter, as well as highlights some of the significant
legal work we have performed for clients in each of our four practice areas, the
philanthropic organizations we have supported, and the professional recognitions we
have received based on the quality of our legal counsel and representation.
Tax Court Decision Exposes Limited Partners To Self-Employment Tax
January 3, 2024Under U.S. federal income tax law, self-employment tax is imposed at a rate of 15.3%, with 12.4% for Social Security and 2.9% for Medicare.
Elizabeth A. Falkoff Has Been Accepted into the New England Fellows Institute of the American College of Trust and Estate Counsel
January 3, 2024Elizabeth (“Betsy”) A. Falkoff, a Principal in Cummings & Lockwood’s Private Clients Group and based in the firm’s Stamford office, has been accepted into Class II of the New England Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).
Cummings & Lockwood Promotes Three Private Clients Attorneys to Principal
January 2, 2024Cummings & Lockwood is pleased to announce that the following three private clients attorneys have been elected to Principal effective January 1, 2024: Katherine Cotter Gent, Elizabeth A. Falkoff and Rachel Rhein Zarghami.
An Introduction to Cummings & Lockwood's Private Clients Group
December 20, 2023In this video, Heather Rhoades, Chairman of the Private Clients Group, provides an overview of Cummings & Lockwood's Private Clients Group which provides a broad array of trusts and estates services to individuals, families, family offices, closely held businesses and private foundations.
Estate Planning & Incapacity Planning
December 20, 2023In this video, Margaret (Meg) Deluca, a Principal in Cummings & Lockwood’s Private Clients Group, discusses estate planning, why it is so important in case of incapacity, and the key components of an estate plan: a Will, Trusts, Durable Power of Attorney, Living Will and a Designation of a Health Care Representative.
Cummings & Lockwood 2023 Firm Overview
December 20, 2023In this video, Laura Beck, Chairman and Managing Directory of Cummings & Lockwood, discusses the firm's 115 year history.
2023 Private Clients Group Annual Update
December 14, 2023It is hard to believe another year has passed and, as is customary, we are writing our annual letter to provide you with an update on various tax and estate planning issues and to highlight some items which may be of interest.