Cummings & Lockwood LLC
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International Estate and Tax Planning

Cummings & Lockwood’s International Estate and Tax Planning practice provides coordinated cross-border estate and tax planning for United States, foreign and multinational families.  Our International Estate and Tax Planning practice capabilities include:

  • Advising U.S. clients with foreign assets on the proper structures to hold those assets to minimize U.S. taxes and coordinating with foreign counsel.
  • Advising U.S. clients in structuring estate plan documents to benefit foreign beneficiaries.
  • Advising U.S. clients who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
  • Advising foreign clients in structuring investments in the U.S., including the acquisition of real estate.
  • Advising foreign clients in tax efficient structures to transfer assets to U.S. beneficiaries.
  • Advising foreign clients on pre-immigration planning.
  • Advising U.S. clients on renouncing U.S. citizenship or abandoning long-term permanent residency
  • Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.
  • Advising U.S. clients on structuring ownership in foreign businesses to minimize U.S. tax.
  • Administering estates of foreign individuals who own U.S. assets.
  • Administering estates of U.S. individuals who own foreign assets.
  • Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel.
  • Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel.

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Chairman and Managing Director Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6590
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4930
Principal Private Clients Group Naples, FL 239.649.3196
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936
Principal Private Clients Group Bonita Springs, FL 239.390.8062
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6554
Principal Private Clients Group Stamford, CT 203.351.4298
Principal Private Clients Group Naples, FL 239.649.3180
Principal Private Clients Group, Commercial Real Estate Group West Hartford, CT 860.313.4931
Principal Private Clients Group, Corporate & Finance Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4946
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511
Principal Private Clients Group Greenwich, CT 203.863.6503
Counsel Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508
Principal Private Clients Group Bonita Springs, FL 239.390.8067
Principal Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8068
Principal Private Clients Group Stamford, CT 203.351.4317
Principal Private Clients Group Naples, FL 239.649.3157
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4919
Principal Private Clients Group Stamford, CT 203.351.4656
Principal Private Clients Group Greenwich, CT 203.863.6542
Counsel Private Clients Group Palm Beach Gardens, FL 561.214.8502
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308