Open Positions
ALL CUMMINGS & LOCKWOOD OFFICES OFFER EXCELLENT SALARY AND GENEROUS BENEFITS INCLUDING:
- 401K
- Medical, Dental, Vision and Life Insurance
- Flexible Spending Account
- Employee Assistance Program
- Parental Leave
- Paid Time Off
- Eleven Holidays and 2 Floating Holidays
- Referral Bonus Program
INTERNATIONAL ESTATE PLANNING SENIOR ASSOCIATE/COUNSEL/JUNIOR PARTNER
Cummings & Lockwood seeks International Estate Planning Attorney with at least 5 years' experience. This position can sit in any one of our offices: Stamford, Greenwich or West Hartford, CT or Naples, Bonita Springs or Palm Beach Gardens, FL
Desired Qualifications:
- Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York or Florida bars
- 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.
- in structuring estate plan documents to benefit foreign beneficiaries.
- who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
- on renouncing U.S. citizenship or abandoning long-term permanent residency
- on structuring ownership in foreign businesses to minimize U.S. tax
- Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel
- Administering estates of U.S. individuals who own foreign assets
- Advising foreign clients
- in structuring investments in the U.S., including the acquisition of real estate
- in tax efficient structures to transfer assets to U.S. beneficiaries
- on pre-immigration planning
- Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel
- Administering estates of foreign individuals who own U.S. assets
- Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.
Partners, Counsel and Senior Associates are encouraged to apply.
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
TRUSTS & ESTATES ASSOCIATE - STAMFORD OFFICE
Stamford office seeks a Trusts & Estates associate to join our Private Clients Group. This is an exceptional opportunity to join a collegial, team-oriented group and office, and to gain direct experience with sophisticated estate planning, drafting and administration and direct client contact with our significant private client base of high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.
Desired Qualifications:
- Minimum 2-5 years of experience in estate planning and estate administration is preferred but not required.
- LL.M. in Taxation or Estate Planning is preferred but not required.
- Connecticut Bar admission (or willingness to become admitted in Connecticut).
- New York Bar preferred but not required
- Strong academic credentials including tax skills and excellent written and oral communication skills.
- Strong interpersonal skills, collaborative approach to work, detail-oriented and self-motivated.
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
TRUSTS & ESTATES ASSOCIATE - GREENWICH OFFICE
Greenwich office seeks a Trusts & Estates associate to join our Private Clients Group. This is an exceptional opportunity to join a collegial, team-oriented group and office, and to gain direct experience with sophisticated estate planning, drafting and administration and direct client contact with our significant private client base of high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.
This position is located in our Greenwich, Connecticut office (steps from the Greenwich train station and right off of I-95) and would be an ideal fit for an associate who is looking to transition from NYC practice.
Desired Qualifications:
- Minimum 2-5 years of experience in estate planning and estate administration is preferred but not required.
- LL.M. in Taxation or Estate Planning is preferred but not required.
- Connecticut Bar admission (or willingness to become admitted in Connecticut).
- New York Bar preferred but not required
- Strong academic credentials including tax skills and excellent written and oral communication skills.
- Strong interpersonal skills, collaborative approach to work, detail-oriented and self-motivated.
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
CHARITABLE PLANNING ATTORNEY - CONNECTICUT OR FLORIDA OFFICES
Cummings & Lockwood is currently seeking an experienced Charitable Planning Attorney with 6+ years’ experience. This position can be based in our Stamford,Connecticut Office or Naples or Palm Beach Gardens, Florida offices.
Desired Qualifications:
- Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York or Florida bars
- Structuring and formation of charitable organizations, including public charities and private foundations
- Preparing and administering charitable remainder trusts and charitable lead trusts
- Preparing applications for tax-exempt status
- Reviewing income tax returns for charitable entities
- Advising charitable organizations and charitable entities on all aspects of administration and governance
- Advising individuals on charitable deductions and the structure of charitable gifts
Partners, Counsel and Senior Associates are encouraged to apply.
Base Salary Range: commensurate with experience, plus bonus potential and equity partner consideration
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
COMMERCIAL ATTORNEY - STAMFORD, CT OFFICE
Cummings & Lockwood is currently seeking an experienced Commercial Attorney with some level of portable business for its Stamford, Connecticut office.
Desired Qualifications:
- Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York bars
- Six years or more of professional experience advising affluent families, family offices, closely held businesses or other business enterprises in some or all of the following areas:
- Commercial transactions including licensing agreements, joint ventures. purchase and sale transactions business combinations and divestitures
- Drafting and negotiation of employment contracts and separation agreements
- Entity formation, including partnerships, limited liability companies (LLCs), limited liability partnerships (LLPs), the negotiation and drafting of joint ventures and shareholder agreements
- Corporate governance
- Evaluating and undertaking different types of investments, including investments in private equity and hedge funds, angel and venture capital investing, and direct company investments
- Experience with sports and entertainment transactions, including film, music and endorsement transactions is a plus, but not required
- The ideal candidate will have broad experience and the willingness to work in a broad variety of commercial and corporate and investment projects
Partners, Counsel and Senior Associates are encouraged to apply.
Base Salary Range commensurate with experience, plus bonus potential and equity partner consideration
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
FLORIDA OPEN POSITIONS -
TRUSTS & ESTATES ASSOCIATE - PALM BEACH GARDENS OFFICE
Palm Beach Gardens office seeks a Trusts & Estates associate to join our Private Clients Group. This is an exceptional opportunity to join a collegial, team-oriented group and office, and to gain direct experience with sophisticated estate planning, drafting and administration and direct client contact with our significant private client base of high net worth individuals and families, family offices, closely held businesses, and national charities and foundations.
Desired Qualifications:
- Minimum 2-5 years of experience in estate planning and estate administration is preferred but not required.
- LL.M. in Taxation or Estate Planning is preferred but not required.
- Florida Bar admission (or willingness to become admitted in Connecticut).
- New York Bar preferred but not required
- Strong academic credentials including tax skills and excellent written and oral communication skills.
- Strong interpersonal skills, collaborative approach to work, detail-oriented and self-motivated.
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
REAL ESTATE PARALEGAL - NAPLES OFFICE
Naples Office seeks an experienced Real Estate Paralegal.
Primary Responsibilities & Requirements
- Handle closing process from start to end
- Serve as a liaison between lenders, mortgage brokers, attorneys, clients and title companies.
- Conduct title searches
- Communicate with third parties to obtain estoppels, surveys, lien searches, etc.
- Prepare documents for closing transactions and title insurance policies
- Prepare settlement statements utilizing closing software, Double-Time
- Enter all closing data on Double-Time and upload to QuickBooks to process checks and wires
- Have strong Microsoft Word skills
- Have a sense of urgency with assignment completion and delivery
- Be detail-oriented and have excellent written and verbal communication skills
- Exceptional in organization and prioritizing skills
- Ability to produce efficient and accurate work product
- Ability to work well with others in a team environment
- Friendly, cordial, and great work ethics
Please send cover letter and resume to Michelle Granata at mgranata@cl-law.com. EOE/AA
PROBATE PARALEGAL - BONITA SPRINGS, FL OFFICE
Cummings & Lockwood LLC seeks an experienced Probate Paralegal to join our Private Clients Group in our Bonita Springs office. The candidate should have experience in handling probate and trust administration matters. Only qualified candidates will be considered and contacted for an interview.
Candidate must be comfortable making independent judgments, and must have probate and estate settlement experience. Position reports to the Partners in the Trust & Estates Department. Regular duties of the role include, but are not limited to, the following items:
- Prepare pleadings to file with the court to initiate an estate or guardianship proceeding
- Monitor and maintain the estate administration, trust administration and guardianship files
- Review estate planning documents, including the Will and Trust documents
- Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc.
- Prepare memorandums and correspondence
- Conference with attorneys, clients, beneficiaries and family members
- Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
- Gather information regarding the assets and debts of an estate and/or trust
- Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
- Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns
- Legal research regarding issues with an estate or guardianship
- Locate beneficiaries of an estate or trust, if necessary
Supplemental Pay:
-
Eligible for Bonus pay based on performance
Experience:
-
Paralegals & Legal Assistants: 3 years (Required)
Please send cover letter, resume and transcripts to Michelle Granata at mgranata@cl-law.com. AA/EOE