News & Insights
44 Cummings & Lockwood Attorneys Recognized By Best Lawyers® in 2027
August 20, 202644 Cummings & Lockwood attorneys in all six of our offices have been recognized as The Best Lawyers in America® or Ones to Watch by Best Lawyers® in its 2027 edition.
IRS Proposes to Eliminate Reporting Requirements on Charitable Contributions for Certain Trusts
August 18, 2026The IRS has proposed regulations that would eliminate an often-overlooked information reporting requirement for certain trusts whose charitable deductions arise solely from charitable contributions made by a partnership or S corporation in which the trust holds an interest.
IRS Implements Automatic Penalty Relief for First-Time Offenders
July 30, 2026The most common administrative penalty waiver provided by the IRS is through the First-Time Penalty Abatement Program (FTA).
Cummings & Lockwood Has Ranked as a Band 1 Private Wealth Law Firm in Connecticut by Chambers High Net Worth Guide for the 11th Consecutive Year
July 23, 2026Cummings & Lockwood is pleased to announce that the firm’s Private Clients Group in Connecticut has achieved the top tier ranking by Chambers High Net Worth Guide for the 11th consecutive year in private wealth law. In addition, 11 of our attorneys have been recognized as notable practitioners in private wealth law and private wealth disputes, more than any other law firm in Connecticut.
IRS Offers Safe Harbor For Trump Account Contributions
July 16, 2026Created under the One Big Beautiful Bill Act, Trump Accounts are a new, custodial-style traditional IRA that can be established for any U.S. citizen who has not reached age 18 during the calendar year and has a Social Security number.
Ashley Seth Joins Cummings & Lockwood as a Private Clients Associate in the Firm’s Greenwich Office
July 7, 2026Cummings & Lockwood is pleased to announce that Ashley Seth has joined the firm as an Associate in the Private Clients Group and is based in the Greenwich office.
Connecticut Supreme Court Clarifies Standards Governing Estate Tax Domicile Disputes
July 1, 2026In an important decision for part-time Connecticut residents, the Connecticut Supreme Court recently clarified the standards governing estate tax domicile disputes.
New York Enacts New Tax Surcharge on Non-Primary Residences
June 17, 2026New York State recently passed its 2026–2027 Budget Bill introducing a new surcharge on residential properties in New York City that are not used as the owner's primary residence. If you own a second home, investment property, or pied-à-terre in New York City, this new law could impact your property tax bill starting this summer.
Jessica C. Hodges Joins Cumming & Lockwood as an Associate in the Private Clients Group in Stamford
June 8, 2026Cummings & Lockwood is pleased to announce that Jessica C. Hodges has joined the firm as an Associate attorney in the Private Clients Group based in Stamford, Connecticut.
Cummings & Lockwood Adds New Associate, John Orban, to Its Private Clients Practice in Palm Beach Gardens, Florida
June 8, 2026Cummings & Lockwood is pleased to announce that John Orban has joined the firm’s Private Clients Group in its Palm Beach Gardens, Florida, office as an Associate attorney.
Two Roads Diverge: Litigating Trust, Estate, and Fiduciary Disputes in Probate Court vs. Superior Court
June 2, 2026On June 2, 2026, Wyatt R. Jansen, Principal, and Charles W. Pieterse, Principal and Co-Head of the Fiduciary Litigation Group, at Cummings & Lockwood, delivered a presentation entitled “Two Roads Diverge: Litigating Trust, Estate, and Fiduciary Disputes in Probate Court vs. Superior Court”.
Sarah R. Gersten Joins Cummings & Lockwood as Charitable Planning Counsel
May 27, 2026Cummings & Lockwood is pleased to announce that Sarah R. Gersten has joined the Firm as a Charitable Planning Counsel based in the West Hartford, Connecticut office.