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An Introduction to Cummings & Lockwood's Private Clients Group

December 20, 2023

Author: Heather J. Rhoades

In 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. The video also discusses how Cummings & Lockwood’s estate planning attorneys help meet their clients’ needs and goals, describes the estate planning counseling process, and outlines what distinguishes the firm’s private clients practice.