Cummings & Lockwood

Estate Planning for an Individual in Their Later Life

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November 2018

Author: Daniel P. Fitzgerald

Daniel P. Fitzgerald, a trusts and estates attorney in Cummings & Lockwood’s Private Clients Group in Greenwich, Connecticut, discusses how to navigate the sensitive issues surrounding the incapacity and last days of an individual’s life, including deathbed gifts, funding of revocable trusts, simplification of asset base and step up in basis planning.  (17:28)

This presentation was part of a firm-hosted seminar for professional advisors in November 2018, entitled “Estate Planning for the Different Stages of Your Client’s Lifecycle.”