Cummings & Lockwood LLC
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News & Insights

Cummings & Lockwood Garners the Top Spot in Private Wealth Law in Connecticut in the 2020 High Net Worth Guide

July 9, 2020

Cummings & Lockwood is pleased to announce that for the fifth year in a row, the Firm has been ranked in Tier 1 in Private Wealth Law in Connecticut by Chambers & Partners in their 2020 Chambers High Net Worth Guide.  

An Introduction to Cummings & Lockwood's Private Clients Group

July 5, 2020

In this video, Laura Weintraub Beck 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.  (3:56)

24 Cummings & Lockwood Attorneys Named in the 2020 Edition of Connecticut’s Best Lawyers

June 18, 2020

Cummings & Lockwood LLC is pleased to announce that 24 of its attorneys have been listed in the 2020 edition of Connecticut’s Best Lawyer.  First published in 1983, Best Lawyers® is the oldest and most respected guide to the legal profession.

Six Cummings & Lockwood’s Trusts & Estates Attorneys Named Florida Super Lawyers in 2020

June 16, 2020

Cummings & Lockwood is pleased to announce that the following six trusts and estates attorneys in the Firm’s Naples and Bonita Springs offices have been selected Florida Super Lawyers in 2020.

Timing is Everything When It Comes to Self-Dealing Rules

Private letter ruling should provide comfort to fiduciaries interacting with private foundations
June 2, 2020

Stefania L. Bartlett and Cara Howe Santoro wrote an article for WealthManagement.com entitled "Timing is Everything When It Comes to Self-Dealing Rules" which was published on June 3, 2020.


WealthManagement.com

An Introduction to Cummings & Lockwood

May 31, 2020

In this video, Jonathan B. Mills discusses the 110 year history of Cummings & Lockwood, a law firm headquartered in Stamford, Connecticut; the establishment of six offices in Connecticut and Florida; its four main practice areas which include Private Clients, Corporate & Finance, Litigation and Commercial Real Estate; and its clients which include private clients and commercial enterprises.  (5:30)

Quid Pro Quo and Fundraising Events

Conrad Teitell, Rachel B.G. Sherman and Katherine C. Gent wrote an article for Trusts and Estate Magazine entitled "Quid Pro Quo and Fundraising Events" which was published in the June 2020 Issue.


Trusts & Estates Magazine

Quid Pro Quo isn't Just a Political Issue

Conrad Teitell, Rachel B.G. Sherman and Katherine C. Gent wrote an article for Trusts and Estate Magazine entitled "Quid Pro Quo isn't Just a Political Issue" which was published in the May 2020 Issue.


Trusts & Estates Magazine

The CARES Act Suspends Required Minimum Distributions for 2020

May 25, 2020

The Coronavirus Aid, Relief and Economic Security (CARES) Act suspended required minimum distributions (“RMDs”) for 2020 for retirement plans such as 401(k)s, 403(b)s, 457(b)s, SEP IRAs, Simple IRAs, and traditional IRAs.  A RMD is the amount of money that is required to be withdrawn by the participant when the participant has reached a certain age or by the beneficiary of an inherited IRA

CLIENT ALERT: Connecticut and New York Authorize the Virtual Execution of Wills in addition to Virtual Notarization in response to the Outbreak of Covid-19

April 12, 2020

Many legal documents, especially estate planning and real estate related documents that will be recorded on land records, require notarization and witnesses.

CLIENT ALERT: IRS to Accept Digital Signatures and Email

March 31, 2020

In response to the COVID-19 pandemic, effective immediately, the IRS will accept scanned, photographed, and digital signatures on certain documents relating to the determination or collection of tax liabilities. This temporary measure is to assist taxpayers and tax professionals in completing tasks remotely.

CLIENT ALERT: IRS Postpones Due Date for Filing Gift and Generation-Skipping Transfer Tax Returns

March 26, 2020

On March 27th, the Internal Revenue Service (IRS) postponed the due date for filing federal gift (and generation skipping transfer) tax returns (Forms 709) and any gift tax payments from April 15th to July 15th in response to the outbreak of Covid-19.