News & Insights
Cummings & Lockwood is pleased to announce that Heather J. Rhoades has been appointed the new Chairman of the firm’s Private Clients Group, effective January 1, 2022. She will replace Laura Weintraub Beck who will assume the role of Chairman and Managing Director of the firm.
Daniel P. Fitzgerald, Principal in Cummings & Lockwood’s Private Clients Group, to Speak at CTCPA’s Federal Tax ConferenceNovember 24, 2021
Daniel P. Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, will be giving a presentation at the Connecticut Society of CPA’s Live Stream Federal Tax Conference on Wednesday, December 1, 2021, from 10:20 a.m. - 11:20 a.m.
In Revenue Procedure 2021-45, the IRS announced its inflation adjustments to key figures for the calendar year 2022. For the first time in several years, the annual exclusion from gift tax will increase from $15,000 to $16,000 per year per donee effective January 1. 2022.
Cummings & Lockwood LLC Recognized as a “Best Law Firm” in Trusts & Estates and Tax Law by Best Lawyers and U.S. News & World ReportNovember 11, 2021
Cummings & Lockwood is pleased to announce that the firm has been recognized as a Tier 1 “Best Law Firm” in Trusts and Estates Law in the Fort Myers and West Palm Beach metropolitan areas by Best Lawyers and U.S. News & World Report. It also ranked as a Tier 2 “Best Law Firm” in Tax Law in the West Palm Beach metropolitan area.
Cummings & Lockwood is pleased to announce that William N. Wright, an attorney in the firm’s Litigation Group and based in their Stamford, Connecticut office, has been elected to Partner, effective January 1, 2022.
Cummings & Lockwood LLC Recognized as a “Best Law Firm” by Best Lawyers and U.S. News & World ReportNovember 10, 2021
Cummings & Lockwood is pleased to announce that the firm has been recognized as a “Best Law Firm” in several legal practice areas in Connecticut by Best Lawyers and U.S. News & World Report.
Cummings & Lockwood is pleased to announce that Scott T. Witthuhn, an Associate in the firm’s Commercial Real Estate Group and Corporate and Finance Group, has been promoted to Counsel, effective January 1, 2022.
In this video, ACTEC (The American College of Trusts and Estate Counsel) Fellows, Laura Weintraub Beck, Vice Chairman and Chair of the Private Clients Group of Cummings & Lockwood LLC and Jonathan P. (JP) Lee of Sojourner, Caughman & Thomas, LLC give a concise summary of estate tax planning, disclaiming, decanting, portability options and the impact of pre-mortem decisions on postmortem planning.
Cummings & Lockwood is pleased to announce that Joseph Cessario, a residential and commercial real estate attorney, has joined the firm as a Principal in its Private Clients Group and Commercial Real Estate Group. He is based in the Stamford office.
The Ins and OutsOctober 2021 Issue
Conrad Teitell, Heather J. Rhoades and Brianna L Marquis wrote an article for Trusts and Estates Magazine entitled "Donors' Charitable Pledges" which was published in the October 2021 Issue.
Trusts & Estates Magazine
Cummings & Lockwood is pleased to announce that Bonie S. Montalvo has joined the firm as an Associate in the Private Clients Group based in its Bonita Springs office.
This annual update summarizes the current status of the estate and gift tax rates and exemptions at the federal and state levels (Connecticut, New York and Florida) and highlights key provisions of these important state law developments.