Cummings & Lockwood LLC
 Courthouse Columns

Fiduciary and Trustee Services

An integral part of Cummings & Lockwood's services to private clients involves counseling with respect to the management of inheritances received by beneficiaries.  The care of property for another is called "fiduciary" service.  Family members often lack the time, flexibility and expertise to take on these responsibilities alone and discharge such duties adequately.  In addition, friends and family members acting as fiduciaries expose themselves to personal liability, often without realizing it or taking appropriate measures to protect themselves.

We are often called on by individuals acting as fiduciaries to provide legal and administration advice in the discharge of their duties.  In addition, the Cummings & Lockwood attorney who has established a personal relationship with a client during the estate planning process may be a good choice as a fiduciary in certain situations.  The attorney also can serve as co-fiduciary with a responsible family member, other individual or institution and share responsibility for the administration of the estate or trust.  When serving as a Personal Representative/Executor or as a Trustee, Cummings & Lockwood attorneys would either retain the same investment advisers used by the client, or, when necessary, identify other appropriate outside investment advisers for investment and portfolio management advice.

Whether acting as fiduciary, co-fiduciary or legal counsel to other fiduciaries, the attorneys in Cummings & Lockwood's Trusts and Estate's practice, together with our dedicated fiduciary accountants and paralegals, can meet all of the legal, tax and accounting requirements of the trust or estate.

Currently, Cummings & Lockwood attorneys act as fiduciaries for over 1,000 trust and estate clients and have over $9 billion in assets under administration.

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Chairman and Managing Director Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6590
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4930
Principal Private Clients Group Naples, FL 239.649.3196
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936
Principal Private Clients Group Bonita Springs, FL 239.390.8062
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6554
Principal Private Clients Group Stamford, CT 203.351.4298
Principal Private Clients Group Naples, FL 239.649.3180
Principal Private Clients Group Stamford, CT 203.351.4198
Principal Private Clients Group, Commercial Real Estate Group West Hartford, CT 860.313.4931
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511
Principal Private Clients Group Greenwich, CT 203.863.6503
Counsel Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508
Principal Private Clients Group Bonita Springs, FL 239.390.8067
Principal Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8068
Principal Private Clients Group Stamford, CT 203.351.4317
Principal Private Clients Group Naples, FL 239.649.3157
Principal Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group Naples, FL 239.649.3178
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4343
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504
Principal Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group West Hartford, CT 860.313.4919
Heather J. Rhoades
Heather J. Rhoades
Heather J. Rhoades

Chairman of Private Clients Group

hrhoades@cl-law.com

T860.313.4933

F860.313.4968

Chairman of Private Clients Group Private Clients Group West Hartford, CT 860.313.4933
Principal Private Clients Group Greenwich, CT 203.863.6551
Principal Private Clients Group Stamford, CT 203.351.4656
Principal Private Clients Group Greenwich, CT 203.863.6542
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308