Cummings & Lockwood LLC
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Wealth Protection Planning

The Wealth Protection practice at Cummings & Lockwood takes an integrated approach to wealth preservation and planning. We are particularly adept at creating customized plans to fit our clients’ unique needs and goals using a highly sophisticated approach that employs both foreign and domestic strategies to protect wealth. Our clients understand the value of wealth protection in today’s litigious society. They place their trust in us to develop a plan that addresses a broad spectrum of realities that may encompass potential family issues or conflicts, professional affairs, personal obligations and other matters.

A sound wealth protection plan begins with evaluating a number of factors that may increase an individual’s exposure to risk. High risk professions and lifestyles, family issues and potential litigation are just a few of the considerations we take into account when developing comprehensive plans for our clients.

Our attorneys craft detailed wealth protection plans. We structure arrangements that are designed to preserve value for an individual, family or business by meticulously addressing aspects related to the access, control, management and ownership of assets. The strategies we employ take into consideration a client’s residence, desired mobility, investment objectives, tax and estate planning concerns, present financial circumstances and the desire to access assets in the future.

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,
Palm Beach Gardens, FL
860.313.4930, 561.214.8500
Associate Private Clients Group Greenwich, CT 203.863.6556
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, Corporate & Finance Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4946
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
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, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group Naples, FL 239.649.3178
Counsel Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8060
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
Associate Private Clients Group Stamford, CT 203.351.4275
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
Principal Private Clients Group Stamford, CT 203.351.4692