Daniel G. Johnson

Background

Daniel G. Johnson is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office.   

He practices primarily in the areas of estate planning, family business succession planning, estate administration and trust administration.  Dan frequently lectures on estate and tax planning topics before both lawyer and non-lawyer audiences.

Practice Areas

• Private Clients Group
• Wills, Trusts and Estate Planning
• Probate and Estate Administration
• Fiduciary and Trustee Services
• International Estate and Tax Planning
• National Charitable Planning Group
• Business Succession Planning
• Estate Planning for Hedge Fund and Private Equity Principals
• Estate Planning for Corporate Executives
• Estate Planning for Collectors, Authors, Artists and Musicians
• Tax Controversy and Litigation

Education

• University of Virginia School of Law (J.D., 1997)
• Georgetown University (A.B., cum laude, 1994)

Bar Admissions

• Connecticut, 1997
• Massachusetts, 2003
• New York, 2007

Professional Organizations

• Connecticut Bar Association, Probate Section
• New York State Bar Association, Trusts and Estates Law Section
• Estate Planning Council of Lower Fairfield County, Inc.

Professional Recognition

• The Best Lawyers in America, 2018 - Present
• Connecticut and New England Super Lawyers, 2012 - Present
• Fairfield County Business Journal, "40 Under 40" Award, 2010

Civic and Philanthropic Activity

• Stamford Symphony Orchestra, Board of Directors, Member
• Pequot Library, Board Member
• Friends of Materials for the Arts, Board Member, Treasurer, 2007 - 2016
• New Paradigm Theatre, Board Member, Secretary, 2013 - 2015
• Brooklawn Country Club, Member
• Fairfield American Little League, Coach

Articles/Publications/Presentations

• Planning for a Step-up in Basis in a High Exemption Environment
• Planning for the Transfer of a Hedge Fund or Private Equity Interest
• 10 Challenges When Planning for the Business Owner
• Connecticut Probate Deskbook; co-author, Thomson Reuters
• Settlement of Estates in Connecticut, 3d, co-author, Thomson Reuters
• "Diversifying Charitable Remainder Trust Investments," Trusts & Estates Magazine, October 2017, co-author with Conrad Teitell and Katherine A. McAllister
• "Legal Underpinnings for Formulating and Defending Estate Plans," Trusts & Estates Magazine, January 2016, co-author with Conrad Teitell and Katherine A. McAllister

Articles

• Diversifying Charitable Remainder Trust Investments
• Legal Underpinnings for Formulating (And Defending) Estate Plans

Books & Guides

• Settlement of Estates in Connecticut, 3d
• Connecticut Probate Deskbook

News & Press Releases

• 29 Cummings & Lockwood Attorneys Named Best Lawyers® in Connecticut for 2023
• Stamford Office - 2023 Best Lawyers in America® and Ones to Watch™
• 12 Cummings & Lockwood Attorneys Have Been Recognized as Connecticut Super Lawyers and Rising Stars in 2022
• Cummings & Lockwood Garners the Top Spot in Private Wealth Law and Private Wealth Disputes in Connecticut in the Chambers 2021 High Net Worth Guide
• 35 Cummings & Lockwood Attorneys in Connecticut and Florida Have Been Named Among The Best Lawyers in America for 2021, 2 Attorneys Received Lawyer of the Year Awards and 8 Attorneys Have Been Identified as the Ones to Watch
• 24 Cummings & Lockwood Attorneys Named in the 2020 Edition of Connecticut’s Best Lawyers
• 16 Cummings & Lockwood Attorneys Have Been Named 2019 New England Super Lawyers and Rising Stars
• 34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020
• Cummings & Lockwood Attorneys in Connecticut and Florida Named 2019 Best Lawyers in America
• 17 Cummings & Lockwood Attorneys Have Been Named 2018 New England Super Lawyers and Rising Stars
• 32 Cummings & Lockwood LLC Attorneys Named to 2018 Best Lawyers® List
• 17 Cummings & Lockwood Attorneys Have Been Named 2017 Connecticut Super Lawyers and 2017 Rising Stars
• 16 Cummings & Lockwood Attorneys Have Been Named 2016 Connecticut Super Lawyers and Rising Stars
• Daniel G. Johnson, a Principal in Cummings & Lockwood's Private Clients Group, Elected to the Board of Directors of the Stamford Symphony Orchestra, in Stamford, Connecticut
• Daniel G. Johnson Provides Estate and Gift Tax Reform Testimony

Videos

• To Gift or Not Gift? Estate Planning in Anticipation of the Gift Tax Sunset
• Estate Planning with Cryptocurrency
• Choice of Fiduciaries
• Planning for a Step-up in Basis in a High Exemption Environment
• Estate Planning for Individuals Who Are Ready to Make Large Gifts to Family Members
• Planning for the Transfer of a Hedge Fund or Private Equity Interest
• 10 Challenges When Planning for the Business Owner