Daniel P. Fitzgerald

Background

Daniel P. Fitzgerald is a Principal in Cummings & Lockwood's Private Clients Group and Principal-in-Charge of the Greenwich office. His practice focuses on estate planning, estate administration, taxation, partnerships, probate litigation and defending tax audits.  Dan's extensive estate administration experience allows him to develop estate plans that address issues and concerns before they become problematic. 

He has worked with a broad range of finance, accounting, hedge fund and private equity professionals, as well as artists and entrepreneurs. Dan has developed comprehensive estate plans to assist members of many generations in their wealth transfer protection and planning. 

Dan is the Chair of the Firm's Marketing Committee and former principal-in-charge of the Firm’s Continuing Legal Education Program and the Private Clients Group Associate Training Program.

Practice Areas

• Private Clients Group
• Wills, Trusts and Estate Planning
• Probate and Estate Administration
• Fiduciary and Trustee Services
• Wealth Protection Planning
• Philanthropic Giving
• International Estate and Tax Planning
• 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
• Family Office and Closely Held Business Group

Education

• New York University School of Law (LL.M. in Taxation, 2009)
• Syracuse University College of Law (J.D., cum laude, 2006)
• Lafayette College (B.A., 2003)

Bar Admissions

• New York, 2007
• Connecticut, 2006
• United States Tax Court

Professional Organizations

• Connecticut Bar Association
• New York Bar Association
• Greenwich Bar Association

Professional Recognition

• Chambers and Partners, High Net Worth Guide - Up and Coming 2024 
• The Best Lawyers in America, 2019 - Present
• Connecticut and New England Super Lawyers, Rising Star in Estate Planning, 2011 - Present
• Connecticut Law Tribune, New Leaders in the Law, 2013
• Fairfield County Business Journal, "40 Under 40" Award, 2012

Civic and Philanthropic Activity

• Greenwich Bar Association, President, 2013 - 2014, Officer, 2007 - 2015
• Greenwich Hockey Club, Board Member, 2021-Present
• Greenwich United Way, Board Member, 2015 - 2021
• Fairfield County's Community Foundation, Professional Advisors Council, Member
• Meals-on-Wheels, Inc. of Greenwich, Board Member, 2007 - 2017

Articles/Publications/Presentations

• Connecticut Dynasty Trusts and Directed Trusts
• Incapacity, Powers of Attorney and Adoption in Connecticut, 4th Edition, co-author, Thomson Reuters
• Unhappy with the Terms of a Trust? Decanting the Problem Away
• 10 Tips for Establishing Domicile in a Tax-Friendly Jurisdiction
• Living Will and Appointment of Health Care Representative, Connecticut, Practical Law Guide, co-author, Thomson Reuters
• Advance Health Care Directive, Connecticut, Practical Law Guide, co-author, Thomson Reuters
• “Charitable Remainder Trust Pitfalls”, Trusts and Estates Magazine, October 2015, co-authored with Conrad Teitell and Heather Rhoades

Articles

• Greenwich Magazine - 203 Ways to Live the Good Life in Fairfield County
• Wills - Who Needs Them?
• Charitable Remainder Trust Pitfalls

Books & Guides

• Living Wills and Appointment of Health Care Representatives in Connecticut
• Advance Health Care Directives in Connecticut

News & Press Releases

• 29 Cummings & Lockwood Attorneys Named Best Lawyers® in Connecticut for 2023
• Greenwich Office - 2023 Best Lawyers in America® and Ones to Watch™
• 18 Cummings & Lockwood Attorneys Named Top Lawyers in Fairfield County, Connecticut in 2021
• 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
• 34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020
• 17 Cummings & Lockwood Attorneys Have Been Named 2018 New England Super Lawyers and Rising Stars
• 17 Cummings & Lockwood Attorneys Have Been Named 2017 Connecticut Super Lawyers and 2017 Rising Stars
• Daniel Fitzgerald Quoted in Article on "Estate Planning Key, Even For Young People"
• 16 Cummings & Lockwood Attorneys Have Been Named 2016 Connecticut Super Lawyers and Rising Stars
• Daniel P. Fitzgerald Named One Of "40 Under 40" By Fairfield County Business Journal

Videos

• Do I Have to Tell My Kids About the Trust?
• Domicile and Residence Planning
• Connecticut Directed Trusts
• Connecticut Dynasty Trusts and Directed Trusts
• Estate Planning for an Individual in Their Later Life
• Unhappy with the Terms of a Trust? Decanting the Problem Away
• 10 Tips for Establishing Domicile in a Tax-Friendly Jurisdiction