Cummings & Lockwood LLC

Chairman & Managing Partner: Laura Weintraub Beck

Senior Partner: Heather J. Rhoades, Chairman, Private Clients Group

Number of partners: 43

Number of lawyers: 69

Number of fiduciary accountants: 27

Number of paralegals: 6

Firm Overview:

Founded in 1909, Cummings & Lockwood provides sophisticated legal counsel to high net worth individuals and families, family offices, closely held businesses, other commercial enterprises and charitable entities. Their core services include trusts and estates, corporate and finance, litigation and arbitration, and commercial and residential real estate.

The firm has over 200 attorneys, fiduciary accountants, paralegals and staff, as well as six offices located in Stamford, Greenwich and West Hartford, Connecticut and in Naples, Bonita Springs and Palm Beach Gardens, Florida. While many of their clients reside in Connecticut, New York and Florida, we have clients in nearly all 50 U.S. states and in over 20 countries around the world.

Main Areas of Practice:

Private Clients | Trusts and Estates

Corporate and Finance

Litigation and Arbitration

Commercial and Residential Real Estate

Private Clients Practice:

Cummings & Lockwood has one of the largest, most skilled and most respected trusts and estates practices in the United States. For over 100 years, Cummings & Lockwood has been building meaningful and lasting relationships with our private clients, serving as trusted advisors throughout their lifetimes and providing sophisticated legal counsel at every important stage of their lives.

They offer their clients a broad range of services, including estate planning and administration; estate, income and gift tax planning; wealth protection planning; trust formation and management; philanthropic giving; probate and estate settlement; international estate and tax planning; executor and trustee services; business succession planning; fiduciary and probate litigation; and tax controversy and litigation.

Whether dealing with recently acquired assets or family fortunes that span generations, Cummings & Lockwood provides innovative solutions to preserve, enhance and transition their clients' wealth, as well as meet their clients varied legal needs and personal goals.

Cummings & Lockwood brings to its private clients:

• Over a century of experience
• Cutting edge industry knowledge and expertise
• Sophisticated, client-driven strategies
• Insights for the modern world
• Bespoke and trusted legal advisory services
• Partner-level attention and high touch client service
• Stability and continuity for multi-generational families and their businesses
• An exceptional client experience