WHAT ARE YAOUR LEGAL AREAS OF EXPERTISE?
Trusts and estates law, which includes estate plans and lifetime gifting techniques. I advise on federal income, gift, estate and generation-skipping transfer taxes, probate and trust administration, and non-grantor trusts to maximize Qualified Small Business Stock exclusions and state income tax savings. I assist clients with family LLCs and LPs, and advise clients on establishing Florida residency, especially those moving from Connecticut. I am licensed in Florida, Connecticut, and New York.
WHY DO YOU NEED AN ESTATE PLAN?
Estate planning offers important benefits:
• Minimization of estate taxation
• Control over the disposition of your assets and
protection for your beneficiaries
• Designation of personal representatives and trustees to manage your affairs in the event of incapacity or death
• Appointment of individuals to make medical and end-of-life decisions
HOW LONG HAS CUMMINGS & LOCKWOOD BEEN PRACTICING PRIVATE WEALTH LAW?
For over a century, Cummings & Lockwood has built meaningful and lasting relationships with our private clients, serving as trusted advisors and providing sophisticated legal counsel at every important stage of life. We have over 200 attorneys, fi duciary accountants, paralegals and staff located in six offi ces in Florida and Connecticut and clients residing in nearly 50 states and 20 countries.
3001 PGA BLVD., SUITE 104
PALM BEACH GARDENS
561-214-8500
CL-LAW.COM
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