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Cummings & Lockwood LLC

General Information

Year founded: 1909
This is the year the firm (or its earliest predecessor entity) was founded.
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Overview

Content is provided by the firm.
Overview

Founded in 1909, Cummings & Lockwood provides sophisticated legal counsel to individuals, families, family offices, closely held businesses, charitable entities and other commercial enterprises in the areas of 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 in Stamford, Greenwich and West Hartford, Connecticut, and in Naples, Bonita Springs and Palm Beach Gardens, Florida. While many of our clients reside in Connecticut, New York and Florida, we have clients in nearly all 50 U.S. states and in over 25 countries around the world.

Private Clients Practice

Cummings & Lockwood has one of the largest trusts and estates practices in the United States, with a significant private client base of high net worth individuals and families, closely-held businesses, and national charities and foundations. Our private clients attorneys, many of whom have been elected to the prestigious American College of Trusts and Estate Counsel (ACTEC), are experienced in the areas of estate planning and administration; estate, income and gift tax; trust formation and management; executor and trustee services; charitable giving and foundations; special needs planning; probate law; and residential real estate. Whether dealing with recently acquired assets or family fortunes that span generations, the Firm provides innovative strategies and solutions to preserve, enhance and transition our clients' wealth, as well as meet their varied legal needs and personal goals.

Commercial Practice

Cummings & Lockwood has an elite commercial practice with numerous, professionally-recognized lawyers who are experienced in the areas of litigation and dispute resolution; real estate investment and development; banking, lending and credit transactions; corporate acquisitions and divestitures; and partnership, limited liability company and tax matters. Our clients include entrepreneurs, closely-held companies, regional, national and international corporations, hedge funds, private equity firms, financial institutions and not-for-profit organizations.

In addition, Cummings & Lockwood's commercial and private clients lawyers regularly work together to provide entity planning, business succession planning, tax guidance and litigation to privately-owned businesses of all sizes and industries.

Rankings

Cummings & Lockwood LLC is metro ranked in 9 practice areas. Best Law Firms rankings are based on a rigorous evaluation process.

Read how Best Law Firms ranks firms

Metro Rankings

Fort Myers, FL
Tier 1 for Tax Law
Tier 1 for Trusts and Estates
Hartford, CT
Tier 1 for Litigation - Trusts and Estates
Tier 1 for Trusts and Estates
Stamford, CT
Tier 1 for Commercial Litigation

Rankings

Metro Rankings

Fort Myers, FL
Tier 1 for Tax Law
Tier 1 for Trusts and Estates
Hartford, CT
Tier 1 for Litigation - Trusts and Estates
Tier 1 for Trusts and Estates
Stamford, CT
Tier 1 for Commercial Litigation
Tier 1 for Commercial Transactions / UCC Law
Tier 1 for Litigation - Trusts and Estates
Tier 1 for Real Estate Law
Tier 1 for Tax Law
Tier 1 for Trusts and Estates
Tier 2 for Litigation - Bankruptcy
Tier 2 for Nonprofit / Charities Law
Tier 3 for Litigation - Labor and Employment
West Palm Beach, FL
Tier 1 for Tax Law
Tier 1 for Trusts and Estates

Practice Areas

The below are areas of legal specialty volunteered by the firm and do not designate a specialty in which a Best Law Firms ranking is held.
  • Appellate Practice
  • Banking and Finance Law
  • Bankruptcy and Creditor Debtor Rights / Insolvency and Reorganization Law
  • Business Organizations (including LLCs and Partnerships)
  • Closely Held Companies and Family Businesses Law
  • Commercial
  • Commercial Finance Law
  • Commercial Litigation
  • Corporate Governance Law
  • Corporate Law
  • Employment Law - Management
  • Entertainment Law - Music
  • Environmental Law
  • Estate Planning
  • Fiduciary Duties
  • Gift Planning
  • Land Use and Zoning Law
  • Litigation - Banking and Finance
  • Litigation - Bankruptcy
  • Litigation - Environmental
  • Litigation - Labor and Employment
  • Litigation - Land Use and Zoning
  • Litigation - Trusts and Estates
  • Litigation and Controversy - Tax
  • Mass Tort Litigation / Class Actions - Defendants
  • Mergers and Acquisitions Law
  • Nonprofit / Charities Law
  • Nonprofit Organizations and Charitable Giving
  • Private Funds / Hedge Funds Law
  • Probate
  • Product Liability Litigation - Defendants
  • Real Estate
  • Real Estate Law
  • Tax
  • Tax Law
  • Trust Administration
  • Trusts and Estates
  • Venture Capital Law
  • Wealth Management

Individuals Recognized in The Best Lawyers in America®

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Awards

Awards are self-reported by firms and are not verified by the Best Law Firms rankings.

Office Locations

Greenwich, CT
Two Greenwich Plaza, Suite 230
Greenwich, CT 06830-6390
United States
203-869-1200 Call our Greenwich, CT location at 203-869-1200 Get Directions Get directions to our Greenwich, CT location
West Hartford, CT
Blue Back Square, Suite 400
75 Isham Road
West Hartford, CT 06107
United States
860-313-4900 Call our West Hartford, CT location at 860-313-4900 Get Directions Get directions to our West Hartford, CT location
Naples, FL
Collier Place II, Suite 400
3001 Tamiami Trail North
Naples, FL 34103
United States
239-262-8311 Call our Naples, FL location at 239-262-8311 Get Directions Get directions to our Naples, FL location
Bonita Springs, FL
The Brooks Grand Plaza, Suite 300
8000 Health Center Boulevard
Bonita Springs, FL 34135
United States
239-947-8811 Call our Bonita Springs, FL location at 239-947-8811 Get Directions Get directions to our Bonita Springs, FL location
Palm Beach Gardens, FL
Seacoast Banking Centre, Suite 104
3001 PGA Boulevard
Palm Beach Gardens, FL 33410
United States
561-214-8500 Call our Palm Beach Gardens, FL location at 561-214-8500 Get Directions Get directions to our Palm Beach Gardens, FL location

Management and Personnel

Managing Director and Chairman
Laura Weintraub Beck
Chief Operating Officer
Peter S. Blasone
Director of Human Resources & Benefits
Gordon C. Casagrande
Director of Marketing
Teresa L. Dutkevitch
Director, Office Services, Facilities & Information Systems
Laurie A. LeMay

Contacts

Litigation Group
Steven I. Frenkel
Commercial Real Estate Group
Jonathan B. Mills
Corporate and Finance Group - Co-Chair
Brendan P. Snowden
Corporate and Finance Group - Co-Chair
Joel Schechter
Private Clients Group
Heather J. Rhoades

Significant Matters

Below are matters chosen by the firm to highlight.

Cummings & Lockwood's Trial Group Wins Multi-Million Dollar Trial of Hedge Fund Partnership Dispute

C&L recently obtained trial damages of $5,783,028.00 in a derivative lawsuit brought by two investors on behalf of a hedge fund partnership. Over the course of two weeks, the case was tried to a judge sitting on the Complex Litigation Docket for the Superior Court for the State of Connecticut.

After the trial, the court ruled in favor of C&L’s clients. The partnership successfully claimed that the hedge fund’s investment advisor, general partner and the individual who controlled the corporate entities, converted and misappropriated millions of dollars from the fund for purported “losses”, “fees” and other internal fund expenses that the court ruled they were not entitled to take. The court further determined that this conduct was a breach of fiduciary duty.

In Case of First Impression, Cummings & Lockwood Client Wins $4.5 Million Trial Judgment in Complex Assignment of Debt Action

In a case of first impression in Connecticut, C&L’s litigation group obtained a judgment after trial of $4,468,839.71 on behalf of the purchaser of a debt evidenced by a promissory note. C&L was co-counsel in the litigation along with counsel from California.

The case raised complex questions of whether or not the promissory note at issue was governed by Article 3 of the Uniform Commercial Code. The defendants argued that because the note was lost by the purchaser’s predecessor-in-interest, the purchaser could not recover pursuant to Article 3-309.

The case was tried courtside on the Complex Litigation Docket for the Superior Court for the State of Connecticut, and the court ruled that the Uniform Commercial Code did not apply. The court held that because the promissory note did not contain a fixed amount of debt, it was outside the scope of the U.C.C. It entered judgment in C&L’s client’s favor and further awarded attorneys’ fees and pre- and post-judgment interest.

Cummings & Lockwood Wins Significant Probate Law Ruling from Connecticut Supreme Court Concerning Calculation of Surviving Spouse's Statutory Share

Cummings & Lockwood recently obtained a significant ruling in favor of its client from the Connecticut Supreme Court concerning the manner in which a surviving spouse’s statutory share is to be calculated. Cummings & Lockwood successfully argued before the court that the statutory share, which is the portion of an estate that goes to a surviving spouse who was not included in the deceased spouse’s will, is to be based upon the value of the estate’s assets at the time of distribution as opposed to the value at the date of death.

This ruling was particularly significant for Cummings & Lockwood's client, who had served as executrix of the estate, because the value of the estate’s assets had depreciated significantly between the date of death and distribution. The Supreme Court’s decision is one of its two or three most significant decisions in its history concerning the statutory share and will impact the manner in which the share is calculated going forward.

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