For over 100 years, Cummings & Lockwood has been building meaningful and lasting relationships with our private clients, their family offices, businesses and charitable entities. We serve as trusted advisors for multiple generations and provide sophisticated legal counsel at every important stage of life. Our core services include: ■ Estate planning ■ Estate, income and gift tax planning ■ Wealth preservation planning Paul L. Bourdeau Marc T. Finer Kelley Galica Peck Principal, Private Clients Group Principal, Private Clients Group Principal-in-Charge, West Hartford Office 860.313.4930 pbourdeau@cl-law.com Caroline Demirs Calio Principal, Private Clients Group 860.313.4936 ccalio@cl-law.com 860.313.4946 mfiner@cl-law.com Brianna L. Marquis Principal, Private Clients Group 860.313.4923 bmarquis@cl-law.com Robert B. Fawber management ■ Philanthropic giving ■ Generational wealth Heather J. Rhoades transfer Chairman, Private Clients Group 860.313.4933 hrhoades@cl-law.com ■ International estate and tax planning Principal, Private Clients Group ■ Probate and estate 860.313.4931 rfawber@cl-law.com services ■ Business succession planning ■ Fiduciary, probate and ■ Trust formation and 860.313.4919 kpeck@cl-law.com ■ Executor and trustee settlement tax litigation ■ Residential and commercial real estate services ■ Corporate and finance services ■ Business litigation, arbitration and dispute resolution For a private consultation, please contact one of our attorneys. Blue Back Square 75 Isham Road, Suite 400 West Hartford, CT 06107 Phone: 860.313.4900 Fax: 860.313.4993 STAMFORD www.cl-law.com GREENWICH WEST HARTFORD Wethersfield, CT NAPLES BONITA SPRINGS PALM BEACH GARDENS CONNECTICUT AERIAL YOGA YOGA IN THE AIR Outdoor Dining O N A C O Z Y HE ATE D DE C K W IT H S P E CTA C UL A R WAT E RFRON T VIE WS! Come Dine Under One Million BTUs of Infrared Heating on the Deck Fresh Flavors Every Season! Brew HaHa Comedy Nights Every Fri & Sat at 8PM 2024 CONNECTICUT MAGAZINE’S TOP RESTAURANTS Winner of Thirteen Connecticut Magazine Awards Book Your Next Corporate Event or Party With Us! <> | <> | <

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