Cummings & Lockwood LLC

Business Category: Business

  • Profile

    Founded in 1909, Cummings & Lockwood has evolved to become a premier private clients-focused law firm that provides affluent individuals and families, family offices, their businesses and charitable entities with a broad range of sophisticated legal services.

    In addition to international estate and tax planning, our services include estate, income and gift tax planning, trust formation and management, wealth protection planning, philanthropic giving, probate and estate administration, fiduciary and trustee services, business succession planning, trust and estate litigation and tax controversy litigation.

    Cummings & Lockwood has one of the largest, oldest and most respected trusts and estates practices in the United States with 72 professionals, including 30 partners, 3 counsel, 14 associates and 25 fiduciary accountants, paralegals and estate administrators.

    Whether dealing with recently acquired assets or family fortunes that span generations, our private clients attorneys provide innovative strategies to preserve, enhance and transition our clients’ wealth, help them establish a philanthropic legacy, and meet their other personal and business goals.

    We have offices in Palm Beach Gardens, Naples and Bonita Springs, Florida, as well as in Stamford, Greenwich and West Hartford, Connecticut.  While most of our clients reside in Connecticut, New York and Florida, we have clients in nearly every U.S. state, as well as in over 25 countries around the world.

    If you are relocating to Florida and need expert estate and tax advice, please contact David M. Halpen, the Principal-in-Charge of our Palm Beach Gardens office, at 561.214.8508 or via email at

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