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Laura Weintraub Beck is Firm-wide Chairman and Managing Director of Cummings & Lockwood. She is based in the Greenwich office. She focuses her practice on estate planning, including business succession planning and planning for real estate holdings, estate administration, probate litigation and trust administration. Laura was formerly the Chairman of Cummings & Lockwood’s Private Clients Group. In addition, she was previously Director of Client Communication for the Private Clie...
B. Cort Delany is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. Cort, a Greenwich native, has worked with families from Connecticut and around the country to protect family assets from unnecessary taxes and attacks from third parties. Cort's ultimate goal is to allow successive generations to benefit from family wealth without precluding each family member from maximizing his or her personal potential.
Daniel P. Fitzgerald is a Principal in Cummings & Lockwood's Private Clients Group and Principal-in-Charge of the Greenwich office. His practice focuses on estate planning, estate administration, taxation, partnerships, probate litigation and defending tax audits. Dan's extensive estate administration experience allows him to develop estate plans that address issues and concerns before they become problematic. He has worked with a broad range of finance, accounting, hedge fund and private...
Jessie A. Gilbert is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. Jessie advises high net worth individuals on estate and tax issues, helping them with succession, generation-skipping and asset protection planning. She also represents executors and trustees with respect to probate, estate and trust administration matters, as well as with estate and fiduciary income taxes. Jessie is a frequent writer and lecturer on estate planning and ad...
Douglas H. Olin is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Greenwich office. Doug joined Cummings & Lockwood in 1999 and became a Principal in 2001. His practice focuses on estate planning, family business succession planning, and estate and trust administration. Doug speaks frequently on estate and tax planning topics before both lawyer and non-lawyer audiences.
Edward F. Rodenbach is based in the Greenwich office. He has served as the Partner-in-Charge of the Greenwich office, a member of the Firm's Board of Directors and it's Vice Chairman, and co-Chair of the Firm's Private Clients Group. Ed's practice has included estate planning for high net worth individuals and families; all aspects of estate settlement and administration; and trust planning, formation and administration. Today, Ed spends most of his time as an executor and trustee for numerou...
Katherine (“Kacie”) Cotter Gent is an Associate in Cummings & Lockwood’s Private Clients Group and is based in the Greenwich office. Kacie joined Cummings & Lockwood in 2016 and focuses her practice on estate planning, which includes the drafting of Wills, Revocable and Irrevocable Trusts, Powers of Attorney and Health Care documents. She also advises high net worth individuals on estate and taxation issues, including estate and gift tax planning, generation-skipping...