Lawyer Profile

Caroline Demirs Calio

Cummings & Lockwood LLC

Recognized Since:

2018
Recognized in:

Trusts and Estates
Law School:

Boston University School of Law
Lawyer Page:

https://www.cl-law.com/profess...
Website:

http://www.cl-law.com
Phone Number:

(860) 313.4936
E-mail:

ccalio@cl-law.com
Location:

Blue Back Square, Suite 400

75 Isham Road

West Hartford, CT 06107

Caroline Demirs Calio is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. She practices in the areas of estate and gift tax planning, asset protection, estate settlement and trust administration. In addition, Caroline advises closely-held business owners on succession planning issues and various general corporate matters. She also has experience serving as an Executor and Trustee.

Prior to joining Cummings & Lockwood, Caroline worked in the corporate department of Kronish Lieb Weiner & Hellman LLP (now Cooley LLC) in New York City.

Lawyer Bio

Prior to joining Cummings & Lockwood, Caroline worked in the corporate department of Kronish Lieb Weiner & Hellman LLP (now Cooley LLC) in New York City.

Education:

Boston University School of Law , J.D., graduated 2000
University of Richmond, B.A. in History and Political Science, graduated 1997

Bar Admissions:

New York, 2001
Connecticut, 2000

Affiliations:

Connecticut Bar Association - Member
Hartford Estate and Business Planning Council - Board of Directors and Chair, Programs Committee
The Bridge Family Center - Former Director, Board of Directors; Chair, Planned Giving Committee; Development Committee
Westover School, Middlebury, Connecticut - Board of Trustees

Recognized in The Best Lawyers in America for work in:

Trusts and Estates

Awards:

Connecticut and New England Super Lawyers, Rising Star, 2010 - 2012

Additional Information:

Practice Areas

Private Clients Group
Wills, Trusts and Estate Planning
Probate and Estate Administration
Fiduciary and Trustee Services
International Estate and Tax Planning
Business Succession Planning
Estate Planning for Hedge Fund and Private Equity Principals
Estate Planning for Corporate Executives
Family Office and Closely Held Business Group

Articles

Modification of a GST Trusts Didn't Impact Its Exclusion Station", Trusts & Estate Magazine Website, September, co-author with Andrew M. Nerney
Revocable Trusts: Connecticut, Practical Law Guide, co-author, Thomson Reuters
"Help Clients Avoid 10 Common Estate Planning Mistakes", Journal of Financial Planning, March 2017