Best Norwalk, Connecticut Trusts and Estates Lawyers
Ann L. Fowler-Cruz is a lawyer recognized by Best Lawyers in the practice areas of Elder Law and Trusts and Estates. Ann L. practices law in Danbury, Connecticut Best Lawyers has recognized Ann L. Fowler-Cruz since 2021. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Ann L. Fowler-Cruz is held by other lawyers.
Rachel B.G. Sherman is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Stamford office. She joined the Firm in 1999. Rachel works with high net worth individuals and families to address their estate planning needs, including the preparation of wills and trusts, tax planning, multi-generational planning, planning for retirement benefits and real estate holdings, gifting and preparation of gift tax returns. Rachel also focuses her practice on estate admi...
ALYSSA V. SHERRIFF TRAMONTANO is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. She practices in the areas of estate planning and trust and estate administration. Alyssa advises individuals and families with varying estate planning needs and goals. When working with clients, her goal is to make the process approachable and to work directly with them to ensure they understand the plan being put in place and that the documents truly reflect their wis...
Howard S. Tuthill III (Terry) is a Principal with Cummings & Lockwood in its Stamford office and a member of the Firm's Private Clients Group. Terry joined Cummings & Lockwood in 1993 after practicing for 14 years with the New York law firm of Kelley, Drye and Warren and seven years with the Connecticut law firm of Cross, Brodrick & Chipman.
EDWARD MARCANTONIO is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. Ed practices in the areas of trusts and estates planning and administration. He assists individuals with tax and asset protection planning, estate settlement, and trust administration. Ed is a Martindale-Hubbell AV-rated attorney. He is admitted to practice in Connecticut and New York. Prior to joining the firm, Ed practiced at the former law firm of Hermenze & Marcantonio LLC...
James B. Stewart practices in the areas of estate planning and trust and estate administration. While Jim is primarily engaged in various aspects of trusts and estates law, he also handles real estate transactions associated with the settlement of trusts and estates and oversees the firm’s activities with regard to the preparation of personal and fiduciary income tax returns. He also has lectured before the Connecticut Society for Certified Public Accountants on Connecticut estate settl...
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...
DAVID R. HERMENZE is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. He practices in the areas of estate planning and trust and estate administration. Dave uses plain language to help clients understand how they can structure their affairs to achieve the transfer of wealth to family members in the most tax-effective manner, and to protect family wealth from divorce and the claims of creditors. Dave is a Martindale-Hubbell AV-rated attorney. He is ad...
HEATHER J. LANGE is a principal of Brody Wilkinson and is a member of the firm’s Trusts & Estates and Probate Litigation Groups. Heather focuses on problem-solving, whether that entails assisting high net worth individuals and family groups with their estate planning or advocating for clients in trust and fiduciary litigation. In addition, Heather has developed a niche practice in equine law where she bridges her legal capabilities and equestrian interests. Heather is admitted to pr...
RONALD B. NOREN is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. Ron practices in the area of trusts and estates, including estate planning, transmission of wealth, estate settlement, and trust administration. He represents individual clients and family groups, often on a multi-generational basis, to preserve and transmit earned and inherited wealth, incorporating personal and family goals with efficient tax planning. Ron often works with clients ...
Margaret A. Deluca is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office. She joined the Firm in 1996 and concentrates in the areas of estate planning, business succession planning, estate and trust administration and probate litigation. She is on the Firm's Board of Directors and is the Administrative Co-Chair of the Stamford Private Clients Group.
Daniel G. Johnson is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office where he has practiced since joining the Firm in 1997. He practices primarily in the areas of estate planning, family business succession planning, estate administration and trust administration. Dan frequently lectures on estate and tax planning topics before both lawyer and non-lawyer audiences.
JENNIFER A. BASCIANO is a principal of Brody Wilkinson and is a member of the firm’s Trusts & Estates Group. Jennifer guides clients through their estate planning options and works with them to develop individualized estate plans that are tailored to the goals of each client. In addition, Jennifer has particular expertise advising clients in the area of Estate Settlement for both Connecticut and New York estates, which provides her with a unique perspective and allows her to provide...
JAMES D. FUNNELL, JR. is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. His practice is limited to trusts and estates planning, special needs planning, and trusts and estates administration. Jim is widely known for helping clients use special needs trusts to create a financial safety net for a family member with a disability. Jim is admitted to practice in Connecticut and has practiced in Fairfield County for over thirty-five years. He is also admi...
John R. Musicaro, Jr. is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office. John practices in the areas of estate planning, estate and trust administration and fiduciary services. He served as Chairman of the Firm's Private Clients Group for over 12 years.
Luke T. Tashjian is a top attorney recognized by Best Lawyers in the practice area(s) of Corporate Law, Litigation and Controversy - Tax, Tax Law and Trusts and Estates. Luke Tashjian is an estate planning , tax , and corporate attorney. He advises his clients on estate planning, tax structuring, and transactional matters. He also represents individuals and businesses ranging from local brick and mortar businesses to multinational corporations in tax controversy matters at the state and feder...
