Best Lawyers Near You in Norwalk, Connecticut for Trusts and Estates
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...
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...
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 for family members with disabilities, and trusts and estates administration. Mr. Funnell is a Martindale-Hubbell AV-rated attorney. Mr. Funnell is admitted to practice in Connecticut and has practiced in Fairfield County for over thirty years. He is also admitted to practice in Texas. Prior to joinin...
George L. Smith is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. George L., who practices law in Greenwich, Connecticut, has been recognized since 2006. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which George L. is held by other top lawyers in the same geographic and legal practice area. George practices in all areas of estate and trust planning and administration, including advising individuals on th...
PETER T. MOTT is a principal of Brody Wilkinson and a member of the firm’s Trusts & Estates Group. Mr. Mott practices in the areas of estate planning and trusts and estate administration. He assists individuals with tax and charitable gift planning, business owners with succession planning, and families planning for aging or incapacitated family members. Mr. Mott is a Martindale-Hubbell AV-rated attorney. He is admitted to practice in Connecticut and has practiced in the Greater Bri...
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.
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 T., who practices law in Westport, Connecticut, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Luke T. is held by other top lawyers in the same geographic and legal practice area.
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...
Lisa F. Metz is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Lisa F., who practices law in Southport, Connecticut, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Lisa F. is held by other top lawyers in the same geographic and legal practice area.
Leslie Grodd is a seasoned tax attorney representing high-net-worth individuals in tax and estate planning, and probate matters. He also handles real estate and business transactions such as commercial and residential property closings, creating optimal corporate structures for new companies, selling, and acquiring companies, and purchasing investments. In addition to managing transactions, he counsels and helps his clients navigate potential tax and estate planning consequences. Les has had ...
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.
Richard Di Marco is a principal in Cohen and Wolf’s Tax, Trusts and Estates, and Business & Corporate Groups. He has thirty years' experience advising clients in tax matters, estate planning and administration, and business law; and representing taxpayers before the Internal Revenue Service. Mr. Di Marco practiced as a CPA prior to entering the practice of law. His clients include closely held corporations, partnerships, funds, tax-exempt organizations, and high net worth individual...
Ann L. Fowler-Cruz is a top attorney recognized by Best Lawyers in the practice area(s) of Elder Law and Trusts and Estates. Ann L., who practices law in Danbury, Connecticut, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Ann L. is held by other top lawyers in the same geographic and legal practice area.
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...
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.