Caroline Demirs Calio

Open for Business

Principal at Cummings & Lockwood LLC
Blue Back Square, 75 Isham Road, Suite 400, West Hartford, CT 06107
View Caroline Demirs Calio's office location
Overall Rating

4.2
.

1 Reviews
Overall Rating

4.2
.

1 Reviews

Peer Reviews

4.2
.

1

Peer Reviews

4.2
.

1
Profile Visibility [ i ]
- #54 in weekly profile views out of 984 Attorneys in West Hartford, CT
- #78,307 in weekly profile views out of 2,343,407 total attorneys Overall

Attorney Awards

About Attorney Awards

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.

Professional Recognition

•The Best Lawyers in America, 2018 - Present
•Connecticut and New England Super Lawyers, Rising Star, 2010 - 2012

Civic and Philanthropic Activity

•Westover School, Middlebury, Connecticut, Board of Trustees
•The Bridge Family Center, Former Director, Board of Directors; Chair, Planned Giving Committee; Development Committee

Articles/Publications

•'Modification of a GST Trust Didn't Impact Its Exclusion Status', Trusts & Estates Magazine Website, September 26, 2018, co-author with Andrew M. Nerney
•'Modification of a GST Trust Didn't Impact Its Exclusion Status'
•Revocable Trusts: Connecticut, Practical Law Guide, co-author, Thomson Reuters
•'Help Clients Avoid 10 Common Estate Planning Mistakes', Journal of Financial Planning, March 2017

Articles

• Modification of a GST Trust Didnt Impact Its Exclusion Status
• Help Clients Avoid 10 Common Estate Planning Mistakes

Books & Guides

• Revocable Trusts in Connecticut

Events

• WEBINAR - Journal in the Round

News & Press Releases

• 29 Cummings & Lockwood Attorneys Named Best Lawyers in Connecticut for 2023
• West Hartford Office - 2023 Best Lawyers in America and Ones to Watch
• 35 Cummings & Lockwood Attorneys in Connecticut and Florida Have Been Named Among The Best Lawyers in America for 2021, 2 Attorneys Received Lawyer of the Year Awards and 8 Attorneys Have Been Identified as the Ones to Watch
• 24 Cummings & Lockwood Attorneys Named in the 2020 Edition of Connecticut’s Best Lawyers
• 34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020
• Cummings & Lockwood Attorneys in Connecticut and Florida Named 2019 Best Lawyers in America
• 32 Cummings & Lockwood LLC Attorneys Named to 2018 Best Lawyers List

Videos

• Recent Supreme Court Decision Regarding Buy-Sell Agreements in Connelly v. U.S.

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

Mailing Address:

P.O. Box 271820, West Hartford, CT 06107

University Attended:

University of Richmond, B.A., History and Political Science, 1997

Law School Attended:

Boston University School of Law, J.D., cum laude, 2000

Year of First Admission:

2000

Admission:

2000, Connecticut; 2001, New York

Memberships:

Professional Organizations

•Connecticut Bar Association
•Hartford Estate and Business Planning Council, Board of Directors and Chair, Programs Committee

Birth Information:

Watertown, Connecticut, November 6, 1975

ISLN:

915136566

4.2/5.0 (1 review)

Legal Knowledge
4.0/5.0
Analytical Capability
4.0/5.0
Judgment
5.0/5.0
Communication
4.0/5.0
Legal Experience
4.0/5.0

4.2/5.0 Rated by a Partner on 05/05/14 in Commercial Real Estate

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West Hartford, CT
Blue Back Square , 75 Isham Road, Suite 400
West Hartford, CT 06107

860-313-4936 Phone
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Contact Caroline Demirs Calio

Contact Information:

860-313-4961 Fax

www.cl-law.com/professionals/caroline-demirs-calio

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