Daniel P. Fitzgerald

Open for Business

Principal at Cummings & Lockwood LLC
Two Greenwich Plaza, P.O. Box 2505, Greenwich, CT 06830
View Daniel P. Fitzgerald's office location
Overall Rating

5.0
.

2 Reviews
Overall Rating

5.0
.

2 Reviews

Peer Reviews

5.0
.

2

Peer Reviews

5.0
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2
Profile Visibility [ i ]
- #43 in weekly profile views out of 1,364 Attorneys in Greenwich, CT
- #85,092 in weekly profile views out of 2,343,578 total attorneys Overall

Attorney Awards

About Attorney Awards

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 equity professionals, as well as artists and entrepreneurs. Dan has developed comprehensive estate plans to assist members of many generations in their wealth transfer protection and planning.

Dan is the Chair of the Firm's Marketing Committee and former principal-in-charge of the Firm’s Continuing Legal Education Program and the Private Clients Group Associate Training Program.

Professional Recognition

• Chambers and Partners, High Net Worth Guide - Up and Coming 2024

• The Best Lawyers in America, 2019 - Present

• Connecticut and New England Super Lawyers, Rising Star in Estate Planning, 2011 - Present

• Connecticut Law Tribune, New Leaders in the Law, 2013

• Fairfield County Business Journal, '40 Under 40' Award, 2012

Civic and Philanthropic Activity

•Greenwich Bar Association, President, 2013 - 2014, Officer, 2007 - 2015
•Greenwich Hockey Club, Board Member, 2021-Present
•Greenwich United Way, Board Member, 2015 - 2021
•Fairfield County's Community Foundation, Professional Advisors Council, Member
•Meals-on-Wheels, Inc. of Greenwich, Board Member, 2007 - 2017

Articles/Publications/Presentations

•Connecticut Dynasty Trusts and Directed Trusts
•Incapacity, Powers of Attorney and Adoption in Connecticut, 4th Edition, co-author, Thomson Reuters
•Unhappy with the Terms of a Trust? Decanting the Problem Away
•10 Tips for Establishing Domicile in a Tax-Friendly Jurisdiction
•Living Will and Appointment of Health Care Representative, Connecticut, Practical Law Guide, co-author, Thomson Reuters
•Advance Health Care Directive, Connecticut, Practical Law Guide, co-author, Thomson Reuters
•“Charitable Remainder Trust Pitfalls”, Trusts and Estates Magazine, October 2015, co-authored with Conrad Teitell and Heather Rhoades

Articles

• Greenwich Magazine - 203 Ways to Live the Good Life in Fairfield County
• Wills - Who Needs Them?
• Charitable Remainder Trust Pitfalls

Books & Guides

• Living Wills and Appointment of Health Care Representatives in Connecticut
• Advance Health Care Directives in Connecticut

News & Press Releases

• 29 Cummings & Lockwood Attorneys Named Best Lawyers in Connecticut for 2023
• Greenwich Office - 2023 Best Lawyers in America and Ones to Watch
• 18 Cummings & Lockwood Attorneys Named Top Lawyers in Fairfield County, Connecticut in 2021
• 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
• 17 Cummings & Lockwood Attorneys Have Been Named 2018 New England Super Lawyers and Rising Stars
• 17 Cummings & Lockwood Attorneys Have Been Named 2017 Connecticut Super Lawyers and 2017 Rising Stars
• Daniel Fitzgerald Quoted in Article on 'Estate Planning Key, Even For Young People'
• 16 Cummings & Lockwood Attorneys Have Been Named 2016 Connecticut Super Lawyers and Rising Stars
• Daniel P. Fitzgerald Named One Of '40 Under 40' By Fairfield County Business Journal

Videos

• Is an Irrevocable Trust Irrevocable? Modification and Decanting Trusts in Connecticut

• Do I Have to Tell My Kids About the Trust?

• Domicile and Residence Planning

• Connecticut Directed Trusts

• Connecticut Dynasty Trusts and Directed Trusts

• Estate Planning for an Individual in Their Later Life

• Unhappy with the Terms of a Trust? Decanting the Problem Away

• 10 Tips for Establishing Domicile in a Tax-Friendly Jurisdiction

Private Clients Group
Wills, Trusts and Estate Planning
Probate and Estate Administration
Fiduciary and Trustee Services
Wealth Protection Planning
Philanthropic Giving
International Estate and Tax Planning
Business Succession Planning
Estate Planning for Hedge Fund and Private Equity Principals
Estate Planning for Corporate Executives
Estate Planning for Collectors, Authors, Artists and Musicians
Tax Controversy and Litigation
Family Office and Closely Held Business Group

University Attended:

Lafayette College, B.A., 2003

Law School Attended:

New York University School of Law, LL.M., Taxation, 2009; Syracuse University College of Law, J.D., cum laude, 2006

Year of First Admission:

2006

Admission:

2006, Connecticut; 2007, New York; United States Tax Court

Memberships:

Connecticut Bar Association; New York Bar Association; Greenwich Bar Association.

Birth Information:

New Milford, Connecticut, 1981

ISLN:

919049978

5.0/5.0 (2 reviews)

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

5.0/5.0 Rated by a Managing Partner on 09/21/15 in Trusts and Estates

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5.0/5.0 Rated by a General Counsel on 09/11/15 in Estate Planning

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Greenwich, CT
Two Greenwich Plaza P.O. Box 2505
Greenwich, CT 06830

203-863-6511 Phone
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Contact Daniel P. Fitzgerald

Contact Information:

203-862-2606 Fax

www.cl-law.com/professionals/daniel-p-fitzgerald

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