David A. Ludgin

David A. Ludgin: Attorney with Cummings & Lockwood LLC AV stamp icon
  • Counsel at Cummings & Lockwood LLC
  • The Brooks Grand Plaza, 8000 Health Center Boulevard, Suite 300, Bonita Springs, FL 34135
    View David A. Ludgin's office location
  • Peer Reviews

    5.0/5.0
  • Profile Visibility [ i ]
Attorney Awards

Biography

David A. Ludgin is Counsel in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office. His practice focuses on estate planning and administration, charitable planning and closely-held business succession planning. He has implemented numerous estate and business succession plans, having prepared irrevocable life insurance trusts, charitable remainder and lead trusts, grantor retained interest trusts, shareholder agreements and stock purchase agreements. His clients include closely-held business owners, business executives and affluent families.

Before joining Cummings & Lockwood, David practiced for over 35 years with the law firm of McCarter & English in their Newark, New Jersey office.

Books & Guides

• Probate in Florida

Professional Recognition

•The American College of Trust and Estate Counsel ( ACTEC ), fellow
•The Best Lawyers in America, 2005 - Present
•New Jersey Super Lawyers, 2005 - 2016
•Martindale-Hubbell, AV Rated

Articles/Publications

•Probate: Florida, Practical Law Guide, co-author, Thomson Reuters

Publications

01/24/13, 2013 Estate Planning Update
John J. Lombard, David A. Ludgin, Laura A. Kelly and Dana Mark
M&E Tax & Benefits Alert

05/01/11, Tax Law Changes Create New Asset Transfer Opportunities
David A. Ludgin
Family Business Magazine

04/01/04, You Still Need an Estate and Succession Plan
David A. Ludgin
Utility and Tansportation Contractor

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Areas of Practice (6)

  • Private Clients Group
  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Wealth Protection Planning
  • Philanthropic Giving
  • Business Succession Planning

Education & Credentials

Contact Information:
239.390.8060  Phone
239.430.3347  Fax
www.cl-law.com
University Attended:
Princeton University, A.B., cum laude, 1975
Law School Attended:
New York University School of Law, LL.M. in Taxation, 1983; Boston University School of Law, J.D., 1978
Year of First Admission:
1978
Admission:
1978, Wisconsin; 1984, Florida; 1980, New Jersey; 1985, Pennsylvania; 1982, New York
Memberships:

PROFESSIONAL ORGANIZATIONS

•Florida Bar Association
•American Bar Association

Reported Cases:
MATTERS: Implemented a multi-generation estate plan utilizing a charitable lead trust to reduce estate tax.; Established and obtained IRS approval for an employer-sponsored college scholarship program.; Prepared a shareholder agreement with reciprocal put and call provisions for a corporation with multi-generation stockholders.; Organized an LLC to facilitate continued ownership of a vacation property by disparate branches of an extended family.; Implemented a gift-giving program to transfer a legacy real estate holding from grandparents to children and grandchildren, and then advised the family upon the eventual disposition of the property.; Prepared documentation concerning consolidation of trusts.
ISLN:
905327110

Peer Reviews

  • 5.0/5.0
  • High ethical standing icon
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

Bonita Springs, Florida

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