Caroline Demirs Calio

Caroline Demirs Calio: Attorney with Cummings & Lockwood LLC
Attorney Awards

Biography

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
•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 Didn't Impact Its Exclusion Status
•Help Clients Avoid 10 Common Estate Planning Mistakes

Books & Guides

• Revocable Trusts in Connecticut

Events

• Webinar - Journal in the Round

(Resident, West Hartford Office)

Areas of Practice (7)

  • 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 Funds and Private Equity Principals

Education & Credentials

Contact Information:
860.313.4936  Phone
860.313.4961  Fax
www.cl-law.com/professionals/caroline-demirs-calio
Mailing Address:
P.O. Box 120, Stamford, CT 06901
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

Peer Reviews

  • 4.2/5.0 (1 review)
  • Peer Reviewed
  • 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

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

Documents (1)

Documents by this lawyer on Martindale.com

Stamford, Connecticut

Contact Caroline Demirs Calio

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