Daniel P. Fitzgerald

Daniel P. Fitzgerald: Attorney with Cummings & Lockwood LLC
Attorney Awards

Biography

Daniel P. Fitzgerald is a Principal in Cummings & Lockwood's Private Clients Group and is based in 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

•Connecticut and New England Super Lawyers, Rising Star in Estate Planning, 2011 - 2016
•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
•Meals-on-Wheels, Inc. of Greenwich, Board Member, 2007 - 2017
•United Way, Board Member
•Community Answers, Inc., Vice-Chair
•Fairfield/Westchester County Chapter of the Lafayette College Alumni Association, President
•Fairfield County's Community Foundation, Professional Advisors Council, Member

Articles/Publications/Presentations

•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

• 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

• Daniel Fitzgerald Quoted in Article on Estate Planning Key, Even For Young People

Videos

•Estate Planning for an Individual Later in Life
•Unhappy with the Terms of a Trust? Decanting the Problem Away
• 10 Tips for Establishing Domicile in a Tax-Friendly Jurisdiction

Areas of Practice (10)

  • 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
  • Probate and Tax Litigation
  • Estate Planning for Hedge Funds and Private Equity Principals

Education & Credentials

Contact Information:
203.863.6511  Phone
203.862.2606  Fax
www.cl-law.com/professionals/daniel-p-fitzgerald
Mailing Address:
P.O. Box 120, Stamford, CT 06901
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:

Professional Organizations

•Connecticut Bar Association
•New York Bar Association
•Greenwich Bar Association

Birth Information:
New Milford, Connecticut, 1981
ISLN:
919049978

Peer Reviews

Documents (1)

Documents by this lawyer on Martindale.com

Stamford, Connecticut

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