×
Go back to Martindale-Avvo ➔

Cummings & Lockwood LLCPrincipal
Daniel P. Fitzgerald
Pro

Daniel P. Fitzgerald

5.0
2 reviews

Greenwich, CT, U.S.A.

Private Clients Group, Wills, Trusts and Estate Planning, Probate and Estate Administration and 10 more

About Daniel P. Fitzgerald

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

 

Daniel P. Fitzgerald (Greenwich, Connecticut) View website

Awards

Peer Reviewed Rated
This badge is granted to attorneys who have been reviewed by another attorney.
Martindale-Hubbell Peer PR

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Daniel P. Fitzgerald

Have you consulted or hired this lawyer?

Leave a review about your experience with this lawyer.

Write a Review

Overall Rating
5.0
See All Reviews
2
Lawyers.com
Not yet reviewed
5.0
Martindale
2
Avvo
Not yet reviewed

Services

Areas of Law

  • Other 13
    • 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

Experience

  • Bar Admission & Memberships
    Admissions
    2006, Connecticut
    2007, New York
    United States Tax Court
    Memberships

    Connecticut Bar Association
    New York Bar Association
    Greenwich Bar Association.

  • Education & Certifications
    Law School
    New York University School of Law
    Class of 2009
    LL.M.
    Taxation

    Syracuse University College of Law
    Class of 2006
    J.D.
    cum laude
    Other Education
    Lafayette College
    Class of 2003
    B.A.
  • Personal Details & History
    Age
    Born in 1981
    New Milford, Connecticut, 1981

Activity

Email Daniel P. Fitzgerald

Case type is required.
I am is required.
First name is required.
Last name is required.
A valid zip code is required.
Country is required.
State is required.
A valid city is required.
A valid email address is required.
A valid phone number is required.
Message is required.
0/1000 characters

By clicking the Submit button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Lawyers.com and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.

This site is protected by reCAPTCHA. See Google’s Privacy Policy and Terms of Service.

Thank you! Your message has been successfully sent.

For your records, a copy of this email has been sent to test@test.com.

Summary of Your Message
Case Type:
I am a/an:
First Name:
Last Name:
City:
Zip Code or Postal Code:
State:
Country:
Phone Number:
Message:
Return to Profile Reset Form

Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Daniel P. Fitzgerald was admitted in 2006 to the State of Connecticut.
  • Is this attorney admitted to the bar in more than one state?
    Yes, Daniel P. Fitzgerald is admitted to practice in Connecticut and New York.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Daniel P. Fitzgerald has a 5.0 Peer Rating from Martindale-Hubbell.
  • What law school did this attorney attend?
    Daniel P. Fitzgerald attended New York University School of Law and Syracuse University College of Law.
  • Is this attorney listed in the Bar Register of Preeminent Lawyers?
    Daniel P. Fitzgerald is listed in the Banking Law, Business Law, Commercial Litigation, Corporate Law, Real Estate Law, Trusts and Estates and Wills and Probate section of the Bar Register of Preeminent Lawyers.

Attorney information displayed in this FAQ section is based upon information the lawyer has included on their profile, in addition to the information we collect from state bar associations and other organizations that license legal professionals.

These FAQs include information about a lawyer's background, but do not evaluate their knowledge of the law, past performance on individual cases, personality, or communication skills.

It is solely the responsibility of lawyers and law firms to ensure that any information they provide complies with all applicable laws and rules of professional conduct.

You should be aware that the information we rely upon may not be comprehensive, or frequently updated.

Always research the lawyer further to get a better understanding of their license credentials, disciplinary status, background, and experience.

Lawyers.com Client Reviews

Martindale-Hubbell® Client Review Ratings™ display reviews submitted by individuals who have either hired or consulted the lawyers or law firms.

The Client Review Rating score is determined through the aggregation of validated responses. People who submit reviews are either individuals who consulted with the lawyer/law firm or who hired the lawyer/law firm and want to share their experience of that lawyer or law firm with other potential clients. Reviewers can be anyone who consults or hires a lawyer including in-house counsel, corporate executives, small business owners, and private individuals.

Martindale-Hubbell validates that a reviewer is a person with a valid email address. As part of the review process, respondents must affirm that they have had an initial consultation, are currently a client or have been a client of the lawyer or law firm identified, although Martindale-Hubbell cannot confirm the lawyer/client relationship as it is often confidential. The content of the responses is entirely from reviewers.

Prior results do not guarantee a similar outcome and Martindale-Hubbell accepts no responsibility for the content or accuracy of any review. For more information on Martindale-Hubbell Client Review Ratings, please visit our Client Review Page

Martindale Peer Reviews

Martindale-Hubbell® Peer Review Ratings™ are the gold standard in attorney ratings, and have been for more than a century. These ratings indicate attorneys who are widely respected by their peers for their ethical standards and legal expertise in a specific area of practice.

The Martindale-Hubbell Peer Review Ratings process is the gold standard due to its objectivity and comprehensiveness. Lawyers solicited for peer reviews include both those selected by the attorney being reviewed and lawyers independently selected by Martindale-Hubbell. All reviewers are verified as attorneys through Martindale-Hubbell’s extensive attorney database. Only attorneys practicing at least three years and receiving a sufficient number of reviews from non-affiliated attorneys are eligible to receive a Rating.

What are the different Martindale-Hubbell Peer Review Ratings?*

• AV Preeminent®: The highest peer rating standard. This rating signifies that a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

• Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

• Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Lawyers who have received peer reviews after 2009 will display more detailed information, including practice areas, summary ratings, detailed numeric ratings and written feedback (if available). Details for individual reviews received before 2009 are not displayed.

Attorneys that receive reviews from their peers, but not a sufficient number to establish a Martindale-Hubbell Peer Review Rating, will have those reviews display on our websites.

For more information on Martindale-Hubbell Peer Review Ratings™, please visit our Ratings Page on Martindale.com and our Frequently Asked Questions