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 - Present
•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 Didnt Impact Its Exclusion Status
• Help Clients Avoid 10 Common Estate Planning Mistakes
Books & Guides
• Revocable Trusts in Connecticut
Events
• WEBINAR - Journal in the Round
News & Press Releases
• 29 Cummings & Lockwood Attorneys Named Best Lawyers in Connecticut for 2023
• West Hartford Office - 2023 Best Lawyers in America and Ones to Watch
• 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
• Cummings & Lockwood Attorneys in Connecticut and Florida Named 2019 Best Lawyers in America
• 32 Cummings & Lockwood LLC Attorneys Named to 2018 Best Lawyers List
Videos
• Recent Supreme Court Decision Regarding Buy-Sell Agreements in Connelly v. U.S.