CUMMINGS & LOCKWOOD LLC: OVER A CENTURY OF SERVICE

Firm Overview

Founded in 1909, Cummings & Lockwood provides sophisticated legal counsel to both private clients and commercial enterprises. Our clients include individuals and families with inherited and newly created wealth, as well as emerging, middle market and Fortune 500 companies. The f irm has nearly 100 attorneys and f iduciary accountants located in Stamford, Greenwich and West Hartford, Connecticut, and in Naples, Bonita Springs and Palm Beach Gardens, Florida, who provide a broad range of trusts and estates, corporate and f inance, litigation and arbitration, and commercial and residential real estate services.

What Di erentiates Us

For more than 100 years, Cummings & Lockwood’s commitment to professional excellence, partner-level attention and responsive client service have made this preeminent law f irm the f irm of choice for clients who depend on top quality legal representation to meet their complex personal and business needs. We combine the best talent, the latest technolo g y, outstanding service and competitive fees to deliver exceptional value and legal work. As a result, we continue to earn the con f idence, trust and respect of our clients, who include many of the nation’s most well-known individuals, families, businesses, f inancial institutions and charitable organizations.

Private Clients Practice

Cummings & Lockwood has one of the largest trusts and estates practices in the United States, with a signi f icant private client base of high-net-worth individuals and families, family of f ices, closely held businesses and national charities and foundations. Our private clients’ attorneys, many of whom have been elected to the prestigious American College of Trusts and Estate Counsel (ACTEC), are experienced in the areas of estate planning and administration; estate, income and gift tax; trust formation and management; executor and trustee services; charitable giving and foundations; probate law; and residential real estate. Whether dealing with recently acquired assets or family fortunes that span generations, the Firm provides innovative strategies and solutions to preserve, enhance and transition our clients’ wealth, as well as meet their varied legal needs and personal goals.

Commercial Practice

Cummings & Lockwood has an elite commercial practice with numerous, professionally recognized lawyers who are experienced in the areas of litigation and dispute resolution; real estate investment and development; banking, lending and credit transactions; corporate acquisitions and divestitures; and partnership, limited liability company and tax matters. Our clients include entrepreneurs, closely held companies, regional, national and in - ternational corporations, hedge funds, private equity f irms, f inancial institutions and not-for-pro f it organizations.

In addition, Cummings & Lockwood’s commercial and private clients’ lawyers regularly work together to provide entity planning, business succession planning, tax guidance and litigation to privately owned businesses of all sizes and industries.

For more information, visit Cummings & Lockwood’s website at www.cl-law.com.

WITHERS BERGMAN LLP

1700 E. Putnam Ave.

Greenwich 06870

203-302-4100 • withersworldwide.com inquiries.gw@withers.us.com

Managing partner(s) or o cer(s): David M. Lehn

Total number in firm: 500

Number of attorneys in county: 23

Number of partners: 13

Associates: 6

Counsel: 4

Year established: 1962

BRODY WILKINSON PC

2507 Post Road, Southport 06890

203-319-7100 • brodywilk.com pmott@brodywilk.com

Managing partner(s) or o cer(s): Peter T. Mott

Total number in firm: 22

Number of attorneys in county: 22

Number of partners: 17

Associates: 2

Counsel: 3

Year established: 1998

DISERIO MARTIN O’CONNOR & CASTIGLIONI LLP

1 Atlantic St, Stamford 06901

203-358-0800 • dmoc.com wdurkin@dmoc.com

Managing partner(s) or o cer(s):

William A. Durkin III

Total number in firm: 35

Number of attorneys in county: 22

Number of partners: 14

Associates: 4

Counsel: 4

Year established: 1983

HALLORAN & SAGE LLP

315 Post Road West Westport 06880

203-227-2855

133 Deer Hill Ave. Danbury 06810

203-796-1000 • halloransage.com fogerty@halloransage.com

Managing partner(s) or o cer(s): Stephen P.

Fogerty, managing attorney, Westport

Total number in firm: 102

Number of attorneys in county: 20

Number of partners: 14

Associates: 4

Counsel: 5

Year established: 1935