Founded in 1909, Cummings & Lockwood LLC provides sophisticated legal counsel to private clients and commercial enterprises. The firm has one of the largest trusts and estates practices in the United States, with a significant client base of high net worth individuals and families, family offices, closely held businesses, private foundations, and national charities. The firm’s nearly 100 attorneys and fiduciary accountants are located in offices in Palm Beach Gardens, Naples, and Bonita Springs, Florida as well as in Stamford, Greenwich, and West Hartford, Connecticut.
David M. Halpen is principal-in-charge of the firm’s Palm Beach Gardens office, which was named the 2018 Trust & Estates Law Firm of the Year in Florida by Global Law Experts. Whether dealing with newly acquired assets or family fortunes that span generations, Halpen assists clients with U.S. and international estate and tax planning, estate settlement, trust administration, and business succession planning, providing innovative strategies and solutions that preserve, enhance, and transition their wealth.
11760 U.S. Highway 1, Suite 502W, Palm Beach Gardens, Florida 33408
561-214-8508 | cl-law.com
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