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HomeWest Palm Beach, FLThe Faces of Estate, Tax and Residency Planning

The Faces of Estate, Tax and Residency Planning

For over a century, Cummings & Lockwood has been building meaningful and lasting relationships with its private clients, their family offices, businesses, and charitable entities, serving as trusted advisors throughout their lifetimes and providing sophisticated legal counsel at every important stage of their lives.
The firm has one of the premier private client practices in the United States and serves its clients from offices in Palm Beach Gardens, Naples and Bonita Springs, Florida, and Stamford, Greenwich, and West Hartford, Connecticut.
Matthew N. Turko is counsel in Cummings & Lockwood’s Private Client Group and is based in the firm’s Palm Beach Gardens office.
Turko advises his clients on federal income, gift, estate, and generation-skipping transfer (GST) tax issues to minimize taxes and optimize the transfer of wealth to future generations, as well as on all aspects of the probate and trust administration process.
In addition, Turko establishes non-grantor trusts to maximize Qualified Small Business Stock (QSBS) exclusions and state income tax savings, and assists clients with the creation and funding of family LLCs and LPs. He also advises non-resident U.S. aliens on U.S. gift, estate, and income tax issues, and Connecticut and New York residents on changing their residency to Florida.

3001 PGA BLVD., SUITE 104, PALM BEACH GARDENS, FL
561-214-8500 | CL-LAW.COM

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