Cummings & Lockwood LLC
Patricia R. Beauregard is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office. She provides sophisticated estate, tax and wealth planning services for high net worth individuals and family businesses, as well as corporate executives, women in transition, and same sex couples. Patti works with families on estate administrations to settle estates quickly, efficiently and compassionately, and advises trustees and executors on trust administrations, probate accountings, construction proceedings, receipt and release agreements, and fiduciary duties and liabilities.
She has extensive experience advising individuals and tax-exempt organizations, including public charities, educational institutions, hospitals and private foundations on issues regarding entity formation, obtaining tax-exempt status, solicitation of charitable funds, planned giving, endowments, board governance and policies, compensation, unrelated business income tax, self-dealing, excise taxes and prudent management of institutional funds.