Daniel Johnson

Practice Areas

• Private Clients Group

• Wills, Trusts and Estate Planning

• Probate and Estate Administration

• Fiduciary and Trustee Services

• International Estate and Tax Planning

• National Charitable Planning Group

• Business Succession Planning

• Estate Planning for Hedge Fund and Private Equity Principals

• Estate Planning for Corporate Executives

• Estate Planning for Collectors, Authors, Artists and Musicians

• Tax Controversy and Litigation

Professional Memberships

• Connecticut Bar Association, Probate Section

• New York State Bar Association, Trusts and Estates Law Section

• Estate Planning Council of Lower Fairfield County, Inc.

Publications

• Planning for a Step-up in Basis in a High Exemption Environment

• Planning for the Transfer of a Hedge Fund or Private Equity Interest

• 10 Challenges When Planning for the Business Owner

• Connecticut Probate Deskbook; co-author, Thomson Reuters

• Settlement of Estates in Connecticut, 3d, co-author, Thomson Reuters

• "Diversifying Charitable Remainder Trust Investments," Trusts & Estates Magazine, October 2017, co-author with Conrad Teitell and

Katherine A. McAllister

• "Legal Underpinnings for Formulating and Defending Estate Plans," Trusts & Estates Magazine, January 2016, co-author with Conrad

Teitell and Katherine A. McAllister

Experience

Daniel G. Johnson is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Stamford office.

He practices primarily in the areas of estate planning, family business succession planning, estate administration and trust administration. Dan frequently lectures on estate and tax planning topics before both lawyer and non-lawyer audiences.

Education

Expert in these Jurisdictions

• Connecticut, 1997

• Massachusetts, 2003

• New York, 2007