Bourdeau Paul L is a distinguished Principal in Cummings & Lockwood’s Private Clients Group, specializing in sophisticated estate planning and wealth transfer strategies. With a career spanning over four decades, he stands out as the founder of the firm’s West Hartford office and a trusted advisor to high-net-worth individuals, corporate executives, and business owners.
His practice is characterized by a comprehensive, tax-efficient approach to preserving and transferring wealth, backed by extensive experience serving as both an Executor and Trustee. Paul focuses on delivering personalized solutions for clients including professionals, retirees, and principals in hedge funds and private equity, ensuring their financial and legacy goals are met with precision and care.
Services Offered
- Wills, Trusts and Estate Planning
- Probate and Estate Administration
- Fiduciary and Trustee Services
- Wealth Protection Planning
- Philanthropic Giving
- International Estate and Tax Planning
- Business Succession Planning
- Estate Planning for Hedge Fund and Private Equity Principals
- Estate Planning for Corporate Executives
- Tax Efficient Wealth Transfer
- Estate Settlement
- Trust Administration
- Charitable Giving
- Family Office and Closely Held Business Services
Admitted to practice in Connecticut, Florida, and Massachusetts, he has received sustained professional recognition, including inclusion in The Best Lawyers in America since 1991 and designation as a Fellow of the American College of Trust and Estate Counsel (ACTEC). His civic leadership includes past presidencies of the Connecticut Estate Planning Council and Hartford Stage Company.
