Trusts and Estates
Heather J. Rhoades
Recognized in Best Lawyers since 2013 Awarded Practice Areas
Biography
Heather J. Rhoades is Chairman of Cummings & Lockwood's Private Clients Group and is based in the West Hartford office. She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. Heather is a member of the Firm's National Charitable Planning Group.
Overview
West Hartford, Connecticut
- University of Connecticut, J.D., graduated 1999
- University of Connecticut, B.A., graduated 1996
- Connecticut, 1999
- Connecticut Bar Association - Member
- American Bar Association - Member
- Estate and Business Planning Council of Hartford - Past President
- University of Connecticut Foundation, Planned Giving Professional Advisory Council - Member
- Trusts & Estates Magazine, Philanthropy Committee of the Editorial Advisory Board - Member
West Hartford, Connecticut
- Connecticut, 1999
- Connecticut Bar Association - Member
- American Bar Association - Member
- Estate and Business Planning Council of Hartford - Past President
- University of Connecticut Foundation, Planned Giving Professional Advisory Council - Member
- Trusts & Estates Magazine, Philanthropy Committee of the Editorial Advisory Board - Member
- University of Connecticut, J.D., graduated 1999
- University of Connecticut, B.A., graduated 1996
Client Testimonials
Awards & Focus
Named "Lawyer of the Year" by Best Lawyers® for:
- Trusts and Estates, Hartford (2021)
- Trusts and Estates, Hartford (2019)
- Trusts and Estates, Hartford (2016)
Recognized in The Best Lawyers in America® 2026 for work in:
- Trusts and Estates
Awards:
- The American College of Trust and Estate Counsel (ACTEC), Fellow
- Chambers and Partners, Band 1 Practitioner, 2017 - Present
- Connecticut and New England Super Lawyers, 2014 - Present, Rising Star, 2008-2013
News & Media
Additional Information
- Articles/Publications
- "Donors' Charitable Pledges, The Ins and Outs," Trusts & Estates Magazine, October 2021 Issue, co-author with Conrad Teitell and Brianna L. Marquis
- "Contracts to Make a Will," Trusts & Estates Magazine, September 2021 Issue, co-author with Conrad Teitell and Brianna L. Marquis
- "No Thank You: Tax, Legal and Practical Consequences of Charitable Gifts Returned to Donors," Trusts & Estates Magazine, January 2020 Issue, co-author with Conrad Teitell and Brianna L. Marquis
- "Cryptocurrency - Estate and Charitable Planning and Compliance," Trusts & Estates Magazine, January 2019, co-authored with Conrad Teitell and Katherine A. McAllister
- Power of Attorney, Connecticut, Practical Law Guide, co-author, Thomson Reuters
- Estate Tax: Connecticut, Practical Law Guide, co-author, Thomson Reuters
- Ancillary Estate Proceedings in Connecticut, Practical Law Guide, co-author, Thomson Reuters
- “Substantiating Charitable Deductions at the IRS,” Trusts & Estates Magazine, July 2017, co-authored with Conrad Teitell and Cara Howe Santoro
- "Charitable Remainder Trust Pitfalls," Trusts & Estates Magazine, October 2015, co-author with Conrad Teitell
- "Termination of Charitable Remainder Trusts," Trusts & Estates Magazine, October 2014, co-author with Conrad Teitell
- "Gifting a Personal Residence or Farm," Trusts & Estates Magazine, July 2011 issue, co-author with Conrad Teitell
- "Charitable Gifts with Use Strings Attached," Trusts & Estates Magazine, October 2010
- Practice Areas
- Private Clients Group - Chair
- Wills, Trusts and Estate Planning
- Probate and Estate Administration
- Fiduciary and Trustee Services
- Wealth Protection Planning
- Philanthropic Giving
- National Charitable Planning Group
- Business Succession Planning
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