Heather J. Rhoades is a Principal in Cummings & Lockwood's Private Clients Group, is Partner In Charge of the West Hartford office and a member of the Firm's Board of Directors. Heather joined the Firm in 1999 and 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.
Lawyer Profile
Heather J. Rhoades
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Recognized Since:2013
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Recognized in:Trusts and Estates
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Law School:University of Connecticut
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Location:Blue Back Square, Suite 40075 Isham RoadWest Hartford, CT 06107
Heather J. Rhoades is a Principal in Cummings & Lockwood's Private Clients Group, is Partner In Charge of the West Hartford office and a member of the Firm's Board of Directors. Heather joined the Firm in 1999 and 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.
Lawyer Bio
Education:
- University of Connecticut , J.D., graduated 1999
- University of Connecticut, B.A., graduated 1996
Bar Admissions:
- Connecticut, 1999
Affiliations:
- 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
- The Mark Twain House & Museum - Ambassador
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 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
Additional Information:
Practice Areas
- Private Clients Group
- 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
Articles/Publications
- 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
Firm Details
Cummings & Lockwood LLC
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