Lawyer Profile

Heather J. Rhoades

Cummings & Lockwood LLC

Recognized Since:

2013
Recognized in:

Trusts and Estates
Law School:

University of Connecticut
Lawyer Page:

http://www.cl-law.com/professi...
Website:

http://www.cl-law.com
Phone Number:

(860) 313.4933
E-mail:

hrhoades@cl-law.com
Location:

Blue Back Square, Suite 400

75 Isham Road

West Hartford, CT 06107

Heather J. Rhoades is Chairman of Cummings & Lockwood's Private Clients Group and is the Partner in Charge of 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.

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

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 - 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

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