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

 

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
  • Estate Planning for Corporate Executives
  • Tax Controversy and Litigation

 

Education

  • University of Connecticut School of Law (J.D., summa cum laude, 1999)
  • University of Connecticut (B.A., summa cum laude, Phi Beta Kappa, 1996)

 

Bar Admissions

  • Connecticut, 1999

 

Professional Organizations

  • Connecticut Bar Association, Estate and Probate Section, Executive Committee
  • American Bar Association
  • Estate and Business Planning Council of Hartford, Past President

 

Professional Recognition

  • The American College of Trusts & Estates Counsel (ACTEC), Fellow
  • Chambers and Partners, High Net Worth Guide, Notable Practitioner, 2017 - Present
  • The Best Lawyers in America, 2013 - Present
  • The Best Lawyers in America, 2016, 2019, 2021, Hartford Trusts & Estates Lawyer of the Year
  • Connecticut and New England Super Lawyers, 2014 - Present, Rising Star, 2008 - 2013

 

Civic and Philanthropic Activity

  • Trusts & Estates Magazine, Philanthropy Committee of the Editorial Advisory Board, Member
  • Hartford Foundation, Public Giving Professional Advisory Committee, Former Member

 

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

 

 

Contact info:

T 860.313.4933
hrhoades@cl-law.com

 

 

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Heather J. Rhoades - America's Top 50 Lawyer - Estates & Trusts - Connecticut