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