Heather J. Rhoades

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 [email protected] Click here to visit website