Heather J. Rhoades is a Principal in Cummings & Lockwood's Private Clients Group and is Partner In Charge of the West Hartford office. 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.
Professional Recognition
•The American College of Trusts & Estates Counsel ( ACTEC ), fellow
•Chambers and Partners, High Net Worth Guide, 2017 - Present
•The Best Lawyers in America, 2019, Hartford Trusts & Estates Lawyer of the Year
•The Best Lawyers in America, 2016, Hartford Trusts & Estates Lawyer of the Year
•Connecticut and New England Super Lawyers, 2014 - Present, Rising Star, 2008 - 2013
•The Best Lawyers in America, 2013 - Present
Civic and Philanthropic Activity
•University of Connecticut Foundation, Planned Giving Professional Advisory Council, Member
•Trusts & Estates Magazine, Philanthropy Committee of the Editorial Advisory Board, Member
•Hartford Foundation, Public Giving Professional Advisory Committee, Former Member
•The Mark Twain House & Museum, Ambassador
Articles/Publications
• 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
Articles
•No Thank You: Tax, Legal and Practical Consequences of Charitable Gifts Returned to Donors
•Cryptocurrency - Estate and Charitable Planning and Compliance
• Substantiating Charitable Deductions at the IRS
• Gene Wilders Real-Life Golden Ticket
• Charitable Remainder Trust Pitfalls
• Termination of Charitable Remainder Trusts
Books & Guides
• Power of Attorney in Connecticut
• Estate Tax in Connecticut
• Ancillary Estate Proceedings in Connecticut
News & Press Releases
• Heather J. Rhoades and Kelley Galica Peck Selected as 2019 “Lawyer of the Year” Honorees by Best Lawyers
• Heather J. Rhoades Named Principal-in-Charge of Cummings & Lockwoods West Hartford, Connecticut Office
• Heather J. Rhoades Named 2016 Hartford Trusts & Estates Attorney of the Year
Videos
•Charitable Planning
