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

Location

  • Blue Back Square, Suite 400
    75 Isham Road
    West Hartford, CT 06107

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

Lawyer of the Year Badge - 2021 - Trusts and Estates Lawyer of the Year Badge - 2019 - Trusts and Estates Lawyer of the Year Badge - 2016 - Trusts and Estates

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® 2023 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

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

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

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