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Heather J. Rhoades

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BACKGROUND

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

PRACTICE AREAS

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

  • The American College of Trust and Estate Counsel (ACTEC), Fellow
  • Connecticut Bar Association, Estate and Probate Section, Executive Committee
  • American Bar Association
  • Estate and Business Planning Council of Hartford, President

PROFESSIONAL RECOGNITION

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

  • "Charitable Gifts with Use Strings Attached", Trusts & Estates Magazine, October 2010
  • "Gifting a Personal Residence or Farm", Trusts & Estates Magazine, July 2011, co-author with Conrad Teitell
  • "Termination of Charitable Remainder Trusts, Trusts & Estates Magazine, October 2014, co-author with Conrad Teitell
Heather J. Rhoades

Principal

West Hartford

T 860.313.4933

F 860.313.4968

hrhoades@cl-law.com

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BACKGROUND

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

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
  • The American College of Trust and Estate Counsel (ACTEC), Fellow
  • Connecticut Bar Association, Estate and Probate Section, Executive Committee
  • American Bar Association
  • Estate and Business Planning Council of Hartford, President
Professional Recognition
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
  • "Charitable Gifts with Use Strings Attached", Trusts & Estates Magazine, October 2010
  • "Gifting a Personal Residence or Farm", Trusts & Estates Magazine, July 2011, co-author with Conrad Teitell
  • "Termination of Charitable Remainder Trusts, Trusts & Estates Magazine, October 2014, co-author with Conrad Teitell