Cummings & Lockwood

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 (B.A., summa cum laude, Phi Beta Kappa, 1996)
  • University of Connecticut School of Law (J.D., summa cum laude, 1999)

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, current President-Elect

PROFESSIONAL RECOGNITION

CIVIC AND PHILANTHROPIC ACTIVITY

  • UCONN Foundation Planning Giving Professional Advisory Council
  • Trusts & Estates Magazine, Philanthropy Committee of the Editorial Advisory Board, Member
  • Hartford Foundation, Public Giving Professional Advisory Committee, Former Member

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

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 (B.A., summa cum laude, Phi Beta Kappa, 1996)
  • University of Connecticut School of Law (J.D., summa cum laude, 1999)
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, current President-Elect
Professional Recognition
Civic and Philanthropic Activity
  • UCONN Foundation Planning Giving Professional Advisory Council
  • Trusts & Estates Magazine, Philanthropy Committee of the Editorial Advisory Board, Member
  • Hartford Foundation, Public Giving Professional Advisory Committee, Former Member
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