Cummings & Lockwood
Heather J. Rhoades

Heather J. Rhoades

Background

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.

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

  • Connecticut Bar Association, Estate and Probate Section, Executive Committee
  • American Bar Association
  • Estate and Business Planning Council of Hartford, Past President

Professional Recognition

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

  • “Charitable Gifts: Ethical Concerns For all Professions: Part 2; Know your stuff, keep up-to-date and do the right thing,” Trusts & Estates Magazine, August 2024 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Charitable Gifts: Ethical Concerns For all Professions; Avoiding sanctions, malpractice claims, IRS’ costly penalties, the slammer,” Trusts & Estates Magazine, May 2024 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Tax-Wise Charitable Remainder Trust Planning; Getting it right; fixing up the other guy’s mistakes,” Trusts & Estates Magazine, December 2023 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Issues Regarding Charitable Remainder Trusts; A deep dive into their complexities,” Trusts & Estates Magazine, November 2023 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “The Ugly Side of Charitable Remainder Trusts; IRS crackdown on abusive tax schemes,” Trusts & Estates Magazine, October 2023 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Crucial Timing of Charitable Contributions Avoiding the ‘anticipatory assignment-of-income’ trap”  Trusts & Estate Magazine, September 2022 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “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

Articles

Books & Guides

News & Press Releases

Videos

Heather J. Rhoades

Principal

Chairman of Private Clients Group

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

T 860.313.4933

F 860.313.4968

hrhoades@cl-law.com

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Background

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.

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
  • Connecticut Bar Association, Estate and Probate Section, Executive Committee
  • American Bar Association
  • Estate and Business Planning Council of Hartford, Past President
Professional Recognition
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
  • “Charitable Gifts: Ethical Concerns For all Professions: Part 2; Know your stuff, keep up-to-date and do the right thing,” Trusts & Estates Magazine, August 2024 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Charitable Gifts: Ethical Concerns For all Professions; Avoiding sanctions, malpractice claims, IRS’ costly penalties, the slammer,” Trusts & Estates Magazine, May 2024 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Tax-Wise Charitable Remainder Trust Planning; Getting it right; fixing up the other guy’s mistakes,” Trusts & Estates Magazine, December 2023 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Issues Regarding Charitable Remainder Trusts; A deep dive into their complexities,” Trusts & Estates Magazine, November 2023 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “The Ugly Side of Charitable Remainder Trusts; IRS crackdown on abusive tax schemes,” Trusts & Estates Magazine, October 2023 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “Crucial Timing of Charitable Contributions Avoiding the ‘anticipatory assignment-of-income’ trap”  Trusts & Estate Magazine, September 2022 Issue, co-author with Conrad Teitell and Heather J. Rhoades
  • “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
Articles
Books & Guides
News & Press Releases
Videos

 

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