Atty. Heather J. Rhoades
Heather J. Rhoades is a Principal in 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.
Profile Summary
About Heather J. Rhoades at a glance
Heather J. Rhoades is a Principal based in West Hartford, Connecticut, practicing at Cummings & Lockwood LLC. They have 27+ years of legal experience, licensed to practice since 1999. Their practice focuses on irs, trusts, probate, estate planning, and business. Admitted to practice in Connecticut (1999). Educated at University of Connecticut School of Law (J.D., 1999) and University of Connecticut B.A. summa cum laude University of Connecticut B.A. 1996 Phi Beta Kappa (—). Recognitions include Peer Reviewed. Serands clients in West Hartford, CT and the surrounding metropolitan area.
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About
- Heather J. Rhoades is a Principal in 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
- Professional Recognition •The American College of Trusts & Estates Counsel ( ACTEC ), fellow •Chambers and Partners, High Net Worth Guide, Notable Practitioner, 2017 - Present •The Best Lawyers in America, 2013 - Present •The Best Lawyers in America, 2016, 2019, 2021, Hartford Trusts & Estates Lawyer of the Year •Connecticut and New England Super Lawyers, 2014 - Present, Rising Star, 2008 - 2013 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 •Donors’ Charitable Pledges • Contracts to Make a Will • 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 •Estate Tax in Connecticut • Power of Attorney in Connecticut • Ancillary Estate Proceedings in Connecticut News & Press Releases • 29 Cummings & Lockwood Attorneys Named Best Lawyers in Connecticut for 2023 • West Hartford Office - 2023 Best Lawyers in America and Ones to Watch • Cummings & Lockwood Garners the Top Spot in Private Wealth Law and Private Wealth Disputes in Connecticut in the Chambers 2021 High Net Worth Guide • 35 Cummings & Lockwood Attorneys in Connecticut and Florida Have Been Named Among The Best Lawyers in America for 2021, 2 Attorneys Received Lawyer of the Year Awards and 8 Attorneys Have Been Identified as the Ones to Watch • Cummings & Lockwood Garners the Top Spot in Private Wealth Law in Connecticut in the 2020 High Net Worth Guide • 24 Cummings & Lockwood Attorneys Named in the 2020 Edition of Connecticut’s Best Lawyers • 34 Cummings & Lockwood Attorneys in Connecticut and Florida Named Among The Best Lawyers in America for 2020 • Cummings & Lockwood Garners the Top Spot in Private Wealth Law in the 2019 Chambers High Net Worth Guide • Heather J. Rhoades and Kelley Galica Peck Selected as 2019 “Lawyer of the Year” Honorees by Best Lawyers • Cummings & Lockwood Attorneys in Connecticut and Florida Named 2019 Best Lawyers in America • 17 Cummings & Lockwood Attorneys Have Been Named 2018 New England Super Lawyers and Rising Stars • Cummings & Lockwood Recognized As One of the Leading Trusts and Estates Practices in Connecticut by Chambers & Partners • 32 Cummings & Lockwood LLC Attorneys Named to 2018 Best Lawyers List • 17 Cummings & Lockwood Attorneys Have Been Named 2017 Connecticut Super Lawyers and 2017 Rising Stars • 16 Cummings & Lockwood Attorneys Have Been Named 2016 Connecticut Super Lawyers and Rising Stars • 21 Cummings & Lockwood Attorneys in Connecticut and Florida Named 2017 Best Lawyers in America • 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 • Cummings & Lockwood Attorneys in Connecticut and Florida Named The Best Lawyers in America for 2016 • Cummings & Lockwood Attorneys in Connecticut and Florida Named The Best Lawyers in America for 2015 Videos • An Introduction to Cummings & Lockwood's Private Clients Group • Charitable Planning
Practice Areas Explained
Heather J. Rhoades's Areas of Practice
Each practice area below reflects the types of cases Heather J. Rhoades handles, with a brief overview of what that area of law covers.
Heather J. Rhoades is one of 2,917 irs attorneys indexed nationally. Browse irs attorneys in Connecticut →
Heather J. Rhoades is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in Connecticut →
Heather J. Rhoades is one of 128,014 probate attorneys indexed nationally. Browse probate attorneys in Connecticut →
An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.
Heather J. Rhoades is one of 226,536 estate planning attorneys indexed nationally. Browse estate planning attorneys in Connecticut →
Business attorneys advise founders and growing companies on entity formation, contracts, financing, M&A, and dispute resolution.
Heather J. Rhoades is one of 501,317 business attorneys indexed nationally. Browse business attorneys in Connecticut →
Jurisdictional Context
Why local counsel matters in Connecticut
Practicing law in Connecticut. Legal matters in Connecticut are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in West Hartford are typically filed in the local municipal court or the appropriate Connecticut state district court, depending on subject matter and amount in controversy. An attorney licensed in Connecticut brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Connecticut courts without local counsel or pro hac vice admission.
Looking for additional Connecticut attorneys? Browse all attorneys in West Hartford or all attorneys in Connecticut.
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