Heather Rhoades

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

• Estate Planning for Corporate Executives

• Tax Controversy and Litigation

Professional Memberships

• Connecticut Bar Association, Estate and Probate Section, Executive Committee

• American Bar Association

• Estate and Business Planning Council of Hartford, Past President

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

Experience

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.

Education

Expert in these Jurisdictions

• Connecticut, 1999