Jodi Friend concentrates her practices in all aspects of trust and estate matters, including estate planning, estate and trust administration, and trust and estate litigation. She has experience counseling corporate fiduciaries, individuals and families.
Jodi’s estate planning experience includes drafting complex Wills, Trusts and other legal documents to effectuate the transfer of assets in a tax efficient manner. She has been involved in a variety of trust and estate litigation matters, including formal and informal accountings and proceedings against trustees.
Jodi brings a unique perspective to both planning and administration as a result of the 10 years she spent as in-house fiduciary counsel for a large bank. Prior to working as in-house counsel, Jodi spent 19 years in private practice, assisting clients with their estate planning, estate and trust administration and fiduciary litigation needs.
- New York University School of Law, LL.M., Taxation, 1999
- Seton Hall University School of Law, J.D., cum laude, 1993
- University of Michigan, BGS, 1990
- New York, 1999
- New Jersey, 1993
- Pennsylvania, 1993
September 14, 2023 | Client Alerts
IRS Notice 2023-54 Provides Relief for 2023 RMDs and Rollovers