Cozen O’Connor: DiChello, Amanda

Amanda DiChello

Member

Philadelphia

(215) 665-4664

(215) 665-2013

Amanda helps her clients navigate the legal and emotional intricacies that impact the preservation of family and personal wealth through multiple generations. Amanda also advises her clients on legal strategies to address family and monetary problems with an aim towards protecting her clients' assets and minimizing both their legal risks and their tax and other financial liabilities. If family discord leads to litigation, however, Amanda is an experienced and savvy advocate for her clients in matters associated with estate, trust, and fiduciary litigation. Her clients include high net worth individuals, beneficiaries, and families; private and charitable foundations; family offices; and individual and corporate fiduciaries. A substantial number of Amanda's clients are high net worth women who have either inherited significant wealth or who have independently built and grown significant wealth. Amanda understands the delicate interplay between the transition of wealth and the preservation of the family unit, through her work as an attorney advising high net worth individuals and families on estate, tax, and wealth planning and business succession planning matters.

Amanda's knowledge of the law is recognized by her peers and various state legal organizations and associations which regularly invite Amanda to speak, publish, and instruct other attorneys on topics including estate, wealth, and tax planning, will and trust disputes, fiduciary litigation, trust and estate litigation, and charitable trust and nonprofit issues. Recognized as a legal influencer by Lexology, Amanda recently received the Content Marketing Award in Q4 of 2018 for her work on the firm’s trusts and estates litigation blog, At Your Bequest. She has served as an expert witness in Pennsylvania courts in areas associated with estate and trust litigation, including fiduciary surcharge disputes. Amanda is currently serving a three-year term as a member of the Council for the Real Property, Probate, and Trust Law Section of the Pennsylvania Bar Association, which provides advice and comment to the Pennsylvania legislature on proposed changes to Pennsylvania law associated with real property, probate, and trust-related laws. She serves as a legal adviser to Chestnut Hill Conservancy and Historical Society and also as an adjunct professor of law at Villanova University School of Law, where she instructs on the subject of wealth and transfer of taxation. 

Amanda is one of only nine other lawyers in Pennsylvania who is recognized for excellence in and as a leading practitioner in the area of private wealth law by Chambers and Partners within its 2017 and 2018 High Net Worth Guide. Her understanding of complicated tax issues stems not only from her practical legal experience but also from her dual advanced legal credentials. Amanda earned her undergraduate degree from The Pennsylvania State University and her law degree from the Roger Williams School of Law in Rhode Island, where she graduated with honors. Amanda also holds an LL.M. in tax from the Villanova University School of Law Graduate Tax Program, as well as an LL.M. in trial advocacy from Temple University Beasley School of Law, where she graduated with high honors and was the sole recipient of the faculty award for outstanding achievement in courtroom presentation and performance.

Experience

News

Tom Petty's Estate Is In Chaos—And That's With A Will

June 05, 2019

Amanda DiChello discusses ongoing disputes with rock star Tom Petty’s estate in an article in Financial Advisor.

64 Cozen O'Connor Attorneys Named Pennsylvania Super Lawyers and Rising Stars

May 21, 2019

Super Lawyers has selected 64 Cozen O'Connor attorneys to the 2019 Pennsylvania Super Lawyers and Rising Stars lists.

Most People Keep Important Data Online. Pa. Doesn't Have a Law Yet on How to Handle Those Accounts When Someone Dies

May 21, 2019

Amanda DiChello explains the challenges of dealing with digital assets of the deceased in the Pittsburgh Post-Gazette.

When Private Fights Over Millions Become Public (Things Get Ugly)

February 08, 2019

Amanda DiChello explains why an increasing number of estate disputes among family members are leading to legal action in The New York Times.

Family Discord May Break Up a Valuable Art Collection

February 05, 2019

Amanda DiChello discusses a series of lawsuits involving art heiress Belinda Neumann-Donnelly and her family in an article on WealthManagement.com.

3 Tax Breaks That May Be Better in the Long Run

August 10, 2018

Amanda DiChello, a member of the firm’s Private Client Services Practice, discusses the advantages and disadvantages of the new estate and gift tax exemption in The New York Times.

IRS mulls rules for estates and trusts after tax law

July 26, 2018

Amanda DiChello, a member of Cozen O’Connor’s Private Client Services Practice, discusses the IRS and the Treasury’s plan to issue regulations around estates and non-grantor trusts under the new tax code in Accounting Today.

Trustees Grapple with Balancing ESG Investing and Fiduciary Duties

June 29, 2018

Amanda DiChello, a member of Cozen O'Connor’s Private Client Services Practice, discusses trustees’ growing interest in sustainable investing in Private Wealth.

What Can Advisors Learn from the Stan Lee Elder Abuse Allegations?

June 21, 2018

Amanda DiChello, a member in the firm’s Private Client Services Practice, is quoted in a wealthmanagement.com article discussing financial elder abuse and ways in which advisors can help prevent it.

Amanda K. DiChello Elected as Secretary of the Pennsylvania Bar Association Real Property, Probate, and Trust Law Section

June 12, 2018

Amanda K. DiChello, a member of Cozen O'Connor's Private Client Services Practice Group, has been elected to serve a one-year term as the Secretary of the Real Property, Probate, and Trust Law Section of the Pennsylvania Bar Association.

Fifty-four Cozen O’Connor Attorneys Named 2018 Pennsylvania Super Lawyers and Rising Stars

June 12, 2018

Super Lawyers has named 54 Cozen O'Connor attorneys to its 2018 Pennsylvania Super Lawyers and Rising Stars lists.

Roger Corman’s Sons Sue to Block Sale of Film Library

April 10, 2018

Amanda DiChello, a member of Cozen O'Connor's Private Client Services Practice Group, discussed in Wealth Management the recent lawsuit involving Roger and Brian Corman.

Attorney Amanda K. DiChello Joins Cozen O’Connor’s Private Client Services Practice Group

January 02, 2018

Amanda DiChello will join the firm’s Philadelphia office as a member and will counsel high and ultra-high net-worth individuals and families on estate and trust administration and planning, as well as estate, trust, and fiduciary-related litigation.

Publications

Were the “I Dos” Properly Done? [At Your Bequest - The Trusts & Estates Litigator Blog]

June 14, 2018

In order to be a surviving spouse to inherit under the intestate laws (the statutory laws that apply when one dies without a will), a person needs to have been married to the decedent first. You might think this is pretty obvious, but a recent Orphans’ Court case dealt with the issue of what it...

A Star with Strings Attached: The Story of Mickey Rooney and Identifying Elder & Power of Attorney Abuse [At Your Bequest - The Trusts & Estates Litigator Blog]

June 08, 2018

Mickey Rooney, the Hollywood child star who became an industry legend, appearing in more than 300 films during a career that spanned over 90 years, died allegedly a victim of elder and power of attorney abuse and financial exploitation – his estate having been allegedly wrenched from him by a family...

Ripe for Contest: Lessons from the Huguette Clark Estate [At Your Bequest - The Trusts & Estates Litigator Blog]

May 17, 2018

Huguette Clark, the youngest daughter of U.S. Sen. William Andrews Clark (1839-1925), a copper magnate, railroad builder, and one of the founders of Las Vegas, inherited one of the greatest fortunes amassed in the Gilded Age. When she died in 2011, at age 104, the reclusive heiress left behind more...

It’s No Surprise that the Administrator for the Estate of Whitney Houston’s Daughter Quit [At Your Bequest - The Trusts & Estates Litigator Blog]

May 10, 2018

When pop superstar Whitney Houston died in 2012 at the age of 48, she left her entire estate to her only child, Bobbi Kristina Brown – who was just 19 years old, leading many to worry that someone so young would not be able to handle the money or the people who would inevitably prey on her for...

James Brown’s Family Still Fighting Over His Estate 11 Years After His Death [At Your Bequest - The Trusts & Estates Litigator Blog]

May 01, 2018

The “Hardest Working Man in Show Business” probably would have been exhausted just hearing about all of the infighting over his will. Eleven years after James Brown’s death, his estate is still a battleground for his heirs and would-be heirs. The infighting over Brown’s fortune may be a study in...

When a Celebrity Dies, Their Image Still Needs Protection [At Your Bequest - The Trusts & Estates Litigator Blog]

April 19, 2018

The 2018 Super Bowl marked a monumental occasion for those of us residing in the great City of Brotherly Love-Philadelphia.  As my eyes remained nervously affixed to the television for what seemed like an eternity, the estate and trust attorney in me could not help but notice two interesting...

Banks Can be a Logical Choice to Manage Complex Estates, But Disputes Can Still Land in Court [At Your Bequest - The Trusts & Estates Litigator Blog]

March 29, 2018

Appointing a corporate trustee to administer an estate can be a wise move in situations that call for an experienced, impartial referee, particularly when the estate involves millions of dollars, a large portfolio of assets, and a generous helping of family drama. Picking a financial institution as...

Court: Executor Can Enter Prenup Battle with Billionaire Developer’s Widow [At Your Bequest - The Trusts & Estates Litigator Blog]

March 27, 2018

Litigation over the late Kirk Kerkorian’s $2 billion estate proves that when a lot of money is at stake, the provisions of a will and prenuptial agreement may be viewed as less than binding. Although this is a California case, it illustrates how the details involved in the execution of a prenuptial...

Five Estate Planning Tips of Which Benjamin Franklin Would Approve [New Jersey Business Magazine]

October 02, 2017

Amanda DiChello, a member of Cozen O'Connor's Private Client Services Practice Group, discusses five estate planning tips that can minimize the legal and logistical upheaval that death may cause a family in New Jersey Business Magazine.

Trump's Tax Reform Proposal Answers Questions but Raises Many More [The Legal Intelligencer]

May 11, 2017

Amanda DiChello, a member of Cozen O'Connor's Private Client Services Practice Group, discusses President Trump's tax reform proposal in The Legal Intelligencer.

Repeal of Estate Tax: Practical Questions in Uncertain Times [The Legal Intelligencer]

February 14, 2017

Amanda DiChello, a member of Cozen O'Connor's Private Client Services Practice Group, discusses the potential repeal of estate tax in The Legal Intelligencer.

Events & Seminars

Past Events

2018 Family Business Conference

October 04, 2018 - Philadelphia, PA

Total Impact Conference 2018

April 27, 2018 - Philadelphia, PA

The Power of Creative Planned Giving

February 15, 2018 - Media, PA

Education

  • Roger Williams University, Ralph R. Papitto School of Law, J.D., 2005
  • Temple University—James E. Beasley School of Law, LL.M., 2011
  • Villanova University School of Law, LL.M., 2006
  • Pennsylvania State University, B.A., 2002

Awards & Honors

America's Leading Lawyers in Private Wealth Law in Pennsylvania by Chambers and Partners - High Net Worth Guide 2017-2019 

The Legal Intelligencer's Lawyers on the Fast Track, 2017

Pennsylvania Super Lawyers Rising Stars List for Estate & Trust Litigation, 2010 - Present

Sole recipient of Faculty Award for outstanding achievement in courtroom presentation and performance, Temple University Beasley School of Law, LL.M. in Trial Advocacy 

  • New Jersey
  • Pennsylvania
  • U.S. Tax Court

Council Member, Pennsylvania Bar Association, Real Property, Probate, and Trust Law Section

Legal Counsel, Chestnut Hill Historical Society

Philadelphia Bar Association Probate and Trust Section, Orphans' Court Litigation Committee

Philadelphia Estate Planning Council

Adjunct Professor Law, Graduate Tax Program, Villanova University School of Law

Barrister Member, Villanova Law J. Willard O'Brien American Inn of Court

Acorn Club of Philadelphia

Comfort Caring Canines, Therapy Dogs, Inc., Volunteer, Member, Certified Dog Handler