Cozen O’Connor: Friedman, Robert I.

Robert I. Friedman

Co-Chair, Private Client Services

Philadelphia

(215) 665-4180

(215) 701-2194

Robert concentrates his practice in the areas of estate and trust planning and administration, including business succession planning and tax and charitable planning for high net worth individuals and families. 

Robert is a fellow of the American College of Trust and Estate Counsel, and he is a member of the Advisory Committee to the Pennsylvania Joint State Government Commission on Decedents’ Estates Laws.  He is a past chair of the Probate and Trust Law Section of the Philadelphia Bar Association, and has served as chair of several of its committees. He has also served as a member of the Executive Council of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association.

Robert received his undergraduate degree, magna cum laude, from Cornell University, after which he did graduate work at the University of Edinburgh. He earned his law degree, cum laude, from the University of Pennsylvania Law School, where he served as a teaching fellow.

News

126 Cozen O’Connor Attorneys Named to the Best Lawyers in America

August 22, 2018

One hundred twenty-six Cozen O’Connor lawyers from 20 of the firm’s national offices have been selected for inclusion in the 2018 edition of The Best Lawyers in America.

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.

100 Cozen O’Connor Lawyers Named to the Best Lawyers in America

August 23, 2017

Lawyers were selected for inclusion in the 2018 edition based on a rigorous peer-review that has been developed and defined for more than 30 years.

Five Cozen O’Connor Lawyers Named 2017 “Lawyers of the Year” by Best Lawyers in America®

August 16, 2016

Cozen O’Connor is proud to announce that five of the firm’s lawyers have been recognized as “Lawyers of the Year” in their respective practices by The Best Lawyers in America, one of the oldest and most highly regarded peer-review publications in the legal profession.

Sixty-Two Cozen O’Connor Lawyers Named to the Best Lawyers in America

August 15, 2016

Sixty-two Cozen O’Connor lawyers from 13 of the firm’s national offices have been selected for inclusion in the 2017 edition of The Best Lawyers in America.

Fifty-Two Cozen O’Connor Lawyers Named to the Best Lawyers in America

August 17, 2015

The current edition is based on more than five million detailed evaluations by the top lawyers of the country. This list will be included in dozens of city and regional publications in the United States including The Wall Street Journal, The New York Times, and The Washington Post.

46 Cozen O’Connor Lawyers Named to The Best Lawyers in America

August 28, 2013

Forty-six Cozen O’Connor lawyers from eight of the firm’s national offices have been selected for inclusion in The Best Lawyers in America. Attorneys were selected based on a rigorous peer-review of more than 4.3 million detailed evaluations. The list will be included in publications such as The Washington Post, Los Angeles Times, and New York magazine.

43 Cozen O’Connor Lawyers Named to The Best Lawyers in America

February 09, 2011

Forty-three Cozen O’Connor lawyers from six of the firm’s national offices have been selected for inclusion in the 2011 edition of The Best Lawyers in America. Lawyers were selected for inclusion in the 2011 edition based on a rigorous peer–review of more than 3.1 million detailed evaluations.

Forty-Two Cozen O’Connor Attorneys Honored as Best Lawyers in America

September 29, 2009

Forty-two Cozen O’Connor attorneys from seven of the firm’s national offices have been selected for inclusion in the 2010 edition of The Best Lawyers in America.

Cozen O’Connor Attorneys Named 2009 Pennsylvania Super Lawyers By Law & Politics

May 28, 2009

Cozen O’Connor is proud to announce that 52 attorneys from the firm’s Philadelphia and West Conshohocken offices have been named 2009 Pennsylvania Super Lawyers by Law & Politics, and will appear in the June 2009 issues of Philadelphia magazine and Pennsylvania Super Lawyers.

Publications

IRS Proposed Regulations Attack Valuation Discounts for Family Transfers [Private Client Services Alert]

August 05, 2016

The U.S. Department of the Treasury and the IRS have just issued anticipated proposed regulations that, if made final, would severely limit the ability of taxpayers to transfer interests in family limited partnerships and similar entities using valuation discounts.

Clock is Running on Gifting Opportunities [Private Client Services Alert]

May 01, 2012

Clock is Running on Gifting Opportunities - Private Client Services Alert - As you may know, the exemption for both gift tax and estate tax purposes for the balance of this calendar year is $5,120,000 per person.

End-of-Year Estate Planning [Private Client Services Alert!]

December 07, 2009

End-of-Year Estate Planning - Private Client Services Alert! - As we move quickly toward year end, consider the following for this year and for 2010"End-of-Year Estate Planning".

Education

  • University of Pennsylvania Law School, J.D., cum laude, 1979
  • Cornell University, B.A., magna cum laude, 1975

Awards & Honors

2017 Trusts and Estates Lawyer of the Year in Philadelphia by Best Lawyers in America

Best Lawyers in America 2009-2019

Super Lawyers 2004 - 2018

America's Leading Lawyers in Private Wealth Law in Pennsylvania by Chambers and Partners - High Net Worth Guide 2018 

  • Florida
  • Pennsylvania
  • American Bar Association
  • Florida Bar Association
  • Pennsylvania Bar Association
  • Philadelphia Bar Association
  • Philadelphia Estate Planning Council