Brittany A. Yodis focuses on estate and gift tax planning and compliance, as well as trust administration, for high-net-worth private clients. She assists individuals and families regarding intergenerational wealth transfers, closely held business succession planning, and charitable giving. Brittany’s practice includes international planning, and she has experience advising both domestic clients who have international connections, as well as international clients with investments or family members in the United States.
Professional Highlights
Judicial Clerkships
Hon. Sherry R. Fallon, Magistrate Judge, U.S. District Court for the District of Delaware, 2017-2018
Judicial Externships
Hon. Sue L. Robinson, District Judge, U.S. District Court for the District of Delaware
Professional Activities
Philadelphia Estate Planning Council
Philadelphia Bar Association
Delaware State Bar Association
The Florida Bar, Young Lawyers Section
Speaking Engagements
Speaker, "Estate Planning Alphabet Soup," Hispanic National Bar Association Annual Convention, September 9, 2022
Speaker, “IRA Distributions in Estate Planning: Trusts as Beneficiaries,” National Business Institute, January 13, 2022
Publications
Co-author, "Getting SECURE With Recent Changes in Retirement Planning," The Legal Intelligencer, September 7, 2022
Co-author, "Defying Gravity: Estate Planning in a High(er) Interest Rate Environment," The Legal Intelligencer, July 28, 2022
Co-author, “Introduction to International Estate & Tax Planning,” Philadelphia Bar Association Probate and Trust Law Section Newsletter, August 2021
Credentials
Education
Villanova University Charles Widger School of Law (J.D., LL.M. in Taxation, 2017)
University of Miami (B.A. 2014)
Admissions
Delaware
Florida
Pennsylvania
U.S. District Court, District of Delaware