Ms. O’Donnell’s practice focuses primarily on estate and tax planning, estate and trust administration, and complex trust and tax issues, including the implementation of sophisticated estate plans involving Wills, trusts, marital property agreements, and buy-sell agreements. She has also prepared numerous gift, federal estate, charitable and income tax returns. Her considerable legal experience in private practice, as well as with several corporate trustees, gives her a unique perspective on planning for wealthy business owners and on addressing issues in complicated trust administration and fiduciary matters.
Ms. O’Donnell graduated cum laude from Duke University with a B.A. Before obtaining her law degree, she worked as an estates and trusts paralegal for several large Philadelphia law firms. She earned her J.D. from Widener University School of Law and later received her LL.M. in Taxation from Villanova University Charles Widger School of Law. Ms. O’Donnell has practiced law for over thirty years, including time as a Senior Wealth Adviser at a Delaware trust company, as well as with a trust company in Pennsylvania.
Ms. O’Donnell has published several articles on estate planning in JD Supra. She is a member of the Philadelphia Bar Association, the Philadelphia Estate Planning Council, and the Delaware County Attorney/CPA Forum. Ms. O’Donnell is admitted to practice in Pennsylvania.