Nicole L. Phatak

Senior Counsel
Bar/Court Admissions
  • Pennsylvania
  • U.S. District Court for the Western District of Pennsylvania
Education
  • J.D., cum laude, University of Pittsburgh School of Law, 2006
  • B.A., summa cum laude and with Honors, Political Science/International Studies, Pennsylvania State University, Behrend College, 2003

Nicole focuses her practice in estate planning, estate administration and gift and individual taxation. Nicole provides clients with legal advice, ranging from basic wills and powers of attorney, to sophisticated trusts and asset preservation. She brings a comprehensive approach to client’s preparation of passing wealth to the next generation. A significant part of her practice includes advice regarding and preparation of individual federal and state income tax, gift tax and fiduciary income tax returns.

Nicole is a member of the Allegheny County Bar Association, the Estate Planning Council of Pittsburgh, and the Pennsylvania Bar Association. She previously served as a member of Cohen & Grigsby’s Recruiting and Associates Committees, and has also served as a mentor for the Summer Associate Program.

  • Treasurer, Family Life Fund
  • Women’s Leadership Council, United Way of Southwestern Pennsylvania
  • Executive Circle, Children’s Hospital of Pittsburgh – Children’s Trust
  • Chair’s Ambassador Council and Past Board Member, Animal Friends
  • Young Professional Advisors Committee, The Pittsburgh Foundation
  • Girl Scout Leader (Brownies)
  • Presenter, “5 Reasons Estate Planning for Women is Essential,” Next Act Fund LLC Educational Session and Member Meeting, July 2019
  • Co-Presenter, “Tax-Reform and the Impact on Charitable Giving and Non-Profit Organizations,” Allegheny County Bar Association Committee on Exempt Organizations, November 2018 (co-presented with Christie Tillapaugh of Cohen & Grigsby, P.C.)
  • Panelist, “Administering an Estate in PA,” Pennsylvania Bar Institute, September 2017
  • Panelist, “2013 Tax Update,” Animal Friends, 2013
  • Panelist, “Using Trusts as Building Blocks for Your Client’s Estate Plan: Common Techniques for the Foundation of an Estate Plan,” Pennsylvania Bar Institute Seminar, 2011
  • Panelist, “Insolvent Estates: A Practical Primer,” Pennsylvania Bar Institute Seminar, 2010
  • Co-Author, “Preparer Penalties under the New Tax Preparer Regulations,” Pennsylvania Bar Institute’s 3rd Annual Estate Law Update, May 13, 2009
  • Author, “The Uniform Trust Act: 10 Months Later,” presented at a Joint Conference of Professional Trustees and Trust Attorneys sponsored by the Pennsylvania Bar Institute, 2007
  • Co-Author, “Mass Media & International Law,” Florida Journal of International Law, 2006