Amy S. Ufberg


Amy S. Ufberg


Philadelphia | Cira Centre, 2929 Arch Street, Philadelphia, PA, United States of America 19104-2808
+1 215 994 2655 | +1 215 994 2222

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Amy S. Ufberg, chair of the private client group, focuses her practice on estate planning, charitable planning, and estate and trust administration. She has particular experience with succession planning for individuals with interests in closely held businesses.

Ms. Ufberg has crafted and implemented many sophisticated wealth transfer plans for individuals and large family groups and handles the administration of large, complex estates and trusts in multiple jurisdictions. She also represents several large charitable foundations.

Ms. Ufberg was recently ranked by Chambers USA as an “Up and Coming” lawyer for Private Wealth Law in Pennsylvania, where one interviewee noted that "she is a well-respected, very smart and very capable technical lawyer" and another described her by saying "Amy is the tops. She is really great. She is so organized and on top of things - she is always prepared." Ms. Ufberg has also been recognized by The Best Lawyers in America and was named “Trusts and Estates Lawyer of the Year” in Philadelphia in its 2018 edition.

  • University of Pennsylvania, B.A., 1996
  • Temple University Beasley School of Law, J.D., 1999, cum laude, member of the Temple Law Review
  • Pennsylvania
  • New Jersey
Speaking Engagements
  • Planning for the Great Transition — CFA Society Philadelphia's High Net Worth and Family Wealth Conference, Philadelphia, PA (December 3, 2015)
  • Mid-Atlantic Family Business Forum — PwC, Philadelphia, PA (October 28, 2015)