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Lancaster-based Expert Witness, Trust, Estate & Tax Lawyers

Offering Legal Counsel, Expert Testimony And Consulting Services

Based in Lancaster, Pennsylvania, Spencer Law Firm LLC provides legal proficiency in expert witness services and professional consulting to individuals, families, businesses, attorneys and accountants throughout the region. Practicing solely in the fields of trust, estate and tax law, we rely on our comprehensive legal knowledge, practical experience and state-of-the-art technology to meet our clients' needs. Our services fall into the following basic categories:

  • Expert witness and consulting services : Attorney Patti Spencer draws on more than 30 years of experience as a trust and estate lawyer in Pennsylvania and Massachusetts to provide expert testimony in fiduciary surcharge cases, attorney malpractice cases and related matters. Ms. Spencer also serves as a consultant to other lawyers and accountants in circumstances requiring her substantial subject matter knowledge and experience.
  • Trusts and estates : Our attorneys provide sophisticated estate planning and estate administration services to families and individuals, with a particular focus on minimizing federal estate, gift and generation-skipping transfer tax; Pennsylvania inheritance tax; and federal and state fiduciary income tax. We are committed to protecting the assets our clients have worked hard to accumulate and ensuring that their wishes are honored.
  • Tax controversies : Our firm represents individuals, businesses and professionals in federal tax disputes. Services we provide include responding to tax inquiries and audits, contesting tax liabilities, exploring tax collection alternatives, and pursuing innocent spouse relief. In addition, we advise nonprofit organizations on tax compliance.

To learn more about our services or to schedule a meeting with one of our experienced Lancaster trust and estate attorneys, please contact us at 717.207.7935 or by email.

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Speaking Engagements

9-10-15 : PBI "How to Prepare Fiduciary Accounts", Pittsburgh

9-24-15 : PBI "How to Prepare Fiduciary Accounts", Mechanicsburg

9-30-15 : PBI "How to Prepare Fiduciary Accounts", Philadelphia

10-13-15 : Rules of Trust Administration in Pennsylvania

See More