Patti S. Spencer Esq.Lancaster, Pennsylvania
| Concentrating in Trusts and Estates | |
| phone | (717) 207-7935 (866) 639-5451 (Toll Free) |
| fax | (717) 509-2018 |
| Email Me | |
Patti S. Spencer, Attorney-at-Law, graduated Summa Cum Laude from Dickinson College and received her J.D. and LL.M. in Taxation from Boston University School of Law. She is a member of both the Pennsylvania and Massachusetts bars.
Ms. Spencer taught Estate and Gift Taxation, Trusts and Estates, and Estate Planning at Boston University School of Law for eight years. She recently taught Federal Income Taxation at Franklin and Marshall College. She is the author of numerous articles on estate planning topics and is a frequent lecturer at continuing education programs for CPAs and lawyers.
In her practice of law for 20 years she has been assisting clients and other professionals with estate planning, probate, taxation, and closely-held business issues. Ms. Spencer will serve as an executor or trustee when requested to do so by clients. She often works as a consultant to other attorneys and financial professionals, bringing them extensive expertise and experience in estate planning and taxation matters.
- Areas of Practice:
- Expert Witness
- Estate Planning
- Estate Administration and Probate
- Trust Administration
- Federal Estate and Gift Taxation
- Fiduciary Income Tax
- Education:
- Boston University School of Law, Boston, Massachusetts,
1983
LL.M.
Major: Taxation - Boston University School of Law, Boston, Massachusetts,
1978
J.D. - Dickinson College, Carlisle, Pennsylvania,
1975
B.A.
Honors: Summa Cum Laude
Honors: Phi Beta Kappa
- Published Works:
- Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, 2007
- Your Estate Matters, AuthorHouse, 2005
- Taxing Matters, Lancaster Intelligencer Journal
- Mediation for Trusts and Estates, Philadelphia Estate Planning Council, 2005
- Tax Us, Please, Trusts & Estates, 2003
- Must Private Property be Inheritable?, Boston University Probate Law Journal, Vol. 10, No. 2, 1990
- The Plight of the Personal Representative after Tulsa, Boston University Probate Law Journal, Vol. 10, No. 1, 1990
- Advantages Remain to Making Gifts in Trust to Minors that Qualify for Annual Exclusion, Estate Planning, Volume 14, No. 5, 1987
- Filing Gift Tax Returns Need Not be Difficult or Time Consuming, Estate Planning, Vol. 11, No. 5, 1984
- Classes/Seminars Taught:
- Federal Income Taxation, Franklin and Marshall College, 1998
- Estate and Gift Tax, Boston University School of Law Graduate Tax Program, 1985 - 1991
- Trusts & Estates; Estate Planning, Boston University School of Law, J.D. Program, 1988 - 1991
- Professional Associations and Memberships:
- American College of Trust and Estate Counsel (ACTEC), 2003 - Present
- Fellow
- Philadelphia Estate Planning Council, 2000 - Present
- Member
- Harrisburg Estate Planning Council, 1997 - Present
- Member
- Lancaster Bar Association, 1991 - Present
- Member
- Lancaster Estate Planning Council, 1991 - Present
- Member
- Pennsylvania Bar Association, 1991 - Present
- Member
- Boston Bar Association, 1990 - 1991
- Member of Education Committee
- Boston Bar Association, 1987 - 1989
- Co-Chair of Estate Planning Committee
- Boston Bar Association, 1987 - 1989
- Member of Taxation Steering Committee
- Massachusetts Bar Association, 1988 - 1989
- Co-Chair of Probate Section Education Committee
- Massachusetts Bar Association, 1988 - 1991
- Member of Probate Section Council
- American Bar Association, 1987 - 1988
- Member of Generation Skipping Transfer Tax Legislation Committee
