Patti S. Spencer, Esq., is a nationally recognized Trust & Estates attorney and author. Her areas of concentration include trusts; estate administration, settlement, and planning; inheritance tax; fiduciary liability;and tax planning. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Ms. Spencer is a prolific author, including the books and articles listed below.
Books
"Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual," 2-volume set published by Data Trace, 2007. Topics covered include estate planning, simple wills, generation-skipping transfer tax, revocable living trusts, credit shelter/bypass trusts, irrevocable trusts, and charitable gift planning.
"Your Estate Matters," AuthorHouse, 2005, 476 pages. This book serves as an authoritative guide to estate planning, tax matters and financial strategies for long-term management of personal, family and closely-held business assets.
Articles
"Taxing Matters," a weekly column on tax and estate planning issues published in the Lancaster Intelligencer Journal, October 1999 to present. Click to read some of Ms. Spencer's columns.
"Cochran v. KeyBank - TOLE Case Law Guidance (Part 2 of 2)," Barry D. Flagg and Patti S. Spencer , in Steve Leimberg's LISI Estate Planning Newsletter #1486. Click here to read the article.
"Mediation for Trusts and Estates," Philadelphia Estate Planning Council, Spring 2005.
"Tax Us, Please," Trusts & Estates, March 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, September, 1987.
"Filing Gift Tax Returns Need Not be Difficult or Time Consuming," Estate Planning, Vol. 11, No. 5, September 1984.
Contact trust and estates attorney Patti Spencer at 717.207.7935 to discuss your trust and estates planning needs.
"Taxing Matters" Columns
Recent Columns
February 8, 2010 - Get the tax credit you deserve
February 1, 2010 - Surviving a pernicious and pervasive culture of corruption
January 25, 2010 - Interest rates and other rules on loans to relatives
January 18, 2010 - Your estate plan might need an immediate fix for 2010
January 11, 2010 - The goose that lays the golden egg may just fly away
January 4, 2010 - Tax changes of new year include IRA conversions
Basic Estate Planning
Divison of the Estate among Children
Pennsylvania Inheritance Tax
