Seminars & Engagements
Patti S. Spencer, Esq., is in frequent demand as a respected speaker on trust, estate and tax planning matters. She is available to address the following topics:
- Estate Planning for Estates Over $10 Million
- Estate Planning for $3 - $10 Million Estates
- Estate Planning for Estates Under $1 Million
- Estate Planning Ethics
- Estate Planning for Qualified Plan Benefits
- Generation Skipping Transfer Tax
- Estate Planning for Closely-Held Businesses
- What Every Accountant Should Know About Living Trusts
Ms. Spencer's near-term scheduled speaking engagements are:
- Tuesday, February 23, 2010, "The Great Federal Estte Tax Debacle of 2010: A guide for the Perplexed in a Time of Chaos." A webinar with Patti Spencer, Vince Lackner and Stephan Leimberg, 12:30 PM and 2:00 PM, click here to register.
- Tuesday, March 9, 2010, "Representing Fiduciaries without Risking Your License", Dauphin County Bar Association, 213 North Front Street, Harrisburg, PA, 12:00 to 1:00 PM Lunch 'N' Learn, call Bridgette L. Hilbish at (717) 232-7536, E-mail Bridgette@dcba-pa.org or visit www.dcba-pa.org.
- Tuesday, March 23, 2010, "Mediation in Estate Planning and Estate and Trust Administration", A webinar with Patti Spencer, 1:00 PM to 2:00 PM, click here to register.
- Monday, August 16. 2010, Estate Administration Procedures, Allentown, PA, 8:30 AM to 4:40 PM, www.nbi-sems.com.
- Wednesday, August 18, 2010, Estate Administration Procedures, Harrisburg, PA, 8:30 AM to 4:40 PM, www.nbi-sems.com.
- Friday, December 3, 2010, 2010 Carry-Over Basisi Rules and What they Mean for CPAs. PICPA SW Annual Tax Conference, Greensburg, PA www.picpa.org.
- Friday, December 3, 2010, Fiduciary Income Tax: When an Estate Becomes a Taxpayer. PICPA SW Annual Tax Conference, Greensburg, PA www.picpa.org.
- Wednesday, December 15, 2010, Trusts 101, Allentown, PA, 8:30 AM to 4:40 PM, www.nbi-sems.com.
- Wednesdday, January 12, 2011, Wills and Estate Planning, Necomers and Neighbors Club of Lancaster, www.lancasternewcomers.org.
- Wednesday, April 27, 2011, Ethics and the Trust and Estates Lawyer, Lehigh County Bar Association, 12:00 - 1:00 P.M., www.lehighbar.org.
Ms. Spencer's educational presentations are suitable for an audience of attorneys, accountants, business owners, or individuals interested in planning their estate. Past speaking engagements include presentations to the following professional organizations:
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- National Business Institute (NBI)
- Lancaster Bar Association
- Pennsylvania Bar Institute
- Pennsylvania CLE Foundation
- Penn State Annual Tax Conference
- Planning Councils in Lancaster, York, Harrisburg and Boston
As a former educator, Ms. Spencer is highly experienced in presenting complex material in an easy-to-understand format.
Media requests for commentary are welcome.
Contact trust and estates attorney Patti Spencer at 717.207.7935 to discuss your trust and estates planning needs.
