Lancaster, Pennsylvania, Estate Consulting for Attorneys
Spencer Law Firm LLC works collaboratively with attorneys in Pennsylvania and across the nation (for federal estate tax matters) when a specialized level of expertise in trusts and estates or federal estate and gift tax is necessary to meet clients' needs. When developing a sophisticated estate plan or advising executors or trustees of their fiduciary responsibilities when administering an estate, law firms and lawyers trust Patti Spencer to ensure that clients get the level of expertise they need.
Contact SLF today to discuss the possibility of this dynamic partnership.
Organizing and Automating Your Estate Law Practice
One marked difference from other trusts and estates practices that you will observe when you visit SLF is the fact that they use the most up-to-date technology and business practices in serving clients. SLF offers services to law firms to help implement technology and better organize their trust and estate administration practices for greater efficiency and profitability.
Providing a Higher Level of Expertise — In-House
No single attorney can have complete knowledge of all areas of law. SLF is happy to provide sophisticated estate and tax planning services to clients of other law firms. This can be accomplished in one of two ways: either by working directly with your clients or by working behind the scenes. By addressing matters in-house, the attorneys Patti Spencer works with are able to retain their own clients rather than making a referral to another practice and provide a higher standard of service. Some of the tax planning services the firm offers includes:
- Credit Shelter or By-pass Trusts
- Buy-sell agreements
- Closely held business ownership transfer
- Dynasty trusts
- Grantor retained annuity trusts (GRAT)
- Intentionally defective grantor trusts
- Private letter rulings
- Qualified personal residence trusts (QPRT)