Speaking Engagements

Federal Fiduciary Income Tax Workshop

Half Moon
Friday, December 1, 2017
8:00 a.m. - 4:40 p.m.

Hilton Garden Inn, Fort Washington, PA

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Estate Administration from Start to Finish

NBI
Tuesday, December 19, 2018
8:30 a.m. - 4:40 p.m.

Best Western Lehigh Valley Hotel

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Trusts: Top Challenges

NBI
Monday, April 30, 2018
8:30 am - 4:40 pm
Harrisburg, PA

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See Patti's past speaking engagements and classes

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 and more:

  • 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 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.