Speaking Engagements

Federal Fiduciary Income Tax Workshop

July 20, 2017 | 9:00 a.m. - 5:00 p.m.
Halfmoon Seminars | Harrisburg, PA

Understand basic concepts and issues in estate and trust taxation, Study taxable income and distributable net income, Identify income reportable by fiduciaries, including business income, investment income and capital gains, Examine specific deductions and credits, Apply the Medicare surtax to trusts and estates, and Review sample completed 1041 forms and schedules.


Ultimate Guide to Probate

July 21, 2017
NBI | Lancaster

Probate practice is becoming an increasingly marketable skill due to the aging population and clients' reliance on competent attorneys and tax professionals who can counsel them through asset valuations and increasingly complex legal processes and tax issues surrounding probate. Make yourself more valuable to your clients with this probate instruction guide that will provide you with not only an understanding of the step-by-step process, but also how to manage complex issues regarding executors; estate recovery and other creditor claims; asset discovery, inventory, and final accounting; beneficiary distributions; and closing the estate.

Maximizing your Finances in Retirement

Thursday July 27, 2017 | 9:45 a.m. - 11:00 a.m.
Homestead Village | Lancaster, PA

To register please call Christine Gallagher at (717)397-4831 X158.

Remedies in Fiduciary Litigation

October 11, 2017
LBA | Lancaster

Learn about remedies for a breach of duty by a fiduciary in a trust or estate case including damages and equitable remedies and procedures.

Intentional Living - Wills & Financial Well Being

October 18, 2017 | 7:00 a.m. - 9:30 a.m.
American Business Women's Association | Lacaster Country Club
Register Now

Probate Process for Paralegals

Tuesday, October 24, 2017
NBI | Harrisburg

Developments in Charitable Giving

Monday, October 30 | 4:00 p.m.
Pleasant View | Lancaster

Remedies in Fiduciary Litigation

November 2017
PBA Estate Law Institute

Learn about remedies for a breach of duty by a fiduciary in a trust or estate case including damages and equitable remedies and procedures

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.