Collectibles & Your Estate Planning
May 10, 2017 | 7:00 p.m.
Philatelic Society of Lancaster County | Woodcrest Villa
This presentation will help practitioners protect the executor from liability, deal with beneficiaries in distributing hard to value and difficult to distribute assets, learn alternative means of closing the estate and learn how to reduce income tax liability in the estate's final year.
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.
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
Remedies in Fiduciary Litigation
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
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.