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:
- Wednesday, January 12, 2011, Estate Planning for Women, Newcomers and Neighbors Club of Lancaster, http://www.lancasternewcomers.org/.
- Wednesday, January 26, 2011, The Tax Reform Act of 2011: What it Means to the General Public, Eden Resort, 222 Eden Road, Lancaster, PA, 8:30 AM to 10:30 AM, deb@spencerlawfirm.com
- Thursday, January 27, 2011, The Tax REform Act of 2011: What it Means to Estate Planning and Financial Planning Professionals, 222 Eden Road, Lancaster, PA 7:30 AM to 9:30 AM, deb@spencerlawfirm.com
- Thursday, March 3, 2011, Common Trust Techniques for the Foundation of an Estate Plan: GRATs, GRUTs and QPRTs, Pennsylvania Bar Institute, Mechanicsburg, PA, 8:30 AM to 12:45 PM, http://www.pbi.org/.
- Thursday, March 3, 2011, Sophisticated Techniques for the High Net Worth Client: Using Trusts to Hold Closely Held Business Interests, Pennsylvania Bar Institute, Mechanicsburg, PA, 1:30 PM to 4:45 PM, http://www.pbi.org/.
- Wednesday, April 27, 2011, Ethics and the Trust and Estates Lawyer, Lehigh County Bar Association, 12:00 - 1:00 PM, http://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.
