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:
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Tuesday, February 28, 2012, The Incredible, Indomitable, Indefatigable Trust, The Estate Planning Council of Central Pennsylvania, 5:30 - 7:00PM http://epccp.org/
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Wednesday, June 6, 2012, Hot Topics in Fiduciary Litigation, Pennsylvania Bar Institute, Mechanicsburg, PA, 9:00 - 4:30, http://www.pbi.org/.
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Wednesday, June 20 2012, Hot Topics in Fiduciary Litigation, Pennsylvania Bar Institute, Philadelphia, PA, 9:00 - 4:30, http://www.pbi.org/.
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Monday June 25, 2012, Hot Topics in Fiduciary Litigation, Pennsylvania Bar Institute, Pittsburgh, PA, 9:00 - 4:30, http://www.pbi.org/.
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Friday July 20, 2012, Utilizing Experts in Orphan's Court, Pennsylvania Bar Institute, Mechanicsburg, PA, 9:00 - 4:30, http://www.pbi.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.
