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Patti Spencer
Spencer Law Firm
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Biography
Patti S. Spencer, Esq., is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm LLC (SLF) in Lancaster, Pa. Over the course of 35 years, Spencer has assisted both clients and peer professionals with estate planning, probate, taxation, expert witness case work, and closely-held business issues such as fiduciary income tax, business succession planning and corporate tax planning.
Education
- Boston University
- J.D.
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- Boston University
- LL.M.
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- Dickinson College
- B.A.
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Professional Experience
- Owner
- Spencer Law Firm
- - Current
- Founder and owner of law practice concentrating in tax controversies and tax law, estate planning, probate, trusts, and expert witness case work.
- Head of Personal Trust Department
- Fulton Bank
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- Managed Personal Trust Department with $400 million in assets and 1500 accounts. Supervised 9 Trust officers and 6 Assistant Administrators in three line functions: Trust Administration, Trust Tax and Estate Settlement.
Publications
Articles & Publications
- Your Estate Matters
- Authorhouse
- Pennsylvania Estate Planning Manual
- Data Trace
Professional Associations
- Pennsylvania State Bar
- Member
- Current
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Jurisdictions Admitted to Practice
- Pennsylvania
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Practice Areas
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Additional Practice Area
- Expert Witness
Social Media
Patti Spencer Fox Business 7 23 2012 628PM
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