Patti Spencer Email and Phone Number
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Spencer Law Firm (SLF) in Lancaster, Pennsylvania, provides focused legal assistance and consulting services in the area of trusts and estates law and taxation. Serving clients both locally and nationally, the firm is recognized for its ability to address complex estate concerns efficiently and explain complicated estate law issues clearly to clients.Trust and Estates Expert Witness ServicesWhen conflicts or disputes arise either through inadequate or flawed estate planning or management and require resolution in court, having an expert thoroughly versed in trusts and estates law both as consultant and expert witness can add authority to your position.SLF has provided consultant and expert witness support to other attorneys and firms both locally and nationally for 30 years. When questions arise regarding permissible trustee powers, exercise of discretion, or whether a particular action was warranted or prudent when held to the mirror of customary industry standards, Patti Spencer can examine the facts and offer a respected, trustworthy opinionHaving served as a bank trust executive, written books and articles on estate matters and taught law school level and continuing legal education courses on trusts and estates law, Ms. Spencer’s expertise has been relied upon many times. As a consulting and expert witness, Patti Spencer examines industry standards of practice, testifying as to what is reasonable and customary. In addition to providing support in fiduciary litigation matters, attorney Spencer has assisted in matters such as:• Fee disagreements• Trust administration• Attorney malpractice• Breach of fiduciary duty• Failure to identify or pay taxes• Violation of estate document provisions• Fiduciary investment management
Spencer Law Firm
View- Website:
- spencerlawfirm.com
- Employees:
- 14
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WriterPersonal Projects Jan 2000 - PresentLancaster, PaAs an Estate and Trust Lawyer I’ve listened to and watched some of the best dramas and comedies, and I don’t watch television. I see these performances in my law office and believe me, I could hand out some Academy Awards for the roles that they’ve played in family feuds. I’m telling you this, (1) because some of them are funny, (2) so that you can learn from their mistakes and (3) so that you have a good story for your next work happy hour.My writing projects include estate and tax matters, especially the administration of very large trusts, but they also comprise of a variety of other topics that interest me outside of my profession. To learn more about my current work, check out my projects and blog at www.pattispencer.com/.
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Trusts And Estates Lawyer, Legal Writer And EducatorSpencer Law Firm Aug 1996 - PresentFounder and owner of law practice concentrating in taxation, estate planning, probate, trusts, and closely-held business issues. Consulting services to other lawyers and accountants on estate planning, estate tax and administration matters. Federal estate, gift and generation-skipping tax planning, estate and trust administration, business succession planning, tax planning for qualified plan distributions; fiduciary income tax and corporate tax planning. Serves as a Private Trustee and/or Executor when requested to serve by informed clients. Expert witness in estate tax and estate planning and fiduciary matters.
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Manager Of Personal Trust DepartmentFulton Bank Jan 1992 - Aug 1996Managed 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. Accountable for budget, profitability, regulatory compliance, trust real estate, personnel issues, and all legal issues. Provided support to Estate Planning Officers and salespeople -
AttorneyDeutsch Williams Jul 1988 - Sep 1991 -
AttorneyVacovec, Mayotte & Singer Sep 1985 - Jul 1988
Patti Spencer Skills
Patti Spencer Education Details
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Taxation -
Jd, Llm In Taxation
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Philosophy And Political Science
Frequently Asked Questions about Patti Spencer
What company does Patti Spencer work for?
Patti Spencer works for Spencer Law Firm
What is Patti Spencer's role at the current company?
Patti Spencer's current role is Trusts, Estates & Taxation Lawyer, Writer, Expert Witness, & Speaker.
What is Patti Spencer's email address?
Patti Spencer's email address is pa****@****irm.com
What is Patti Spencer's direct phone number?
Patti Spencer's direct phone number is +171720*****
What schools did Patti Spencer attend?
Patti Spencer attended Boston University School Of Law, Boston University School Of Law, Dickinson College.
What skills is Patti Spencer known for?
Patti Spencer has skills like Estate Planning, Trusts, Estate Tax Planning, Estate Law, Legal Issues, Legal Assistance, Estate Administration, Wills, Tax, Courts, Legal Research, Powers Of Attorney.
Who are Patti Spencer's colleagues?
Patti Spencer's colleagues are Frederick Spencer, Bill Spencer, William Spencer, Adam Clark, Tarshaler Milam, Ame Bennett, Dana Stroup.
Not the Patti Spencer you were looking for?
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Patti Spencer
Former Manufacturing And Purchasing Manager Looking To Bring My Skills To My New Southern Location.Greenville-Spartanburg-Anderson, South Carolina Area -
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Patti Spencer
Former Director Of Cardiovascular And Neuroscience Research At Intermountain HealthcareSalt Lake City, Ut1intermountainhealthcare.org -
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