The Lancaster-based Spencer Law Firm provides focused legal assistance and professional consultant work to individuals, families, businesses, attorneys and accountants. Practicing solely in the field of trusts, estates, and tax law, the firm combines a comprehensive knowledge of estate planning, administration and taxation with the use of state-of-the-art technology.
Trust and Estates Expert Witness Services
Disputes over estate and fiduciary matters can be very polarizing and emotional, particularly when these disputes involve family members. Attorney Patti Spencer provides valuable experience as a consulting or testifying expert witness in both state and federal matters. In this capacity, Ms. Spencer has assisted in preparing and positioning attorneys for fiduciary litigation.
Consulting Services to Lawyers and Accountants
Spencer Law Firm also assists lawyers by actively assisting other law firms’ clients with complex estate administration and drafting. Accountants also benefit from the experience and efficiency of Spencer Law Firm. Some firms choose to outsource their estate and trust administration to Spencer Law Firm. Ms. Spencer works with accountants to provide the legal expertise needed to help their clients implement financial strategies in estate planning.
Sophisticated Estate Planning and Administration
Protecting the assets that you have worked hard to accumulate and ensuring that your wishes for the future distribution of your estate are honored are important to Spencer Law Firm. We work closely with families and individuals to minimize estate taxes such as federal estate and gift taxes, federal generation-skipping transfer taxes, the Pennsylvania inheritance tax, and federal and state fiduciary income taxes. We also address complex estate matters including:
- Estate planning
- Trust and estate administration
- Retirement plan distributions
- Planned giving
- Closely held businesses
Professional Associations & Memberships
Lancaster Bar Association - Member, 1991 to date
Pennsylvania Bar Association ? Member, 1991 to date
Boston Bar Association Education Committee (1990-1991)
Co-Chair of Estate Planning Committee (1987-1989)
Member of Probate Section Council (1988-1991)
American Bar Association, Member of Generation Skipping Transfer Tax Legislation Committee (1987-1988)
Lancaster Estate Planning Council, Member, 1991 to date
Philadelphia Estate Planning Council, Member, 2000 to date
Honors and Awards
Recipient of Award as one of Pennsylvania?s Best 50 Women in Business, May 15, 2000. The award is given by the Commonwealth of Pennsylvania?s Department of Community and Economic Development. The 50 women were selected by an independent panel of judges who based their decision on the outstanding professional and personal accomplishments of these women that demonstrate their level of influence, competence and advocacy in the business community, particularly those on behalf of women.
In December 2003 Ms. Spencer was elected a Fellow of the American College of Trust and Estate Counsel ("ACTEC"). The American College of Trust and Estate Counsel is a professional association consisting of approximately 2,700 lawyers from throughout the United States. Fellows of the College are nominated by other Fellows in their geographic area and are elected by the membership at large. A lawyer cannot apply for membership in the College. Fellows are selected on the basis of professional reputation and ability in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching, and bar activities.
PENNSYLVANIA SUPER LAWYER
Ms. Spencer was named a Pennsylvania Super Lawyer for 2007 and 2008, an honor awarded to the top five percent of state-wide lawyers. Law and Politics Magazine and Philadelphia Magazine mailed more than 39,000 ballots to attorneys across Pennsylvania, asking them to vote for the best lawyers that they had personally observed in action. The nominees were reviewed and scored, with only the top 5% of Pennsylvania lawyers receiving the distinction.