Trusts, estates and tax attorney Patti S. Spencer, Esq. is a nationally recognized author and educator. As a peer-nominated fellow of the American College of Trust and Estate Counsel (ACTEC), Ms. Spencer has been recognized by the legal profession for her educational commitment and her work with families, individuals, businesses, attorneys and accountants she serves.
Ms. Spencer assists clients with 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. She serves as a Private Trustee and/or Executor, as well as an expert witness in estate tax, estate planning, and fiduciary matters.
Before she founded Spencer Law Firm LLC, Ms. Spencer managed a regional bank’s Personal Trust Department made up of 1,500 accounts and $400 million in assets. In this capacity, she supervised a department of nine Trust Officers and six Assistant Administrators in three line functions: Trust Administration, Trust Tax and Estate Settlement. She was accountable for trust department budgets, profitability, regulatory compliance, trust real estate, personnel issues, and estate-related legal matters.
Ms. Spencer taught Estate and Gift Taxation, Trusts and Estates, and Estate Planning at Boston University School of Law for eight years. She recently taught Federal Income Taxation at Franklin and Marshall College. She is the author of two books on estate matters, a weekly newspaper column, “Taxing Matters,” numerous articles on estate planning topics, and is a frequent lecturer at continuing education programs for CPAs and lawyers.
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