Trust and Estate Law Attorney Patti S. Spencer, Esq.
Lancaster, Pennsylvania
Trusts and estates 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, 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.
This career experience, along with her tenure at several of Boston’s leading law firms, helps her to address the needs of attorneys, accountants and individuals alike, and to serve as an expert witness in fiduciary litigation. Ms. Spencer is the author of two books on estate matters and the author of a weekly newspaper column, “Taxing Matters.” For further information please view Ms. Spencer’s C.V.
Along with her staff of paralegals, trusts and estates attorney Patti S. Spencer, Esq. is pleased to serve clients both locally in the Central Pennsylvania area and nationally, addressing attorneys’ and accountants’ need for collaborative and consultative support.
To learn more about Patti S. Spencer, Esq. or her legal staff, please contact her via email or by calling 1-866-639-5451
M. Yvonne Crouse
M. Yvonne Crouse, Paralegal, is a graduate of Duke University. She has eight years of experience as a trust officer for a financial institution. She facilitates the settlement of estates and administration of trusts. Yvonne also does legal research, tax return preparation, and guides clients through the steps required for estate and trust administration.
Click Here to Download Yvonne’s V-Card
Deb Williard
Deb Williard, Paralegal, has a B.S. from Millersville University and a Master’s degree in education from Penn State. Deb’s responsibilities include preparing documents, legal research, and assisting other staff in the operation of Spencer Law Firm.