Patti S. Spencer, Esq.
Esq.
expertise
Estate planning, trusts, probate, and taxes
currently
Lawyer, legal writer, and educator
education
Boston University School of Law and Dickinson College
Highlights
- Trust, estate, and tax attorney with two law degrees from Boston University School of Law
- Wrote about estate planning, probate, trusts, and tax issues for The Balance
- Educates tax and legal professionals, students, and clients on her areas of expertise through writing, teaching, and speaking engagements
Experience
Patti S. Spencer, Esq. is a former writer for The Balance with expertise in estate and tax planning topics. After receiving her law degree and a graduate degree in taxation, Spencer worked as an attorney, then managed a $400 million personal trust department for a large bank before leaving to start her own law practice.
Spencer taught courses on gift taxation, trusts and estates, and estate planning at Boston University School of Law for eight years, and taught federal income taxation at Franklin and Marshall College in Pennsylvania. She has been writing for over 18 years, authoring two books and numerous articles on estate and tax matters.
Latest From Patti S. Spencer, Esq.
-
Are Life Insurance Death Benefits Subject to Estate Tax?
-
The Implications of Selling Your House to Your Kids for 1 Dollar
-
Here Is a Look at the Factors to Help You Prove Your Domicile
-
What Happened to My Inheritance?
-
How Much Can You Claim for Funeral Expense Deductions?
-
Special Needs Trust Options
-
5 Emotional Blocks to Estate Planning
-
Does Using Trust Distributions Encourage Behavior?
-
Why Some Individuals Notarize Their Will
-
What are the Requirements of Charitable Remainder Trusts?
-
The Requirements for a Will's Validity are Subject to State Law
-
What Is Probate and Why Does It Get a Bad Rap?
-
5 Estate Planning Documents You Need to Update When Getting a Divorce
-
Springing vs. Non-springing Powers of Attorney
-
Estate Planning Issues Caused by Diminished Capacity