- Patti Spencer is a trust, estate, and tax attorney with two law degrees from Boston University School of Law
- She has written widely about estate planning, probate, trusts, and tax issues, including for The Balance
- She educates tax and legal professionals, students, and clients on her areas of expertise through writing, teaching, and speaking engagements
Patti Spencer is an expert on 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 starting her own law practice.
Patti taught courses on gift taxation, trusts and estates, and estate planning at Boston University School of Law for eight years. She also taught federal income taxation at Franklin and Marshall College in Pennsylvania. She has been writing for over 18 years, authoring two books and scores of articles on estate and tax matters.
- LL.M, Boston University School of Law, Boston, Massachusetts
Major: Taxation (Graduate Tax Program)
- J.D., Boston University School of Law, Boston, Massachusetts
- B.A., Dickinson College, Carlisle, Pennsylvania
Latest From Patti Spencer
How Much Can You Claim for Funeral Expense Deductions?
What Is Probate and Why Does It Get a Bad Rap?
5 Estate Planning Documents You Need to Update When Getting a Divorce
What Is a Domicile?
Are Life Insurance Death Benefits Subject to Estate Tax?
The Implications of Selling Your House to Your Kids for 1 Dollar
Special Needs Trust Options
State Law Dictates the Requirements for Validating a Will
Springing vs. Non-springing Powers of Attorney
Does Using Trust Distributions Encourage Behavior?
Why Some Individuals Notarize Their Will