Patti Spencer

Patti S. Spencer, Esq. is a trust, estate, and tax attorney. She educates tax and legal professionals, students, and clients on her areas of expertise through writing, teaching and speaking engagements.


Patti S. Spencer, Esq. is a former writer for The Balance, lending her expertise on estate and tax planning topics. After receiving her law degree and a graduate degree in taxation, Patti worked as an attorney, then managed a $400 million Personal Trust Department for a large bank before leaving to start 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, and recently 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.


  • Boston University School of Law, Boston, Massachusetts
    LL.M. - May, 1984
     Major: Taxation (Graduate Tax Program
  • Boston University School of Law, Boston, Massachusetts
    J.D. - June, 1978
    Honors: Second Prize, Bernard E. Farr Estate Planning Competition
  • Dickinson College, Carlisle, Pennsylvania
    B.A. summa cum laude - June, 1975
    Honors: Phi Beta Kappa

About The Balance and Dotdash

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