Patti S Spencer

Patti S Spencer

Spencer Law Firm LLC
ProbateEthics / Professional ResponsibilityEstate Planning

Patti S Spencer is an attorney with Metzger and Spencer, LLP and Spencer Law Firm LLC in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column Taxing Matters, which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College, her J.D. degree from Boston University and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.

Patti S Spencer's Courses

  • Tax Issues in Estate Administration: Rules, Valuations, Reporting, and More

    Tax

    Credits Available
    Credit Status Total
    Alaska CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    Rhode Island CLE Upon Request 6 Total
    Tennessee CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    OnDemand
    6 Pennsylvania CLE
  • 10 Things New Trusts and Estates Attorneys Need to Know

    Best Seller

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 6 Total
    Alabama CLE Approved 6 Total
    Arkansas CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Iowa CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Indiana CLE Approved 6 Total
    Kansas CLE Approved 7 Total
    Kentucky CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Carolina CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Jersey CLE Approved 7.2 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Ohio CLE Approved 6 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    South Carolina CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Texas CLE Approved 6 Total
    Utah CLE Approved 6 Total
    Virginia CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    Wyoming CLE Approved 6 Total
    OnDemand
    6 Pennsylvania CLE
  • 2025 Estate Planning Summit

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 6 Total
    Alabama CLE Approved 6 Total
    Arkansas CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Iowa CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Indiana CLE Approved 6 Total
    Kansas CLE Approved 7 Total
    Kentucky CLE Approved 6 Total
    Louisiana CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Carolina CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Jersey CLE Approved 7.2 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Ohio CLE Approved 6 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    Rhode Island CLE Approved 6 Total
    South Carolina CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Texas CLE Approved 6 Total
    Utah CLE Approved 6 Total
    Virginia CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    OnDemand
    6 Pennsylvania CLE
  • Pennsylvania Probate and Trust Administration

    PA Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    New York CLE Approved 7 Total
    Pennsylvania CLE Approved 6.5 Total
    OnDemand
    6.5 Pennsylvania CLE
  • Step-by-Step Guide to Drafting Wills and Trusts in Pennsylvania

    PA Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    New York CLE Approved 7 Total
    Pennsylvania CLE Approved 6 Total
    OnDemand
    6 Pennsylvania CLE
  • Protecting Assets While Qualifying for Medicaid in Pennsylvania

    Elder Law

    PA Specific

    Credits Available
    Credit Status Total
    New Jersey CLE Approved 7.2 Total
    New York CLE Approved 7 Total
    Pennsylvania CLE Approved 6 Total
    OnDemand
    6 Pennsylvania CLE
  • Trusts in Pennsylvania From A to Z

    PA Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    New York CLE Approved 7 Total
    Pennsylvania CLE Approved 6.5 Total
    OnDemand
    6.5 Pennsylvania CLE
  • Trusts in Pennsylvania From A to Z

    Best Seller

    PA Specific

    Trusts, Estates & Probate

    Happening Soon

    Credits Available
    Credit Status Total
    Financial Planners Approved 8 Total
    New Jersey CLE Approved 8 Total
    New York CLE Approved 8 Total
    Pennsylvania CLE Approved 6.5 Total
    CPE for Accountants/NASBA Approved 8 Total
    Live Online
    6.5 Pennsylvania CLE
  • Income Taxation of Trusts, Estates, and Individuals

    Best Seller

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 6 Total
    Alabama CLE Approved 6 Total
    Arkansas CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Iowa CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Indiana CLE Approved 6 Total
    Kansas CLE Approved 7 Total
    Kentucky CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Carolina CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Jersey CLE Approved 7.2 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Ohio CLE Approved 6 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    South Carolina CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Texas CLE Approved 6 Total
    Utah CLE Approved 6 Total
    Virginia CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    Wyoming CLE Approved 6 Total
    North Carolina Continuing Paralegal Education Approved 6 Total
    OnDemand
    6 Pennsylvania CLE
  • Estate Planning in Pennsylvania: From A to Z

    PA Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    New York CLE Approved 7 Total
    Pennsylvania CLE Approved 6 Total
    OnDemand
    6 Pennsylvania CLE
  • Investment Mechanisms Considered

    Trusts, Estates & Probate

    Podcast

    Credits Available
    Credit Status Total
    Alaska CLE Approved 1 Total
    Arizona CLE Approved 1 Total
    California CLE Approved 1 Total
    Colorado CLE Approved 1 Total
    Connecticut CLE Approved 1 Total
    Delaware CLE Approved 1 Total
    Hawaii CLE Approved 1 Total
    Idaho CLE Approved 1 Total
    Illinois CLE Approved 1 Total
    Kansas CLE Upon Request 1 Total
    Louisiana CLE Upon Request 1 Total
    Maine CLE Approved 1 Total
    Minnesota CLE Approved 1 Total
    Missouri CLE Approved 1.2 Total
    Northern Mariana Islands CLE Approved 1 Total
    Montana CLE Upon Request 1 Total
    North Dakota CLE Approved 1 Total
    Nebraska CLE Approved 1 Total
    New Hampshire CLE Approved 1 Total
    New Mexico CLE Approved 1 Total
    Nevada CLE Approved 1 Total
    New York CLE Approved 1 Total
    Oklahoma CLE Approved 1 Total
    Oregon CLE Upon Request 1 Total
    Pennsylvania CLE Approved 1 Total
    Tennessee CLE Approved 1 Total
    Vermont CLE Approved 1 Total
    Washington CLE Approved 1 Total
    West Virginia CLE Approved 1.2 Total
    OnDemand
    1 Pennsylvania CLE
  • Pennsylvania Trusts 101

    PA Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    New York CLE Approved 8 Total
    Pennsylvania CLE Approved 6.5 Total
    OnDemand
    6.5 Pennsylvania CLE
  • Taking Your Wills and Trusts From Boilerplate to Bespoke

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    OnDemand
    6 Pennsylvania CLE
  • Navigating Tax Issues in Probate: A Guide for Non-Tax Specialists

    Tax

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    OnDemand
    6 Pennsylvania CLE
  • Trust Administration: Attorney and Trustee Discussion

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Approved 3 Total
    Arizona CLE Approved 3 Total
    California CLE Approved 3 Total
    Colorado CLE Approved 4 Total
    Connecticut CLE Approved 3 Total
    Delaware CLE Approved 3 Total
    Hawaii CLE Approved 3 Total
    Idaho CLE Approved 3 Total
    Illinois CLE Approved 3 Total
    Maine CLE Approved 3 Total
    Minnesota CLE Approved 3 Total
    Missouri CLE Approved 3.6 Total
    Northern Mariana Islands CLE Approved 3 Total
    Montana CLE Approved 3 Total
    North Dakota CLE Approved 3 Total
    Nebraska CLE Approved 3 Total
    New Hampshire CLE Approved 3 Total
    New Mexico CLE Approved 3 Total
    Nevada CLE Approved 3 Total
    New York CLE Approved 3.5 Total
    Oklahoma CLE Approved 3.5 Total
    Oregon CLE Approved 3 Total
    Pennsylvania CLE Approved 3 Total
    Rhode Island CLE Upon Request 3.5 Total
    Tennessee CLE Approved 3 Total
    Vermont CLE Approved 3 Total
    Washington CLE Approved 3 Total
    West Virginia CLE Approved 3.6 Total
    OnDemand
    3 Pennsylvania CLE
  • Foreign Assets

    Trusts, Estates & Probate

    Podcast

    Credits Available
    Credit Status Total
    Alaska CLE Approved 1 Total
    Arizona CLE Approved 1 Total
    California CLE Approved 1 Total
    Colorado CLE Approved 1 Total
    Connecticut CLE Approved 1 Total
    Delaware CLE Approved 1 Total
    Hawaii CLE Approved 1 Total
    Iowa CLE Upon Request 1 Total
    Idaho CLE Upon Request 1 Total
    Illinois CLE Approved 1 Total
    Kansas CLE Upon Request 1 Total
    Louisiana CLE Upon Request 1 Total
    Maine CLE Approved 1 Total
    Minnesota CLE Approved 1 Total
    Missouri CLE Approved 1.2 Total
    Northern Mariana Islands CLE Approved 1 Total
    Montana CLE Approved 1 Total
    North Dakota CLE Approved 1 Total
    Nebraska CLE Approved 1 Total
    New Hampshire CLE Approved 1 Total
    New Mexico CLE Approved 1 Total
    Nevada CLE Approved 1 Total
    New York CLE Approved 1 Total
    Oklahoma CLE Approved 1 Total
    Oregon CLE Approved 1 Total
    Pennsylvania CLE Approved 1 Total
    Tennessee CLE Approved 1 Total
    Vermont CLE Approved 1 Total
    Washington CLE Approved 1 Total
    West Virginia CLE Approved 1.2 Total
    Wyoming CLE Upon Request 1 Total
    OnDemand
    1 Pennsylvania CLE
  • The Connelly Case: Estate and Financial Planning Implications

    Trusts, Estates & Probate

    FastTrack

    Credits Available
    Credit Status Total
    Alaska CLE Approved 1 Total
    Arizona CLE Approved 1 Total
    California CLE Approved 1 Total
    Colorado CLE Approved 1 Total
    Connecticut CLE Approved 1 Total
    Delaware CLE Approved 1 Total
    Hawaii CLE Approved 1 Total
    Iowa CLE Upon Request 1 Total
    Idaho CLE Upon Request 1 Total
    Illinois CLE Approved 1 Total
    Louisiana CLE Upon Request 1 Total
    Maine CLE Approved 1 Total
    Minnesota CLE Approved 1 Total
    Missouri CLE Approved 1.2 Total
    Northern Mariana Islands CLE Approved 1 Total
    Montana CLE Upon Request 1 Total
    North Dakota CLE Upon Request 1 Total
    Nebraska CLE Approved 1 Total
    New Hampshire CLE Approved 1 Total
    New Mexico CLE Approved 1 Total
    Nevada CLE Approved 1 Total
    New York CLE Approved 1 Total
    Oklahoma CLE Approved 1 Total
    Oregon CLE Upon Request 1 Total
    Pennsylvania CLE Approved 1 Total
    Rhode Island CLE Upon Request 1 Total
    Vermont CLE Approved 1 Total
    Washington CLE Approved 1 Total
    West Virginia CLE Approved 1.2 Total
    Wyoming CLE Upon Request 1 Total
    OnDemand
    1 Pennsylvania CLE