Trusts, Estates & Probate

Podcast

Investment Mechanisms Considered

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Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
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Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
1 hours 1 minute
Patti Spencer
With Patti S. Spencer from Spencer Law Firm LLC
Recorded August 26, 2024
Product ID 99079

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Overview

Estate Planning: Investment Mechanisms

Estate planning attorneys play a crucial role in helping clients preserve and manage their wealth. In this engaging podcast-style program, we delve into the intricate world of investment mechanisms that estate planning attorneys must consider. Our expert speaker will explore various strategies, critical considerations, and practical insights to optimize wealth planning for clients with moderate to high net worth. Don't wait - register today!

  • Discover how to utilize trusts as investment vehicles.
  • Learn about real estate investments and various considerations related thereto.
  • Attain knowledge regarding avoiding State death tax issues.
  • Discuss gifting techniques that enhance wealth transfer.
  • Be taught to maximize tax advantages.
  • Explore charitable planning opportunities.

Abbreviated Agenda

  1. Trusts
  2. Real Estate Investments and Considerations
  3. Avoiding State Death Tax Issues
  4. Gifts
  5. Leveraging Exemptions
  6. Charitable Planning

Related Topics

Product ID 99079

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama 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
Florida CLE Approved 1 Total
Georgia 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 Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
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CLE

Agenda

All times are shown in

  1. Investment Mechanisms Considered

    1. Trusts
    2. Real Estate Investments and Considerations
    3. Avoiding State Death Tax Issues
    4. Gifts
    5. Leveraging Exemptions
    6. Charitable Planning

Who Should Attend

This program is for attorneys. Paralegals, office managers, and other legal professionals may also benefit.

Speakers

Patti S Spencer
Patti S.
Spencer
Spencer Law Firm LLC
Speaker bio
Patti S Spencer

Patti S. Spencer

Spencer Law Firm LLC
Patti 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.

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