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This practical legal update will get you up to speed on the year’s developments in trusts and estates tax laws so you can make prudent decisions and offer your clients the best advice. Let our experienced faculty guide you through ongoing legislative developments, key rulings and changing IRS procedures, so you can enhance your tax planning strategies and ensure compliant returns - order today!
1:00 PM - 2:30 PM Eastern Standard Time
Presenter: Patti S. Spencer
Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This self study program may qualify for up to 1.50 hours of self-study credit, which includes 1.50 hours of VCLE self-study credit under the voluntary CLE Rule of the Alaska Bar Association and 0.0 hours of MECLE ethics self-study under the mandatory ethics continuing legal education CLE Rule.
PATTI S. SPENCER is an attorney with Metzger and Spencer, LLP, and the 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.