Patti Spencer

Title: Lawyer, legal writer, and educator
Education: Boston University School of Law, Dickinson College
Location: Lancaster, Pennsylvania
Expertise: Estate planning, trusts, probate, taxes
  • 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

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.

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