Establishing a sound estate plan is an important responsibility, but legal requirements, tax questions and even emotional concerns can delay the process. No matter what your age or financial situation is, failing to take the proper steps could put your loved ones at risk. At Metzger and Spencer, LLP in Lancaster, our attorneys and paralegals concentrate on identifying ways for Pennsylvania residents to protect their assets and achieve their estate planning goals.
Serving Lancaster, York, Berks, and Lebanon counties, we draw on eight decades of combined legal experience to create wills, trusts and other instruments that safeguard our clients' assets and transfer them efficiently. Attorney John W. Metzger's four decades of experience handling tax matters informs not only the taxation issues we handle, but also the real estate, business and civil litigation challenges we resolve on behalf of the people we represent.
Recommended - Through decades of work for a diverse group of clients, we have built lasting relationships and earned strong recommendations from the people we've served and colleagues familiar with our work.
Serving Lancaster, York, Berks, and Lebanon counties, we draw on eight decades of combined legal experience to create wills, trusts and other instruments that safeguard our clients' assets and transfer them efficiently. Attorney John W. Metzger's four decades of experience handling tax matters informs not only the taxation issues we handle, but also the real estate, business and civil litigation challenges we resolve on behalf of the people we represent.
Recommended - Through decades of work for a diverse group of clients, we have built lasting relationships and earned strong recommendations from the people we've served and colleagues familiar with our work.
Services
Patti S. Spencer is a partner of Metzger and Spencer Law Firm, LLP.
She has been practicing law for 35 years and focuses her practice on estate planning, probate, trusts, taxation, and closely-held business issues.
Ms. Spencer often works as a consultant to other attorneys and financial professionals in estate planning, trust and taxation matters.
She is also well known as an expert witness in fiduciary litigation.
Ms. Spencer graduated summa cum laude from Dickinson College and received her J.D. and LL.M. in Taxation from Boston University School of Law.
She has been practicing law for 35 years and focuses her practice on estate planning, probate, trusts, taxation, and closely-held business issues.
Ms. Spencer often works as a consultant to other attorneys and financial professionals in estate planning, trust and taxation matters.
She is also well known as an expert witness in fiduciary litigation.
Ms. Spencer graduated summa cum laude from Dickinson College and received her J.D. and LL.M. in Taxation from Boston University School of Law.
A well-developed estate plan must be tailored carefully to meet an individual's unique goals.
At Metzger and Spencer, LLP in Lancaster, we provide individualized counsel to Pennsylvania clients on all types of estate planning matters.
With 80 years of combined legal experience, our attorneys help people in Lancaster, York, Berks, and Lebanon counties address present and future needs.
We understand how best to use wills, trusts and advance directives to create an estate plan that will achieve your wishes and minimize tax burdens.
At Metzger and Spencer, LLP in Lancaster, we provide individualized counsel to Pennsylvania clients on all types of estate planning matters.
With 80 years of combined legal experience, our attorneys help people in Lancaster, York, Berks, and Lebanon counties address present and future needs.
We understand how best to use wills, trusts and advance directives to create an estate plan that will achieve your wishes and minimize tax burdens.
Lancaster attorneys assisting clients to transfer decision-making authority in case of incapacity.
Sudden illness or injury can leave anyone totally incapacitated.
Or, the infirmities of age can compromise an older adult's ability to fully function independently.
Under such circumstances, concerned loved ones may feel compelled to act, but may lack the legal authority to do so.
This can delay essential care, threatening your loved one's health and welfare when he or she is most vulnerable.
To protect your loved ones, you need clear legal authority to make decisions if they are unable to do so.
Sudden illness or injury can leave anyone totally incapacitated.
Or, the infirmities of age can compromise an older adult's ability to fully function independently.
Under such circumstances, concerned loved ones may feel compelled to act, but may lack the legal authority to do so.
This can delay essential care, threatening your loved one's health and welfare when he or she is most vulnerable.
To protect your loved ones, you need clear legal authority to make decisions if they are unable to do so.
As you grow older, your interests and goals change.
You need an experienced elder law attorney who understands how to address the singular challenges exclusive to seniors.
Access to good medical care is essential to your health and quality of life.
Our attorneys assist you in maneuvering through the red tape of Medicare, Medicaid and private insurance companies so you receive the medical treatments, diagnostic tests and medications available to you.
We can help you plan your future medical care and make crucial legal end-of-life decisions.
You need an experienced elder law attorney who understands how to address the singular challenges exclusive to seniors.
Access to good medical care is essential to your health and quality of life.
Our attorneys assist you in maneuvering through the red tape of Medicare, Medicaid and private insurance companies so you receive the medical treatments, diagnostic tests and medications available to you.
We can help you plan your future medical care and make crucial legal end-of-life decisions.
The attorneys at Metzger and Spencer, LLP provide guidance to individuals named as trustees or as executors of estates.
We help ensure that you successfully uphold your fiduciary duties.
A trustee can be personally liable for mistakes or omissions that result in losses for the trust.
We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration.
If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.
We help ensure that you successfully uphold your fiduciary duties.
A trustee can be personally liable for mistakes or omissions that result in losses for the trust.
We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration.
If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.
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