Estate Planning and DNA Surprises

Date:

10/7/2024 at 11:30 AM to 1:00 PM

Event Description

With the prevalence of DNA test kits, more and more people are finding half-siblings, that their biological father is someone they never met and do not know, and discoveries of long forgotten children. In addition to wreaking havoc with family relationships, these discoveries have a direct impact on estate planning. When there is an intestacy, the group of heirs can include people who are complete strangers to the rest of the family. Even with a will and/or trust in place, if reference is made to children and issue, who is included? Definitional sections are going to be of the utmost importance.

CREDIT(S):

1.0 SUBSTANTIVE CREDIT

SPEAKER:

Patti S. Spencer

Patti S. Spencer, Esquire
Spencer Law Firm

Patti S. Spencer has been practicing law for over 40 years and continues to focus 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 as well as serving as an expert witness in fiduciary litigation.

She graduated summa cum laude from Dickinson College and received her J.D. and LL.M. in Taxation from Boston University School of Law. She is a member of both the Pennsylvania and Massachusetts Bars. She taught Estate and Gift Tax Law in the Boston University School of Law Graduate Tax Program for 8 years.

Her column, Taxing Matters, appeared weekly in the “Business Monday” section of the Lancaster Intelligencer Journal for 14 years. She is a frequent lecturer and is the author of numerous articles on estate planning topics. In 2003, Ms. Spencer was elected as a fellow in The American College of Trust and Estate Counsel.

A new edition of Your Estate Matters, a book which is a compilation of Ms. Spencer’s columns was published in January 2015. Your Estate Matters is currently available online at www.amazon.com.

Ms. Spencer is also the author of a reference book for lawyers: “Pennsylvania Estate Planning, Wills and Trusts Library Forms and Practice Manual”, originally published 2007, 3 volumes, updated annually. It is available from Data Trace Publishing Company www.datatrace.com and on Amazon.

LOCATION||TIME:

Lancaster Bar Association

28 East Orange Street

Lancaster, PA 17602

Lunch: 11:30 AM - 12:00 PM
CLE: 12:00 PM - 1:00 PM

PRICING:

LBA Attorney (with credit) - $40.00

LBA Attorney (without credit) - $28.00

LBA Attorney + Paralegal - $65.00

LBA Member Paralegal/Legal Assistant - $30.00

Non-Member (with credit) - $60.50

Non-Member (Attorney, Paralegal, or Legal Assistant without credit) - $48.00