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Data Trace Publishes Pennsylvania Estate Planning, Wills & Trusts Library: Forms and Practice Manual

Baltimore, MD – September 2, 2007. Attorney Patti S. Spencer has authored a book entitled Pennsylvania Estate Planning, Wills & Trusts Library: Forms and Practice Manual. The work, a practical forms and practice manual for practitioners familiar with the essentials of estate planning and taxation, published in September 2007 and is available through Data Trace Publishing Company.

The forms in Pennsylvania Estate Planning, Wills & Trusts Library: Forms and Practice Manual are indexed and organized to provide the reader with easy access to the appropriate form to use based upon the client’s personal and financial circumstances and dispositive objectives. Commentary guides the practitioner regarding when a particular form should be employed and the tax consequences of a particular dispositive structure. The work, which can be used as a desktop reference, features wills and trusts ranging from the most simple (simple wills or revocable living trusts without tax planning) to the most complex (wills and revocable trusts with generation-skipping provisions). A companion CD-ROM contains the wide-ranging collection of forms included in the manual and annual updates ensure that the most recent material is included. Practical applications that are addressed in the book include:

  • A client estate planning questionnaire
  • The use of revocable trusts, including companion pour-over wills
  • Strategies for irrevocable trusts, such as irrevocable life insurance trusts, trusts for minors, trusts for subchapter S stock, retained interest trusts, and special needs trusts
  • Key aspects of federal estate and Pennsylvania law and the impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 and Pennsylvania Inheritance Tax

Author Patti S. Spencer has been practicing law for 25 years and focuses her practice on estate planning, probate, trusts, taxation, and closely-held business issues. Before founding Spencer Law Firm in 1996, Ms. Spencer was Manager of the Personal Trust Department at a regional bank in Pennsylvania. She has taught courses in estate and tax law for Boston University School of Law and Franklin and Marshall College, is the author of numerous articles on estate planning topics and a frequent lecturer at continuing education programs for CPAs and lawyers. Ms. Spencer was named a Pennsylvania Super Lawyer in 2007. Visit Data Trace Publishing Company online at to view more publications written specifically for practitioners in Pennsylvania.

About Data Trace Publishing Company

Data Trace is a full-service publishing, marketing, and information services company with extensive experience in the legal, scientific, and medical arenas. Products include books, journals, electronic and web-based media, programs in continuing education, risk management, and practice management, interactive training modules, professional seminars, compliance, and other complementary products and services.

<>Contact: Kim Trott, Director of Marketing
Company: Data Trace Publishing Company
Phone: 410-494-4994, ext. 243 or 800-342-0454
Fax: 410-494-0515

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