Are you looking for an energized speaker to discuss trust, estate and tax planning matters? Patti has experience addressing the following topics and more:

  • Estate Planning for Estates Over $10 Million
  • Estate Planning for $3 – $10 Million Estates
  • Estate Planning for Estates Under $1 Million
  • Estate Planning Ethics
  • Estate Planning for Qualified Plan Benefits
  • Generation Skipping Transfer Tax
  • Estate Planning for Closely-Held Businesses
  • What Every Accountant Should Know About Living Trusts

These educational presentations are suitable for an audience of attorneys, accountants, business owners, or individuals interested in planning their estate. Past speaking engagements include presentations to the following professional organizations:

  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • National Business Institute (NBI)
  • Lancaster Bar Association
  • Pennsylvania Bar Institute
  • Pennsylvania CLE Foundation
  • Penn State Annual Tax Conference
  • Planning Councils in Lancaster, York, Harrisburg, and Boston