Experienced Guidance In Estate and Trust Law
Metzger and Spencer, LLP
With nearly a century of combined experience, our Lancaster-based firm specializes in estate planning, estate administration, trust administration, and tax law. We provide clear, practical legal services and support tailored to your unique needs, ensuring your affairs are efficiently managed.
Trusted Guidance for Life’s Legal Transitions
Helping families navigate estate, trust, and tax matters with clarity.
Clarity and Confidence in Every Step
Navigating the personal affairs of a parent or loved one who has passed away can, even in the best circumstances, present numerous challenges. We take the time to understand the issues so we can effectively address them and deliver the results you have identified.
Practical Counsel, Personalized to You
We take the time to interview and understand the matter to be addressed; thereafter providing careful, customized legal services to effectuate the results you have identified.
Why Choose Metzger AND Spencer, LLP
A Local Firm with Deep Roots
Based in Lancaster County, our attorneys take pride in serving clients throughout southeastern Pennsylvania. We offer a steady hand and a personalized approach—balancing legal precision with the understanding and care that only a local firm can provide.
Legal Services
Estate Administration: We take the time to identify and value assets, to address any issues involving those assets, to address the income and death taxes presented, and to distribute the assets to those entitled in a timely manner. We explain the process so that the overall experience is transparent and navigable.
Estate Planning: We strive to understand your particular circumstances to produce responsive and accurate documentation, such as Last Wills and Testaments, Trust Indentures, Power of Attorney Instruments, and Family and Nonjudicial Settlement Agreements, amongst many more, to implement your estate planning goals. As part of that process, we attempt to explain the applicable law so that the proposed solutions take that into consideration.
Trust Administration: We support trustees in managing trust assets, maintaining records, and fulfilling fiduciary duties with confidence and clarity, based upon careful consideration of the terms of the trust instrument, and the goals and particular propensities of the Settlor, Trustee, and Beneficiaries.
Tax Law: We provide expert advice on individual, fiduciary, inheritance, and death taxes, as well as prepare the applicable reportings in a particular situation. We also orient the Client to the issues involved in analyzing taxes and preparing returns.
Business Law: We specialize in the formation of business entities to support effective and creative estate planning, including limited liability companies and family limited partnerships. We also provide expertise with respect to S Corporation arrangements, and planning.
Real Estate: We offer experienced counsel on property transactions, title issues, and legal disputes related to all aspects of real estate, as well as services to facilitate purchasing, selling, and leasing real property.
Dispute Resolution: Through a solution-oriented approach to resolving disputes that arise in all areas of practice, we make every effort to see to it that issues are constructively addressed and resolved, short of initiating litigation and other time-consuming methods.
About Metzger and Spencer, LLP
Metzger and Spencer, LLP is a law firm based in Lancaster, Pennsylvania, that limits the scope of its practice estate, trust, and tax law. With over 90 years of combined experience, our attorneys are acutely aware of the issues presented, in providing solutions under the law that address your particular circumstances.
We strive to achieve sufficient detail to provide the necessary context in which to address your unique legal issues. Our goal is to preserve your assets throughout the planning and administrative processes, satisfy the necessary obligations, taxes, and administrative costs, and offer a clear direction to achieve your goals.
Clear legal guidance when you need it most
Contact Metzger and Spencer, LLP
