Our Areas of Practice
At
Metzger and Spencer, LLP, our practice focuses upon estate administration, estate planning, trust administration and tax planning, filing, and advice, including services to address business, real estate, and litigation issues. Each case is handled with professionalism, confidentiality, and care.
Estate Administration
Our team ensures the process moves forward smoothly while honoring your loved one’s legacy.
We help executors and families settle estates efficiently and accurately—from asset identification and valuation, to tax reporting, probate filings and asset distribution, and fiduciary compliance, throughout the entire administrative process.
Trust Administration
We aim to preserve trust assets and minimize disputes through clear, proactive advice and guidance.
Whether establishing or managing a trust, we assist trustees in navigating fiduciary responsibilities, maintaining records, valuation of assets, and preparation and filing trust documents with the Court.
We also specialize in trust income and death tax reporting.
Estate Planning
We provide estate planning services and document preparation for clients in all stages of life.
Inquire with us about the preparation of Wills, Trust Indentures, Powers of Attorney, Medical Directives, Codicils, and all related and supporting instruments that may be involved.
Planning in more sophisticated situations frequently includes federal and state death tax planning, utilization of limited liability companies, family limited partnerships, S-corp strategies, non-judicial settlement agreements, and asset valuation discount strategies.
Our analysis considers the vetting of matters to address Medicaid issues.
Real Estate, Dispute Resolution, and Taxation Matters represent a core of legal services that often accompany our primary areas of focus. Each area is handled with attention to detail and local compliance to protect client interests.
Real Property Transactions and Taxation Matters
We will initiate or review any actions involving real estate, including sales, purchases, foreclosures, lis pendens filings and indexing, and partition actions.
Real Estate
Our firm participates in all aspects of matters involving real estate, including valuations, planning, sales, purchases, and like-kind exchanges.
Dispute Resolution
We emphasize practical solutions and strive to resolve matters efficiently, while safeguarding your rights and financial interests.
We promote a solution-oriented approach to resolving disputes that arise in all areas of practice, and make every effort to see to it that issues are constructively addressed and resolved, short of initiating litigation and other time-consuming methods.
Our attorneys provide services in the context of personal income taxes, gift taxes, fiduciary income taxes, inheritance taxes, and death taxes, as well as guidance on tax matters, including estate and fiduciary taxation, planning, and compliance.
We prepare and file reports and returns for all tax areas.
Taxation Matters
With decades of combined experience, we help clients minimize risk and meet obligations confidently.
Questions & answers
Helpful Information for Clients and Families
Do you handle estates outside of Lancaster County?
Call NowYes. While our firm is based in Lancaster, we administer estates across Pennsylvania and assist with matters involving assets in both Pennsylvania and Maryland.
Can you help if I’ve never served as an executor before?
Call NowAbsolutely. Estate administration is one of our core practice areas. We guide executors step-by-step through probate, tax filings, deadlines, and distributions, ensuring compliance and reducing stress during a difficult time.
What types of trusts do you administer?
Call NowWe assist with revocable and irrevocable trusts, special needs trusts, and other fiduciary arrangements. Our attorneys advise trustees on recordkeeping, tax obligations, and fiduciary responsibilities so they can manage assets with confidence.
Do you offer legal guidance for business owners?
Call NowWe help with business formation, contracts, transactions, and succession planning—especially when these issues overlap with estate and tax strategies. Our business services complement our core practice areas.
Can you assist with real estate connected to an estate or trust?
Call NowWe frequently handle property sales, title issues, and real estate questions that arise during estate or trust administration, ensuring all steps comply with Pennsylvania law.
Do you represent clients in disputes or litigation?
Call NowWe represent clients in fiduciary, estate, and real estate litigation. When disputes arise, we work toward fair, efficient resolutions while protecting your interests.
Do you provide tax guidance?
Call NowOur attorneys advise on estate, fiduciary, and related tax matters—from filings and compliance to long-term planning. Tax law is a central part of our practice.
Your Legal Matters Are Handled with Experience and Care
We are equipped to offer trustworthy guidance through life's significant transitions. Whether you're settling an estate, overseeing a trust, preparing for the future, or facing a legal challenge, we stand ready to provide consistent advice and pragmatic solutions designed to meet your unique needs.