Lisa Shearman is a principal in the firm and an extremely accomplished trust and estates and business lawyer. She has over 20 years’ experience advising and implementing sophisticated estate plans for clients that focuses on business continuity, succession and aims to reduce taxes and preserve wealth in the way her clients desire. Her practice includes estate administration and post-mortem planning along with trust administration and the preparation of Inheritance tax, Federal Estate and Gift Tax and Fiduciary Income Tax Returns. In addition, Lisa assists clients with the formation and operation of tax-exempt organizations including private foundations. She also has a substantial track record of successfully representing beneficiaries of estate and trusts in will contests, trust disputes and more in Orphans’ Court and has an active practice representing clients in guardianship matters.

Her commitment to the Bar and to the community runs extremely deep. She is the Treasurer of the Pennsylvania Bar Association’s Real Property, Probate and Trust Section Council and a Zone 9 Delegate to the PBA, and she serves as Secretary of the Montgomery Bar Association and Vice Chair of its Probate and Tax Section. She is a Fellow of the Montgomery Bar Foundation. She serves on the Board of the Montgomery County Estate Planning Council and the Wills for Heroes Foundation, for which she also serves as Vice President. Among other awards, Lisa is the 2015 recipient of the Pennsylvania Bar Association President’s Special Achievement Award and the 2014 Recipient of Milton O. Moss Community Service Award, presented by the Montgomery Bar Foundation.

A graduate of the University of Scranton (B.S., 1989), Lisa received her law degree from Widener University in 1992 and her LL.M. in Taxation from Villanova University School of Law in 1994.

News

Credentials

Admissions

  • Pennsylvania
  • New Jersey
  • U.S. Supreme Court
  • U.S. District Court, Middle District of Pennsylvania
  • U.S. District Court of New Jersey

Education

  • Villanova University School of Law (LL.M. 1994, LL.M. Graduate Tax Program)
  • Widener University School of Law (J.D., 1992)
  • University of Scranton (B.S., 1989)

Memberships

  • Pennsylvania Bar Association
    • Zone 9 Delegate
    • Real Property, Probate and Trust Section Council Treasurer
    • Commission on Women in the Profession
  • Montgomery Bar Association
    • Officer – Secretary
    • Probate and Tax Section Vice-Chair
    • Rules of Orphans’ Court Committee
    • Law Reporter Commmitee
  • Montgomery Bar Foundation Fellow
  • Montgomery Child Advocacy Program
    • Liaison to Montgomery Bar Association
  • Montgomery County Estate Planning Council
    • Board of Directors
  • National Association of Women Lawyers

Community and Pro-Bono Activities:

  • Wills for Heroes Foundation
    • Vice-President
    • Board of Directors
    • National Affiliate Director
  • Wills for Heroes Pennsylvania
    • Pennsylvania Co-Coordinator
    • County Coordinator for Montgomery County, Pennsylvania
  • Montgomery County Community College Planned Giving Advisory Council
  • Moot Court Judge for AAJ Regional Student Trial Advocacy Competition
  • Liberty & Law Civics Program sponsored by the Montgomery County Bar Association
  • Mount Saint Joseph Academy Special Events Committee Member

Publications & Speeches

Publications

  • “Donate Life PA Act: Organ Donation and Beyond”, Real Property, Probate and Trust Law Newsletter, Summer/Fall 2019
  • “DIY Legal Websites, Good, Bad or Really Bad”, Real Property, Probate and Trust Law Newsletter, Winter/Spring 2016
  • “Durable Powers of Attorney Receive a Makeover”, HRMML Newsletter, Fall 2014
  • “The Importance of Beneficiary Designations in Estate Planning”, Pennsylvania Bar Association Commission on Women in Profession Newsletter, Voices & Views, Spring 2014
  • “What Is DOMA And How It Affects Pennsylvania Residents”, HRMML Newsletter, Fall 2013
  • “Gifting to Children: Consider an UTMA Account:” HRMML Newsletter, 2012
  • “The Doctrine of Necessaries”, Real Property, Probate and Trust Law Newsletter, Fall 2007
  • “Donate Life PA Act: Organ Donation and Beyond”, Real Property, Probate and Trust Law Newsletter, Summer/Fall 2019
  • “DIY Legal Websites, Good, Bad or Really Bad”, Real Property, Probate and Trust Law Newsletter, Winter/Spring 2016
  • “Durable Powers of Attorney Receive a Makeover”, HRMML Newsletter, Fall 2014
  • “The Importance of Beneficiary Designations in Estate Planning”, Pennsylvania Bar Association Commission on Women in Profession Newsletter, Voices & Views, Spring 2014
  • “What Is DOMA And How It Affects Pennsylvania Residents”, HRMML Newsletter, Fall 2013
  • “Gifting to Children: Consider an UTMA Account:” HRMML Newsletter, 2012
  • “The Doctrine of Necessaries”, Real Property, Probate and Trust Law Newsletter, Fall 2007

Speaking Engagements

  • PBI Estate Law Institute: “Drafting POAs & HCPOAs”, Spring 2019
  • MBA Probate & Tax Section: “Everything You Wanted to Know about Probate but were Afraid to Ask”, 2018
  • PBI Estate Law Institute: “Drafting POAs & HCPOAs”, Fall 2018
  • Course Planner and Presenter for PBI Institute Course “Powers of Appointment”, 2018
  • Course Planner and Presenter for PBI Bar Institute course “Elections and Disclaimers”, 2017
  • PBA Presentation: “Crossroads of Estates and Litigation”, 2017
  • MBA WIL & YLS: “Wills for Heroes – Primer on Wills & Estate Planning”, 2017
  • MBA TLS and Probate & Tax Sections: “Agnew v. Ross: Attorney Malpractice Claims Against the Estate Planner”, 2017
  • MBA Probate & Tax Section: “Everything You Wanted to Know about Probate but were Afraid to Ask”, 2017
  • Course Planner and Presenter for PBI Bar Institute course: “Interaction of Estates and Litigation”, 2017
  • Montgomery County Community College presentation: “The Trust about Estate Planning: An Interactive Conversation”, Fall 2016
  • PBI Estate Law Institute: “Drafting POAs & HCPOAs”, Fall 2016
  • PBI Bar Institute course: “How to Close an Estate: Court Accountings and Family Agreements”, Fall 2016
  • PBI Bar Institute course: “The Intersection of Life and Estate Planning”, 2016
    Course Planner and Presenter for PBI Bar Institute course “Elections and Disclaimers”, 2015
  • PBI Bar Institute course: “Power of Attorney Update”, 2015
  • PBI Bar Institute course: “PA’s New Power of Attorney: What You Need to Know-Six Months After Enactment”? 2015
  • Montgomery County Community College presentation: “Common Estate Planning Myths ” Planned Giving Council of Montgomery County Community College Foundation, 2015
  • PBI Bar Institute course: “Act 95, The New Power of Attorney Act”, 2014
  • Montgomery County Community College presentation: “Everything You Ever Wanted to Know About Estate Planning (but were afraid to ask), Part II” Planned Giving Council of Montgomery County Community College Foundation, 2014
  • National Association of Legal Secretaries Pennsylvania: “Wills for Heroes Program”, 2014
  • Philadelphia Legal Secretaries Association: “Wheel of Fortune vs. Family Feud – Avoid the Dispute, Prepare a Will”, 2013
  • Montgomery County Bar Association CLE: “An Estate Tax Odyssey”, 2013
  • PBI Bar Institute course: “Fundamentals of Estate Administration, – Debts and Claims”, 2013
  • Foxmoor Continuing Education course: “Federal Estate and Gift Tax 2013”, 2013
  • PBI Estate Law Institute course: “Post Mortem Estate Planning”, 2012
  • PBI Estate Law Institute course: “Gift Planning for Estates Under and Over $5 Million Dollars”, 2011
  • PBI Pro Bono Seminar course on the “Wills for Heroes Program”, 2010
  • PBI Estate Law Institute course: “Analyzing the Spousal Elective Share”, 2008

Honors & Awards

  • 2015 Recipient of Pennsylvania Bar Association President’s Special Achievement Award.
  • 2014 Recipient of Milton O. Moss Community Service Award, presented by the Montgomery County Bar Foundation
  • 2012 Recognition as “Awesome Attorney” by Suburban Life Magazine
  • 2011 Recipient of Community College of Philadelphia Outstanding Service Award
  • 2011 Recipient of Verdina Y. Showell Award, presented by the Pennsylvania Bar Association

Personal Interests

  • Spending time with my husband, two daughters and our dog, Gypsy.
  • Running, Skiing, Sailing and Boating.