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.