About LISA

Lisa is a trusted advisor in estate planning, business succession, and wealth preservation. She is recognized for her ability to craft plans that range from straightforward to highly sophisticated. Lisa is also deeply committed to pro bono service, regularly volunteering with programs that support military personnel, first responders, and their families. Her leadership, skill, and dedication have earned her numerous professional and community honors.

Specialties

ESTATES & TRUSTS

ESTATE PLANNING

GUARDIANSHIPS

PROBATE & ESTATE ADMINISTRATION

Admin Contact

Jana Rotunno
JRotunno@HRMML.com

Lisa A. Shearman

(215) 661-0400 • LShearman@HRMML.com

Lisa Shearman chairs the firm’s Estates and Trusts Department and is a Fellow of The American College of Trust and Estate Counsel. With more than 30 years of experience, she is a highly regarded trusts and estates and business lawyer, known for developing estate plans that range from straightforward to highly sophisticated. Her practice focuses on business continuity and succession planning, estate tax reduction, and wealth preservation. She also advises clients in estate and trust administration, post-mortem planning, and the preparation of Inheritance Tax, Federal Estate and Gift Tax, and Fiduciary Income Tax Returns. In addition, Lisa assists individuals and families with the formation and operation of tax-exempt organizations, including private foundations. 

Lisa is a Past President of the Montgomery Bar Association and serves as a Zone 9 Delegate to the Pennsylvania Bar Association, where she is an active member of the Real Property, Probate, and Tax Section. A passionate advocate for pro bono service, she regularly volunteers with the Wills for Heroes program, providing complimentary estate planning to military personnel, first responders, and their families. She also encourages and mentors her colleagues to use their legal skills to give back to the community. 

Her dedication has been recognized with numerous honors, including the PBA President’s Special Achievement Award (2015) and the Milton O. Moss Community Service Award from the Montgomery Bar Foundation (2014). 

Lisa earned her B.S. from the University of Scranton (1989), her J.D. from Widener University (1992), and her LL.M. in Taxation from Villanova University School of Law (1994).

 

  • 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)

  • Pennsylvania Bar Association 

    • Zone 9 Delegate 

    • Real Property, Probate and Trust Section Council Treasurer 

    • Commission on Women in the Profession

    Montgomery Bar Association 

    • Past President 

    • Probate and Tax Section Chair 

    • Rules of Orphans’ Court Committee 

    • Law Reporter Committee Chair

    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

    • “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 

    • “The Doctrine of Necessaries”, Real Property, Probate and Trust Law Newsletter, Fall 2007 

    Speaking Engagements

    • PBI Estate Law Institute: “411 on 911: POLST (Portable Medical Orders), Healthcare Power of Attorneys (POAs) & Living Wills.” Fall 2023 

    • 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[Text Wrapping Break]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 

    • Named to the Pennsylvania Super Lawyers List for 2025 in the area of Estate Planning and Probate Law. Each year, no more than 5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. 

    • 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 

  • In addition to her dedication to volunteering and giving back to the community, Lisa treasures time with her husband, two daughters, and their dog Gypsy, and finds joy in running, skiing, sailing, and boating.