Lisa A. Shearman

Lisa A. Shearman concentrates her practice in the area of family wealth management, estate planning, estate administration, tax planning and business succession planning. Incorporating a team approach in counseling clients she facilitates interaction among all of her clients’ professional advisors to ensure comprehensive results are obtained. Her knowledge of the state and federal tax laws enables her to provide sophisticated planning solutions for her clients. Lisa is licensed to practice before the Pennsylvania and New Jersey Bars, and she is admitted to practice before the Supreme Court of the United States.

Lisa serves on the Board of Directors and as Vice-President of the Wills for Heroes Foundation, a national organization devoted to providing free wills and other estate planning documents for emergency first responders and veterans. Lisa is also a member of the Montgomery County Community College Planned Giving Advisory Board. She is the 2015 Recipient of the Pennsylvania Bar Association’s Special Achievement Award and the 2013 Recipient of the Montgomery Bar Foundation’s Honorable Milton O. Moss Public Service Award for her work with the Wills for Heroes Foundation. Lisa is also the 2011 Recipient of the Verdina Showell Award, presented by the PBA to recognize a lawyer’s outstanding community service and commitment to the Wills for Heroes Program and has been recognized by other organizations for her pro bono service.  Prior to joining Semanoff Ormsby Greenberg & Torchia, LLC, Lisa was partner at a prestigious Pennsylvania law firm.

A graduate of Villanova University’s Charles Widger School of Law Graduate Tax Program (LL.M. 1994), Lisa received her law degree from the Delaware Law School of Widener University in 1992 and her undergraduate degree from the University of Scranton in 1989.

She is a member of the Pennsylvania Bar Association and serves on Council of the Real Property, Probate and Trust Section .Lisa is a Board of Director of the Montgomery Bar Association. She is a member of the Montgomery County Estate Planning Council, the Women in Profession Committee of the Pennsylvania Bar Association and is the Co-Chair of the Women in Law Committee of the Montgomery Bar Association.

Lisa lives with her husband, two daughters and their dogs in Lansdale. She enjoys skiing, running, sailing and cooking. When she is not spending time at her girls’ athletic events, Lisa can be found devoting many weekends to the Wills for Heroes organization, preparing free Wills and Powers of Attorneys for local first responders.

PROFESSIONAL SPEAKING ENGAGEMENTS

Upcoming:  Course Planner and Presenter for PBI Bar Institute course “Elections and Disclaimers”, 2017
Course Planner and Presenter for PBI Institute Course “Powers of Appointment”, 2018

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

PBI Bar Institute course: “Interaction of Estates and Litigation”, 2017

Montgomery County Community College presentation:  “The Trust about Estate Planning:  An Interactive Conversation”, 2016

PBI Estate Law Institute:   “Drafting POAs & HCPOAs”,  2016

PBI Bar Institute course: “How to Close an Estate: Court Accountings and Family Agreements”, 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

PUBLICATIONS

“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