“I work closely with my clients to learn their unique circumstances and values. This helps me to craft an estate plan that protects the things that matter most to them for the people that matter to them.”
Shannon is a member of HMB’s Private Client, Trusts and Estates Group. She focuses her practice on estate planning and administration.
Shannon helps individuals and families plan and implement comprehensive estate planning strategies, while carefully considering various estate, gift and generation-skipping transfer tax implications. She works as a close partner with clients, taking the time to fully understand their personal circumstances, asset profile and values, to craft an estate plan that accomplishes their goals and minimizes tax exposure.
Read MoreRepresenting executors and trustees in probate proceedings and estate administrations, Shannon helps clients handling accountings, investments, tax compliance and the other day-to-day aspects of serving as a fiduciary. She also works with business owners to integrate their business and personal objectives into their estate plan.
Prior to HMB, Shannon was an Associate at a suburban Chicago law firm, where she worked with clients on estate planning, estate administration and probate matters. Before her legal career, Shannon was an educator and worked in the education nonprofit sector.
Walking Through the Details
Clients value Shannon’s genuine care and empathy for their individual needs and they appreciate her talent for explaining legal language in simple context. They value her advocacy, diligence and attention to detail when crafting their estate plan.
- Loyola University Chicago, J.D.
- Marian University Indianapolis, M.A.T. in Secondary Education, highest honors
- University of Kentucky, B.A. in History and B.A. in English, magna cum laude
- Illinois