Areas of Practice
Shannon is the lead attorney in our Estate Planning, Trust and Probate practice area. With more than 20 years experience working as a trust attorney in the financial services industry, Shannon offers exceptional skill and insight in developing the most advantageous estate planning strategies for each client's unique needs. From straight-forward wills to the most complex trust scenarios, Shannon helps clients protect their families and their assets during times of uncertainty. Areas of expertise include:
- Estate & gift tax planning
- Trusts – Revocable and
complex trust planning
- Post death planning
- Healthcare directives
- Probate assistance
- Charitable giving
- Medical & long term care planning
- Personal gifting
Shannon recognizes that, when clients consider the prospect of death and planning for their families' future, there can be confusion and a sometimes great emotion. That's why Shannon walks clients through the estate planning process with compassion and respect, while ensuring there is complete understanding of every term, component and document. She believes the result of that process is much more than the estate plan itself; it's the reassurance and peace of mind she is able to deliver. Her clients know that, no matter what the future brings, they've taken action to protect themselves and their loved ones.
When she's not assisting clients, Shannon is an active educator in the estate planning field. She is a contributing speaker with the Women, Wealth & Wellness workshop series, authors regular tax law and estate planning newsletters for financial services professionals and offers estate planning seminars.
Shannon lives in Stillwater, MN with her husband and three children and is active in the community she grew up in and calls home. Dedicated to supporting the causes that make Stillwater a wonderful place to live, work, play and learn; Shannon was a board member of the St. Croix Valley Foundation from 2007-2012 and was a founding member and is current Vice Chair of the Stillwater Area Foundation. She is also an active member of the Stillwater Rotary.
CONTACT SHANNON TODAY.
Call 651-439-2878 or send an e-mail to schedule an appointment.