Shannon L. Hartzler is an experienced estate attorney, focusing her practice on estate planning and administration. She represents individuals with respect to their estate planning and both individual and corporate fiduciaries in estate administration.
Shannon focuses her estate planning practice on meeting each client’s specific goals, while incorporating tax and administrative efficiencies. She proactively guides clients toward estate planning strategies that provide the best tax outcome for their beneficiaries. Shannon works hand-in-hand with clients to address sensitive family and business issues in the planning stages to avoid downstream conflicts that may arise after a client dies or becomes incapacitated. And she assists clients with the formation of a variety of charitable organizations, providing guidance that will move their charitable work forward for generations to come.
Shannon focuses her estate administration work on helping individual and corporate fiduciaries navigate the complexities of estate and trust administration. Clients count on Shannon to guide them through the every-day tasks of administration as well as the less common issues that arise. She has successfully assisted her clients through IRS audits and negotiations with hostile beneficiaries.
Shannon is active with the Chicago Estate Planning Council (CEPC) and is past Chair of the Welcome Committee.