Penniann J. Schumann

Penniann J. Schumann has spent over 25 years helping families navigate the complexities of estate planning and elder law. What really sets her apart is the time she spent working inside a national bank as a trust administrator for Utah and Idaho. In 2006, she stepped away from private practice to see how banks actually handle the trusts that lawyers write. This experience was a game-changer. She saw firsthand how trustees interpret legal language and exactly why they choose to use their discretion in certain ways. When she returned to private practice in 2008, she brought that "insider" knowledge back to her clients. Today, whether she is drafting a revocable living trust, setting up a special needs trust, or handling a guardianship, Penniann uses that unique perspective to ensure her documents are clear and effective. She knows how the people on the other side of the desk think, which makes her an incredible asset for anyone dealing with trust and estate administration. From advanced health care directives to complex elder law issues, Penniann provides a level of practical insight that only comes from seeing the legal system from both the lawyer’s office and the bank’s vault. She is a dedicated advocate focused on making sure your legacy is protected exactly as you intended.