Penniann J. Schumann

Penniann J. Schumann

Practice Areas

  • Wills and Trusts
  • Estate Planning: Estate Tax Planning, Powers of Attorney, Health Care Powers
  • Estate Administration
  • Trust Administration
  • Elder Law: Medicaid Planning, Conservatorships, and Guardianships

Biography

Penniann J. Schumann has practiced in the areas of Wills, Trusts (revocable, irrevocable for children and charities, special needs, etc.), Powers of Attorney, Advanced Health Care Directives, Trust Administration, Estate Administration, and Elder Law which includes Guardianship and Conservatorships for over 25 years. In 2006, Ms. Schumann left the private practice of law to work in a national bank and administer their trusts for the state of Utah and Idaho. In this position she was able to get a clear perspective on how trustees interpret trust language and how and why banks as trustees use their discretion. In 2008, Ms. Schumann returned to the private practice of law, where she remains today. Having worked at a bank as the administrator of the trusts for which the bank as named a trustee, she gained a unique perspective which has facilitated her drafting trust language in her estate planning, assisted her with representing clients in trust administration, etc.

Education

  • University of Miami School of Law, Coral Gables, Florida
    • LL.M. - 1994
    • Major: Estate Planning
  • Saint Louis University School of Law, St. Louis, Missouri
    • J.D.
  • University of Utah, Salt Lake City
    • B.A.
    • Major: Economics
    • Minor: French
    • Minor: Italian

Bar Admission

  • Utah, 1994

Languages

  • English

Current Employment Position

  • Attorney

Past Positions

  • Key Bank, Trustee, 2006 to 2008
  • Richards Brandt Miller & Nelson, Attorney, 2004 to 2006