Hartzler listens to her clients to understand their specific goals, while incorporating tax and administrative efficiencies. Clients trust her to help them solve sensitive and often complex family and business issues at the planning stage to avoid later conflicts that may arise after a client dies or becomes incapacitated. Additionally, Hartzler helps clients with the formation of charitable organizations and provides guidance to move their charitable work forward for generations to come.
“Whether it be gift, estate, charitable planning or otherwise, our goal is to help families achieve their overall business and personal goals,” said Stuart Kohn, partner and Trusts & Estates practice leader. “By nature, this area of work often brings delicate, multifaceted and often difficult matters to our clients. It requires both a highly skilled attorney and a strategic partner with heightened sensitivity and understanding. We have a client-first approach – and it’s why Shannon compliments our team so well. What further differentiates Shannon is her ability to draft complex and unusual trust provisions to meet clients’ individual needs. We’re thrilled to have her join our practice, and I’m looking forward to seeing all the value she will provide to our clients.”
Active in her community, Hartzler is a member with the Chicago Estate Planning Council (CEPC) and is past chair of the Welcome Committee.
About the Trusts & Estates Group: LP’s highly experienced and highly skilled group helps individuals and families to achieve their business and personal planning goals, be it gift planning, charitable planning, or estate planning. The group, which includes three members of the American College of Trust and Estate Counsel, can draft basic estate plans as well as plans spanning multiple generations, states, and businesses. With decades of experience among the group’s members, there is likely no scenario they have not encountered.
LP’s Trusts and Estates Group was ranked in the inaugural High Net Worth guide by Chambers and Partners from 2016-2019. LP’s trusts and estates clients routinely say they prefer working with LP because our attorneys are responsive, preach simplicity, and look at an overall picture of an individual’s wealth instead of simply the matter at hand.
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About Levenfeld Pearlstein LLC: Twice recognized by The National Law Journal as one of the nation’s most innovative mid-sized law firms, Chicago-based Levenfeld Pearlstein, LLC provides legal and business counsel to sophisticated clients across a broad range of community association, corporate, tax, real estate, and litigation matters. LP works with clients to understand the full impact of the law on their businesses and proactively addresses their legal issues so that they can quickly return to doing what they do best.
While the firm possesses the resources and depth necessary to manage the most complex matters in the most efficient and cost-effective manner possible, it truly differentiates itself through its commitment to “The LP Way.” Unique among corporate law firms, the LP Way is the firm’s model for creating an unparalleled client experience at an exceptional value. This is accomplished by complementing outstanding legal work with a commitment to knowing the client; avoiding surprises; moving with speed and quality; and establishing and consistently beating client expectations. All of these grounded in the belief that every action should point toward a single goal: making the experience of being an LP client as rewarding as possible.