We have not found any cost information for this lawyer
PRO
also known as Law Office of Penniann J Schumann PLLC
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.
5
Practice Areas
32 years
32 years
32 years
32 years
We have not found any cost information for this lawyer
State: Utah
Acquired: 1994
Lawyer disciplined by state licensing authority in 2018
Mobile
2150 South 1300 East, Suite 500, Salt Lake City, UT, 84106
estateplanningforutah.com/attorney/schumann-penniann-j/Other places you can find Penniann online.
10 Client Reviews
AI-summarized from Avvo client reviews
Showing 1 - 2 of 2 reviews | Advocacy
Posted by Julie & Roland | October 29, 2018 | Hired Attorney
Choose her
Dear Penny. Where to start, I came from a family that the Patriarch makes the decision (right or wrong deception or not). I contacted Penny some sixteen months ago when my brother showed up at my home with a codicil. I was told my mother had a trust in 2010 this was a complete falsehood. He had...
Posted by Maryan | February 02, 2015
Perfect Attorney in every way
I cannot say enough good things about Penni. She protected my Mother from a nightmare type situation with an unbelievably difficult family member. She persisted our defense, was always available for communication and talked us through what to expect. Penni was the finest defense Mom could possibl...
"Penniann Schumann is knowledgeable, compassionate, and professional. I have worked with her on a variety of cases, and she has demonstrated exceptional skill and competence in estate planning, guardianship, and probate and trust administration. She works closely with her clients to determine best solutions to their estate planning needs and also works tirelessly to advocate for the best interests of her clients. She is dedicated to doing her best for each of her clients and is very helpful to her colleagues. I have always found her to be very thoughtful and deeply invested in the needs of those around her."
"I endorse this lawyer. Penni is a very respected lawyer in our community. She is rountinely my "go to" person for complex tax matters. Penni is intelligent, thorough, but most of all...compassionate."
Estate planning lawyer
Elder law lawyer
This lawyer was disciplined by a state licensing authority in 2018.
Public Reprimand issued in UT, 2018
updated on 08/21/2026This means the attorney did something wrong, but the Bar did not suspend the lawyer. Typically in this case the lawyer's poor behavior is exposed to the public in hopes that he or she will not repeat the behavior.
“This situation was about not obtaining in writing my 92 yr old client’s waiver of a potential conflict of interest when she asked me to be her co-trustee on her trust. I was court appointed to be a co-trustee together with her and I served for 3 weeks and was never paid. In fact we incurred no transactions at all. Her son made the complaint to the bar, as he was angry he wasn’t in control of his mother’s money. Not all disciplinary actions are the same, so ask the lawyer about what happened.”
2016
Peer Review Rated, Martindale-Hubbell
1995 - Present
Owner, Law office Of Penniann J. Schumann
2006 - 2008
Trust Officer, Key Bank
2004 - 2006
Lawyer, Richards Brandt Miller & Nelson
2011 - Present
Utah State Bar, Elder Law SectionExecutive Committee
1994 - Present
Salt Lake Estate Planning CouncilBoard Member
1994 - Present
Estate Planning Section of the Utah State BarMember
1994
LL.M - Master of Laws
1993
JD - Juris Doctor
2003
Probate in Utah
2003
English
Legal Answers
How do I remove my name as co-trustee from a trust without giving up interest in Estate. My father has passed. I am in Calif.
04 Feb 2015
My mom set up a trust however she now has alzheimer and forgot to put her bank account in the name of the trust, do i need to
14 Oct 2014
Is a Utah will valid if it did not include a witness-signed statement regarding the testator's mental competence?
13 Oct 2014