Gregory A. Schrage
Todd S. Shumaker
Beth joins CCHA after establishing her practice in Zionsville with Burrus & Sease, where she concentrates in estate and trust planning and administration. She serves clients from the local community and throughout central Indiana. Beth has a background in tax after beginning her career in the tax department of Price Waterhouse. She aims to provide each client with a carefully considered plan to fit their goals for asset growth, protection and transfer following death, keeping in mind the unique needs of each client. Conversations regarding tax considerations, advance directives, charitable giving and end-of-life issues are included in planning conversations with her clients. Beth also brings experience assisting clients in the administration of trusts and estates. Beth is active in the Estate Planning Council of Indianapolis where she enjoys collaborating with other estate planning professionals to better serve their clients.
Outside of the office, Beth enjoys exercising, reading, organic gardening, trying new recipes and time with family and friends. Whether hiking in the mountains or exploring new walking trails with friends, Beth enjoys staying healthy and active. Beth is a currently on the Board of Directors for the Zionsville Chamber of Commerce serving on the Advocacy Committee for the Board. Beth also recently served as committee chair to establish Young Life College at her alma mater, DePauw University. Beth and her husband, Dan, enjoy living in Zionsville where they raised their children and are active in the local community.
Areas of Practice
Estate Planning
The desire to understand and control your personal and family financial situation is typically the primary objective in developing a reasoned and...
Trust + Probate Administration
Probate administration is the court process by which a will is proved valid or invalid, and the legal procedures wherein the estate of a decedent...
