Ann Lopez advises clients and partners on various estate planning, tax, asset protection, and other wealth preservation and wealth transfer matters by analyzing the tax consequences of transactions. Ann’s expertise includes comprehensive estate administration, including probate, trust administration, and estate tax returns for both taxable estates and portability purposes.
• Top Attorney, Fort Worth Magazine (2018, 2022-2024)
• Top Attorney – Wills, Trusts, Estates, and Probate, 360West Magazine (2024)
• Super Lawyers Rising Star (2019-2021)
• Adjunct Professor, Estate Planning & Drafting Course, Texas A&M University School of Law (Spring 2025)
• Guest Lecturer, Estate and Gift Tax, Texas A&M University School of Law Estate Planning Course (September 2024)
• Author & Presenter, “Life Estates: Drafting, Valuation, and Gift and Estate Tax Reporting,” State Bar of Texas Advanced Estate Planning & Probate Drafting (October 2023)
• Co-Author & Presenter, “Life Estates 1.0 – Rights and Responsibilities, Planning Alternatives, and Gift Valuation,” State Bar of Texas Annual Intermediate Estate Planning and Probate Course (June 2023)
• Presenter, “Engagement Agreements, Letters, and Terminations,” North Texas Probate Bench Bar CLE Seminar (March 2023)
• Co-Presenter, “Engagement Agreements, Letters, and Terminations,” State Bar of Texas Annual Estate Planning and Probate Drafting Course (October 2022)