Ann Lopez

BIOGRAPHY

Ann Lopez is a partner at the firm, specializing in the Estate Planning and Probate Section. She holds a Board Certification with the Texas Board of Legal Specialization. Her practice focuses on estate planning services to a diverse clientele encompassing individuals with varying levels of net worth. Her expertise lies in effectively utilizing various types of trusts to meet clients’ specific objectives regarding estate and gift tax, asset protection, and wealth transfer strategies.

In addition to her proficiency in estate planning, Ms. Lopez’s practice encompasses comprehensive estate administration. This includes handling probate proceedings, overseeing trust administration from initial funding to final termination, and diligently preparing Estate Tax Returns (Form 706) for both taxable estates and portability purposes.

AFFILIATIONS

• Rocky Mountain Fellows Institute of The American College of Trust & Estate Counsel, Class 1 Participant
• Texas Bar Foundation, Fellow, 2023, 2024
• The College of the State Bar of Texas, 2015–2024
• Tarrant County Probate Bar Association
  • Member 2011–2024
  • Board, 2016–2020
• North Texas Community Foundation, Board, 2022-2024
• WORTH – North Texas Community Foundation
  • Member 2015-2022
  • Steering Committee 2016–2021
• Friscovania
  • Founding Organizer
  • Member 2016–2019

HONORS

• Top Attorney, 360 West magazine, 2024
  • Wills, Trusts, Estates and Probate
• Top Attorney, Fort Worth Magazine, 2018, 2022-2024
  • Wills, Probate, Estates, Trust
• Super Lawyers Rising Star, Thomson Reuters, 2019-2021
  • Estate Planning

EDUCATION

• Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization, 2017
• Texas Wesleyan University School of Law, J.D., 2010
  • Dean’s List
• Texas Christian University, B.S., 2003

ADMISSIONS

• State Bar of Texas

SPEECHES & PUBLICATIONS

• 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