LoisAnn Stanton - Austin, TX

Overview

Mrs. Stanton is a partner of Osborne, Helman, Scott, Knisely & Stanton, LLP. Mrs. Stanton specializes in probate and estate planning law and she is board certified in these practice areas. Her practice includes the representation of individuals with respect to their estate planning needs and the representation of fiduciaries and beneficiaries with regard to the administration of trusts and estates. She advises with regard to testamentary and lifetime gift and generation–skipping planning in addition to the use of family business entities, life insurance and life insurance trusts. She also provides advice concerning post-mortem tax planning, prepares federal estate tax returns and handles state probate proceedings for fiduciaries of estates and guardianships. In addition, Mrs. Stanton is a Certified Financial Planner® and has more than 14 years’ experience as a Director of Trust Services for a regional bank.

Education

• University of Texas School of Law (J.D., 1980)

• University of Texas School of Business Honors Program (B.B.A. with honors, 1978)

Practice Areas

• Estate Planning

• Probate, Estate & Trust Administration

• Philanthropy & Charitable Planning

Professional Certifications

• Board Certified, Estate Planning and Probate Law – Texas Board of Legal Specialization

• Certified Financial Planner®

• Certified Wealth Strategist®

Professional Memberships and Honors

• Recognized by Best Lawyers® for Trusts and Estates 2020

• Fellow, The American College of Trust and Estate Counsel

* Committee Member, Fiduciary Litigation Committee

* Committee Member, Technology Committee

* Committee Member, Communications Committee

* Former Member, Charitable Planning and Exempt Organizations Committee

• Martindale-Hubbell®, AV Peer Review Rating

• Martindale-Hubbell®, Bar Register of Preeminent Women Lawyers

• Life Fellow, Texas Bar Foundation

• Super Lawyer, Texas

• Member, American Bar Association

• Member, State Bar of Texas

• Member, Austin Bar Association

* Estate Planning Section

• Member, Real Property, Probate and Trust Law section of the State Bar of Texas

• Member, Estate Planning Council of Central Texas

• Chairman, University of Texas at Austin Gift Planning Advisory Council

• Past Director, Jefferson County Bar Association Foundation

• Past Director and Secretary, Jefferson County Bar Association

• Recipient, Outstanding Young Lawyer of Jefferson County, Texas

• Guardianship Advisory Board for State of Texas, Region 5, Appointed Representative 2004-2007

Publications and Presentations

• Author/Presenter, "Administration Pitfalls," and Co-Presenter, "Business Development," Wealth Management & Trust's 2018 Graduate Trust School (July 2018)

• Author/Presenter, "Administration Pitfalls," and Co-Presenter, "Business Development," Wealth Management & Trust's 2017 Graduate Trust School (July 2017)

• Author/Presenter, "Administration Pitfalls and Making Discretionary Decisions in Preparation of Court Review," Wealth Management & Trust's 2016 Graduate Trust School (2016)

• Author/Presenter, "Hot Topics," Texas Bankers Association's Intermediate Trust & Estate Administration Seminar (2016)

• Author/Presenter, "It’s a Matter of Discretion – How Trustees Make Discretionary Decisions in Preparation of Court Review," American College of Trust and Estate Counsel, Fiduciary Litigation Committee (Fall 2014)

• Author/Presenter, "Adding Value to Relationships – Always a Hot Topic," Texas Bankers Association Trust and Estate Administration Seminar (2014)

• Presenter, "What Every Planned Giving Professional Needs to Know About the Estate Planning Process," Planned Giving Council of Central Texas (2014)

• Author/Presenter, "Hot Topics for Trust Administration," Texas Bankers Association Trust and Estate Administration Seminar (2013)