Lois Ann Stanton
Partner
Profile
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)
Professional Memberships and Honors
- Recognized by Best Lawyers® for Trusts and Estates (2020 – present)
- 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
- Selected to the Texas Super Lawyers list, sponsored by Thomson Reuters and published in Texas Monthly (2006, 2020 - present)
- 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
Select Publications and Presentations
Asset Protection: Domestic and International Law and Tactics (four volumes; updated quarterly)
West Group
Publication
Contributing Author/Co-Editor
1995
A Brief History of Asset Protection Trusts
ALI CLE Estate Planning Course Materials Journal, January 2022
Publication
Author
2022
Truth, Transparence, and The Right of Privacy
The American College of Trust and Estate Counsel Law Journal, Volume 46, Number 3, Summer 2021
Publication
Author
2021
The Financial Action Task Force and the Legal Profession
New York Law School Law Review, 2014/15, Volume 59, Number 3
Publication
Author
2015
Asset Protection Trusts Under Attack – Views from the Bench and Bar
49th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Co-Author/Presenter
2015
Asset Protection Trust Planning Using Traditional Estate Planning Techniques
Community Foundation of Southern New Mexico, 32nd Annual Estate Planning Institute, Las Cruses, New Mexico
Presentation/Publication
Co-Author/Presenter
2015
The Financial Action Task Force and The Good Practices Guidance
New Mexico State Bar 2012 Bridge the Gap, Albuquerque, New Mexico; The American College of Trust and Estate Counsel Southeast Regional Meeting, Savannah, Georgia; The National College of Probate Judges, Jekyll Island, Georgia; Connecticut Bar Association Probate Section Meeting, New Haven Connecticut; The American College of Trust and Estate Counsel New England Regional Meeting, Mashantucket, Connecticut
Presentation/Publication
Author/Presenter
2011
The Financial Action Task Force and Its Impact on The Practice of Law
33rd Annual Advanced Estate Planning and Probate Course, Houston, Texas (2009); 44th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Author/Presenter
2009
Asset Protection: Trust Planning
American Law Institute – American Bar Association Course of Study, Planning Techniques for Large Estates, New York, New York (April, 2009)
Presentation
Co-Author/Presenter
2009
Converting an Asset Protection Trust into a Tax-Efficient Wealth Reserve
U.S. Taxation of International Operations
Publication
Co-Author
2003
The Influence of Spanish and Mexican Laws on the Property and Probate Laws of Texas
The International Academy of Estate and Trust Law, Santiago, Chile
Presentation/Publication
Co-Author/Presenter
2003
Publications and Presentations
All Publications and Presentations
Administration Pitfalls,” and Co-Presenter, “Business Development
Administration Pitfalls,” and Co-Presenter, “Business Development
Wealth Management & Trust’s 2018 Graduate Trust School
Presentation/Publication
2018
"Administration Pitfalls,” and Co-Presenter, “Business Development"
"Administration Pitfalls,” and Co-Presenter, “Business Development"
Wealth Management & Trust’s 2017 Graduate Trust School
Presentation/Publication
2017
Hot Topics
Hot Topics
Texas Bankers Association's Intermediate Trust & Estate Administration Seminar
Presentation/Publication
2016
Administration Pitfalls and Making Discretionary Decisions in Preparation of Court Review
Administration Pitfalls and Making Discretionary Decisions in Preparation of Court Review
Wealth Management & Trust's 2016 Graduate Trust School
Presentation
2016
Adding Value to Relationships – Always a Hot Topic
Adding Value to Relationships – Always a Hot Topic
Trust and Estate Administration Seminar, Texas Bankers Association
Presentation
2014
What Every Planned Giving Professional Needs to Know About the Estate Planning Process
What Every Planned Giving Professional Needs to Know About the Estate Planning Process
Planned Giving Council of Central Texas
Presentation
2014
It’s a Matter of Discretion – How Trustees Make Discretionary Decisions in Preparation of Court Review
It’s a Matter of Discretion – How Trustees Make Discretionary Decisions in Preparation of Court Review
Fiduciary Litigation Committee, American College of Trust and Estate Counsel
Presentation
2014
Hot Topics for Trust Administration
Hot Topics for Trust Administration
Texas Bankers Association Trust and Estate Administration Seminar
Presentation/Publication
2013
