Maria Theresa Balto Lopez | Attorney
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About Maria Theresa
Maria’s practice emphasis is in the areas trusts and estate planning; wealth transfer; legacy planning; charitable planning, and elder law. She brings to her practice extensive experience in financial planning, having been a practicing fee-based financial planner for over a decade before starting her career in law. Maria’s understanding of financial planning and financial planning services allows her to work closely as a team with her clients’ other trusted advisors in the planning and implementation of their estate or legacy plan.
Maria has been a frequent guest speaker at numerous national conferences for financial services professionals and has also conducted educational workshops for clients and the general public on topics related to wealth transfer, estate planning, and charitable planning.
Education
Northwood University B.A.
Glatstein & Obrien LLP Highlights
Elder Law, Estate Planning, Guardianships & Conservatorships, Litigation, Wills & Probate, Trusts; Wills
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