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Attorneys

Maria Theresa Balto Lopez 
Denver, Colorado
Associate
phone 303-757-4342
fax (303) 757-4570
email Email Me

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.

Areas of Practice:
Trusts and Estates
Legacy Planning
Charitable Planning
Estate Planning for Non-Traditional Families
Elder Law
Bar Admissions:
Colorado, 1996
Education:
University of Denver College of Law, Denver, Colorado, 1995
J.D.
Honors: University of Denver College of Law, Best Oralist


Northwood University, Midland, Michigan, 1992
B.A.


College for Financial Planning, Denver, Colorado, 1987


Professional Associations and Memberships:
Colorado Bar Association, Trusts and Estates Section


Women’s Estate Planning Council


Financial Planning Association of Colorado Wealth Counsel


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