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Ana Karen Beltran

Ana Karen Beltran

Associate, Austin
512.236.2277
kbeltran@jw.com
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Biography Practice Experience Community Involvement News & Insights
Ana Karen Beltran

Ana Karen Beltran

Associate, Austin
512.236.2277
kbeltran@jw.com
Email LinkedIn vCard Print
Practice Experience Community Involvement Attorney News

Experience

  • Corporate Governance
  • Transactional Tax Planning

Biography

Ana Karen Beltran is an associate in the Trusts & Estates practice at Jackson Walker’s Austin office. With a focus on the development and implementation of estate plans, Ana Karen plays a crucial role in helping clients manage their wealth and protect their assets. Her practice extends to various aspects of estate law.

Ana Karen’s expertise includes drafting wills, trusts, and healthcare and financial power of attorney documents. Ana Karen is also experienced in creating grantor-retained annuity trusts and dynasty trusts.

Beyond her legal practice, Ana Karen mentors aspiring legal professionals and is actively involved in community service.

Additional Languages

Spanish

Education

B.B.A., St. Mary’s University

J.D., Loyola University Chicago School of Law

  • Business Law Society, Latino Law Student Association, and Women’s Law Society
  • Transactional Law Certificate
  • Tax Law Certificate

Bar Admissions

Texas

Illinois

  • Counseled high-net-worth clients regarding the design and implementation of complex estate planning and tax matters.
  • Prepared estate plans for estates in the range of $4M to $100M, including wills, trusts, and health care and financial power of attorney for high-net-worth individuals residing in Illinois, Florida, New Mexico, New York, South Carolina, Pennsylvania, and Tennessee.
  • Counsel clients on succession planning for multiple generations.
  • Drafted grantor retained annuity trusts, separate property trusts, and generation skipping trusts.

  • Illinois State Bar Association

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December 16, 2024
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Practice Experience

  • Counseled high-net-worth clients regarding the design and implementation of complex estate planning and tax matters.
  • Prepared estate plans for estates in the range of $4M to $100M, including wills, trusts, and health care and financial power of attorney for high-net-worth individuals residing in Illinois, Florida, New Mexico, New York, South Carolina, Pennsylvania, and Tennessee.
  • Counsel clients on succession planning for multiple generations.
  • Drafted grantor retained annuity trusts, separate property trusts, and generation skipping trusts.

Community Involvement

  • Illinois State Bar Association

Practice Areas

  • Trusts & Estates

Experience

  • Corporate Governance
  • Transactional Tax Planning

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