Ann T. Loftus

Senior Counsel

loftusa@ballardspahr.com
Tel 215.864.8175
Fax 215.864.8999
Philadelphia

Ann Loftus has more than 30 years of experience advising tax-exempt organizations on the spectrum of nonprofit legal, fiduciary, and governance matters, as well as in planning and administration of estates and trusts.

Ann represents national, regional, and local nonprofit organizations, charitable trusts, and private foundations in corporate matters, obtaining and maintaining tax-exempt status, managing endowment funds, and raising charitable funds. She advises her nonprofit clients on cause-related marketing and planned giving programs, including charitable remainder trusts, charitable gift annuities, and pooled income funds.

Ann has handled all aspects of forming publicly supported tax-exempt organizations and numerous private foundations. She has been involved in mergers and demergers of tax-exempt health care institutions and has handled reformation proceedings for defective testamentary perpetual charitable trusts and split-interest trusts.

Ann also has an active Orphans’ Court practice representing nonprofit organizations and their endowment funds. She has deep experience in the areas of estate planning, estate and trust administration, and planning for income, estate, gift, and generation-skipping transfer taxes.

Ann has taught courses on exempt organizations, income taxes, and estate planning at Temple University Beasley School of Law and has been a frequent speaker to professional and civic groups on a variety of topics involving planned giving, taxation, and estate planning. She is active in professional organizations, including as a Fellow of the prestigious American College of Trust and Estates Counsel. Ann is listed in the 2020 edition of the Martindale-Hubbell Bar Register of Preeminent Women Lawyers, a peer review rating based on outstanding legal ability and ethical standards. The Best Lawyers in America, another prominent attorney rating guide, three times in recent years named Ann its Nonprofit/Charities Law "Lawyer of the Year" for Philadelphia.

Ann is active in the community, serving on the Board of Directors of Natural Lands, The Fabric Workshop and Museum, and the Marion Boulton "Kippy" Stroud Foundation.

Professional Activities

American College of Trust and Estates Counsel, Fellow

American Bar Association – Tax Section, Real Property, Probate, and Trust Law Section

Pennsylvania Bar Association – Tax Section, Real Property, Probate, and Trust Law Section

Philadelphia Bar Association – Tax Section, Probate and Trust Law Section

New York State Bar Association

Recognitions & Accomplishments

Martindale-Hubbell – Rated AV Preeminent

The Best Lawyers in America: Trusts and Estates (2005-2021), Nonprofit/Charities Law (2013-2021), Philadelphia Nonprofit/Charities Law "Lawyer of the Year" (2013, 2018, and 2020)

Pennsylvania Super Lawyers: Trusts and Estates (2006-2014), Nonprofit Law (2008-2014, 2017-2020)

Marquis Who's Who (2020)

Board Memberships

Member, Board of Directors, Natural Lands, The Fabric Workshop and Museum and the Marion Boulton "Kippy" Stroud Foundation

Temple University School of Law (J.D., magna cum laude, 1988)

Neumann College (B.A., summa cum laude, 1981)

Pennsylvania

New York

New Jersey