JD, honors, St. Mary's University School of Law, 1984
MA, Urban Planning, The University of Texas at San Antonio, 1981
BA, American Studies, Wellesley College, 1971

While in law school, Nancy was Editor-in-Chief of the St. Mary's Law Journal and number one in her graduating class.

She was admitted to practice law in Texas in 1984.

• Texas State Bar

• Designing wealth transfer and succession plans that minimize gift, estate, inheritance and generation-skipping taxes
• Facilitating lifetime and testamentary charitable giving
• Working with business owners to minimize income and other taxes and to create a management and ownership succession plan
• Devising strategies to fund the costs of education for family members and to assist them during their formative years
• Coordinating and conducting family meetings with the appropriate business advisors to facilitate wealth education among family members and to provide a forum for informed discussion of wealth management
• Counseling clients on medical and health care arrangements for themselves and family members
• Preparing pre- and post-marital property agreements addressing community and separate property issue and potential claims
• Establishing family foundations, non-profit organizations, family limited partnerships, limited liability companies and closely held corporations, and providing ongoing legal advice to support their administrations

• Texas Super Lawyer, Thomson Reuters, 2005 - 2013
• Texas Top Rated Lawyer, LexisNexis Martindale-Hubbell, 2012 - 2014
• Lawyer of the Year, San Antonio: Trusts and Estates, Best Lawyers, 2018
• The Best Lawyers in America, Best Lawyers, 2006 - 2021
• The Best Lawyers in America, Trusts and Estates, Best Lawyers, 2006 - 2025
• Texas Women Lawyers, Best Lawyers, 2014

Nancy often speaks with local professional organizations on the topics of estate planning and business succession planning.

• Chartered Advisor in Philanthropy® (designation awarded by Richard D. Irwin Graduate School of the American College, Bryn Mawr, Pennsylvania)
• Texas Academy of Probate and Trust lawyers
• State Bar of Texas
  • Real Estate, Probate and Trust Law Section
  • Taxation Section
• San Antonio Estate Planner's Council 
• San Antonio Bar Association
• American Bar Association
• Chairman, Planned Giving Advisory Council of the San Antonio Chapter of the American Red Cross
• University of Texas Health Science Center
  • Planned Giving Committee
• First Presbyterian Church
• American Red Cross
  • San Antonio Area Chapter, Director and Chairman of Planned Giving Committee
• Cibolo Nature Center
• Texas Wildflower Research Center
• San Antonio Botanical Society
• The Witte Museum Association - Quillin Society
• American Quarter Horse Association
• Texas Quarter Horse Association