The law. The plan. The follow-through.

Norris Lozano

A 30+ year Texas attorney whose practice moves across commercial finance, federal tax credit finance, tax resolution, and estate planning — and who builds the AI-augmented infrastructure his firm runs on himself.

Norris is admitted to the State Bar of Texas (Bar No. 12647700), the United States Tax Court, and the United States District Court for the Northern District of Texas. His career spans eighteen years as a Downtown Dallas law partner, $180 million in New Markets Tax Credit allocation secured from the U.S. Treasury as CEO of the $350 million Portland Family of Funds, more than $1.1 billion in tax credit transactions, and taxpayer representation before the IRS and in U.S. Tax Court. Through Medicaid Filing Connections, he has advised Texas families on Medicaid-qualified estate preservation.

Dr. Amy Arp

Amy Arp founded Medicaid Filing Connections to guide Texas families through one of the hardest transitions a family faces: a parent or spouse moving into long-term care, and the Medicaid qualification that has to be in place to pay for it.

Working alongside attorney Norris Lozano, Amy coordinates the practical side of that work — eligibility analysis, application preparation and filing with Texas Health and Human Services, facility coordination, and the family conversations that surround a nursing home placement — while the legal advice, drafting, and professional responsibility remain with the attorney.

A social worker by training, Amy holds a Master of Social Work and a doctorate from Trinity. And she literally wrote the book on this work: Senior Transitions 101, her plain-English guide for families facing a loved one’s move into long-term care — the same judgment, distilled, that she brings to every family the firm serves.

Mark Joseph Morales

Mark Joseph Morales supports the firm's elder law and Medicaid planning matters under the direction of attorney Norris Lozano — legal research, document preparation, and case and financial analysis that keep files moving from first intake through application and approval.

Mark holds a Juris Doctor and an MBA, with professional accounting experience — a combination of legal, business, and financial training that is unusually well matched to Medicaid planning, where the files run on both documents and numbers.

Mark is not a licensed attorney and does not provide legal advice; his work is performed under the supervision and professional responsibility of the firm's attorney.

Dallas Miles

Dallas Miles works on the question that comes before the legal one: whether a Texas family facing a long-term care decision finds a lawyer who does this work at all, and understands what that lawyer can protect, while there is still time for the planning to matter.

Working with attorney Norris Lozano, Dallas sets the firm’s client acquisition and brand strategy — audience research, channel selection, content planning, and measurement — and is asked to challenge the assumptions behind it. Her work concerns how the firm is found and understood. It does not touch client matters, and no legal advice, drafting, or professional responsibility passes through it.

Dallas holds a master’s degree in digital audience strategy, with extensive experience across enterprise and government organizations.