Moorman Tate Haley Upchurch & Yates, LLP PROVIDING QUALITY LEGAL SERVICES TO CLIENTS ACROSS TEXAS SINCE 1954 979-836-5664
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R. Hal Moorman - Publications and Speaking Engagements

Course Director: 2011 Advanced Estate Planning Strategies Course; 2002 Advanced Estate Planning and Probate Course; 2003 & 2004 Nuts & Bolts of Estate Planning and Probate Institute; 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2015 and 2016 Annual Building Blocks of Wills, Estates and Probate Course - all State Bar of Texas courses
Editor: Real Estate, Probate and Trust Law Reporter, State Bar of Texas 2006 -2009;
Author/Speaker: “Now You See It, Now You Don’t:  The Impact of Contracts and Constraints on Disposition of Assets at Death” - 18th Advanced Estate Planning Strategies Course (2012)
Author/Speaker: “Effective Use of 867 Trusts and Issues Pertaining to Competency” - Trust Administration Seminar (2012)
Author/Speaker: “No Sex, No Lies, Engagement Agreements and Other Issues in Light of the New/Proposed Disciplinary Rules: - 34th Annual Advanced Estate Planning and Probate Course (2010); “Rules of Engagement:  Applying the Disciplinary Rules to Your Probate and Estate Planning Practice - 35th
Annual Advanced Estate Planning and Probate Course (2011)
Speaker: “What has Six Years of the Investment UPIA Done, If Anything?  Should We ‘Draft Around,’ ‘Modify,’ or Just Punt?”, American College of Trust and Estate Counsel Fall Meeting (2011)
Co-Author/Speaker: “Where the Rubber Meets the Road:  How Drafting Affects Discretion in Action” - 20th Annual State Bar of Texas Advanced Estate Planning & Probate Drafting Course - 2009;  Docket Call in Probate Court – San Antonio Estate Planning Council - 2011;  “Discretion in Action” - 15th Annual State Bar of Texas Advanced Estate Planning Strategies (2009)
Panelist: "Bucket Lists for Partnerships: Preparing for IRS Audits Before Death" - Attorneys for Family Held Enterprises - 2008;
Co-Author/Speaker: Family Limited Partnerships:  A Practical Guide to Fighting Legal Pitfalls - American Bar Association, Joint Fall Meeting, Tax Litigation and Controversy Committee, 2006;
Co-Author: Estate Planning is Not Going to Disappear!  Services You Will Be Providing Tax Sheltered Estates: When an Estate is Less Than 1 Applicable Exclusion?  Less than 2?  Greater Than 2 NOW but with Repeal a Possibility.  “Just Need A Simple Will, Eh?”  Will Your Practice Disappear?  Techniques Used to Permanently Tax Shelter an Estate If “Permanent Repeal” Is Not Adopted? - Annual Notre Dame Tax and Estate Planning Institute (2005);
Co-Author/Speaker: “When the Music’s Over - Turn Out the Lights”…Estate Planning in a Zero Tax Environment” - State Bar of Texas - Advanced Estate Planning Institute (2005);
Author/Speaker: “Don’t Come to my Office with Suing Me on your Mind - Ethical Engagement Letters”, State Bar Webcast 2006 Annual Wills & Probate Institute, South Texas College of Law;  Houston Bar Association 2001-2006; State Bar of Texas Advanced Tax Law Course, 2007; Advanced Estate Planning Drafting Course, 2007; Advanced Real Estate Course, 2008; Annual Seminar of the  Estate Planning & Probate Section - Travis County Bar Association - 2011;
Author/Speaker: “Can I say “No” to the Next Fund Drive - “I Have a Conflict of Interest”?  Ethical Issues for Estate Planning Lawyers Dealing with Charities and Donors”;
Moderator: State Bar of Texas - Charitable Giving Institute (2004);
Author/Speaker: “Searching for WMDs for FLPs:  Destroying the Family Limited Partnership on Divorce”, State Bar of Texas, New Frontiers in Marital Property Law 2003;
Moderator/Author: “Selection of Trustees:  How do you pick the right Trustee for your Plan?”  Advanced Estate Planning Strategies Course, State Bar of Texas (2003);
Author/Speaker: “Fee Contracts:  Getting Paid, Keeping Clients Happy and Staying Ethical”, Litigation Breakout, 25th Annual Advanced Estate Planning and Probate Course State Bar of Texas (2001);
Author/Speaker: “Getting’ Down to Bidness A Survey on Economics, Practice Management and Life Quality Issues for Texas Estate Planning and Probate Attorneys at the Turn of the Century”, 24th Annual Advanced Estate Planning and Probate Course, State Bar of Texas (2000);
Author/Speaker: “Revenge of the Nerds.  Automating your Practice”.  14th Annual Wills & Probate Institute, South Texas College of Law (2000);
Author: “When Premarital Agreements May Be Appropriate”  9 Sound Mind Investing 80 (1998);
Speaker: “Texas Law Update”  1991 State Bar Meeting;
Co-Author/Speaker: “Fiduciary Selection” - 1991 State Bar Advanced Estate Planning and Probate Course;
Speaker: “Sale or Disposition of Personal Property Collateral,”  17th Annual State Bar Advance Real Estate Law Course