Wendy Yates practices primarily in the areas of estate planning, elder law, probate, guardianship, and real estate. She can help you develop estate and business plans to your particular needs and wishes regardless of whether your estate is small or very large. She has helped clients plan for long term care, Medicaid, and family members with special needs as well as passing down family land, transitioning family businesses, protecting assets, and preserving wealth. She prepares simple and tax-planned Wills, revocable, irrevocable and special needs trusts, marital property agreements, contracts, business agreements, financial and medical powers of attorney, guardianship designations and other estate planning and business documents. She represents executors, administrators, guardians, and beneficiaries in probate and guardianship proceedings and trust and estate administrations, including family settlement agreements, mediations, and annual and final accountings. She also represents trustees and trust beneficiaries regarding funding, administering, modifying and terminating trusts. She prepares estate tax returns, annual gift tax returns, private letter rulings, and counsels clients regarding estate, gift, and generation-skipping tax matters. In addition, she assists people in buying, selling, and leasing residential, rural, and commercial properties and negotiating oil and gas leases. She works closely with clients’ trusted financial advisors, accountants, insurance agents and others to help clients reach their goals.
• Texas state courts
Phone: (979) 836-5664 Ext. 5624