Moorman Tate Haley Upchurch & Yates, LLP PROVIDING QUALITY LEGAL SERVICES TO CLIENTS ACROSS TEXAS SINCE 1954 979-836-5664
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Wendy Yates

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.

Distinctions and Experience

  • Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization
  • Recognized in 2016 Texas Super Lawyers list in Estate Planning & Probate, by Super Lawyers®, a Thomson Reuters business
  • Recognized in the 2009 Texas Rising Stars list in the fields of Estate Planning & Probate by Super Lawyers®, a Thomson Reuters business
  • Law Review Note & Comment Editor, South Texas College of Law
  • Order of the Lytae and Phi Delta Phi Honors Fraternity
  • More than 10 years of working with adults and children with disabilities and their families prior to becoming a lawyer
  • Speaker on estate planning, probate and special needs trusts
  • Five years prior legal experience with Chamberlain, Hrdlicka in Houston Texas

Education

  • Rice University, B.A. & B.A., 1990
  • South Texas College of Law, J.D., magna cum laude, 2002

Court Admissions

 •  Texas state courts

Memberships

  • State Bar of Texas – Real Estate, Probate & Trust Law Section
  • National Academy of Elder Law Attorneys
  • Washington County Bar Association (Past Officer)
  • American Bar Association - Real Property, Probate & Trust Law Section

Community Involvement

  • Volunteer Services Council, Brenham State Supported Living Center (Past Chair)
  • Brenham Rotary Club (Past President)
  • Washington County Chamber of Commerce (Past Director)
  • SIRE therapeutic horse riding program volunteer
  • Salt Grass Trail Ride

Partner

Practice Emphasis

  • Estate Planning
  • Elder Law
  • Probate
  • Guardianship
  • Business Law
  • Real Estate
  • Oil & Gas

Phone:  (979) 836-5664 Ext. 5624
yates@moormantate.com