Mr. Moorman plans estates ranging in size from modest estates to estates in excess of $100 million. He counsels numerous clients in estate planning and probate matters. This includes preparing complex wills, containing provisions for testamentary trusts, marital deduction trusts, generation skipping trusts, life insurance, and powers of appointment (both general and special). He also prepares estate (Form 706) and gift (Form 709) tax returns.
He represents clients before the IRS in audits and obtaining private letter rulings. He has helped clients establish family limited partnerships, corporations, private foundations, charitable trusts, limited liability companies, revocable and irrevocable trusts, pourover wills, insurance trusts, Crummey trusts, durable general and health care powers of attorney, buy-sell agreements, directives to physicians, and guardianship designations.
He has successfully counseled clients in transferring family businesses from one generation to the next. He tries will contests and contested guardianships as well as other contested probate proceedings to juries and judges. He prepares qualified income trusts, special needs trust and advises clients on Medicaid qualification.
Contact R. Hal Moorman
REMINDER: This listing is a free service of TexasLandCAN.
R. Hal Moorman is not employed by or affiliated with the Texas Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.
Contact R. Hal Moorman
Moorman Tate Haley Upchurch & Yates, LLP
207 East Main St.
Brenham, TX 77833
Phone: 979-836-5664
Fax: 979-830-0913
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