Wendy Yates practices primarily in the areas of estate planning, elder law, and probate. She assists people in developing estate plans to meet their particular needs and wishes regardless of whether their estates are small or very large. She has helped clients with insolvent estates and estates worth millions of dollars. She prepares simple and tax-planned Wills, revocable and irrevocable trusts, life insurance trusts, generation-skipping trusts, marital property agreements, general powers of attorney, living wills, medical powers of attorney, guardianship designations and other estate planning documents. She assists people with establishing and managing closely-held family entities, including family limited partnerships, corporations and limited liability companies. She also represents executors, administrators, and beneficiaries in probate proceedings and estate administrations, including family settlement agreements, mediations, litigation, and annual and final accountings. She also represents trustees and trust beneficiaries regarding funding, administering, modifying and terminating trusts. She prepares estate tax returns and annual gift tax returns and counsels clients regarding estate, gift and generation-skipping tax matters. She works closely with clients’ trusted financial advisors, accountants, insurance agents and others to help clients reach their goals.
EDUCATION
Rice University, B.A./B.A., 1990
South Texas College of Law, J.D., magna cum laude, 2002
EXPERIENCE
Moorman, Tate, Moorman, Urquhart & Haley, L.L.P.
(2007 - present)
Chamberlain, Hrdlicka, White, Williams & Martin,
Houston, Texas (2002 - 2007)
South Texas College of Law, Houston, Texas,
adjunct professor (2002 - 2007)
The Center Serving Persons with Mental Disabilities,
Houston, Texas (1995 -2000; 1990 - 1991)
ARC and KETCH, Wichita, Kansas (1993)
MHMRA of Harris County, Houston, Texas (1991 - 1992)
PROFESSIONAL AFFILIATIONS
American Bar Association
State Bar of Texas
Real Property, Estate and Probate Sections
Washington County Bar Association, Officer
Harris County Bar Association
CIVIC ACTIVITIES
Brenham Rotary Club, Vice-President
Washington County Chamber of Commerce Leadership Program
Volunteer Services Council, Brenham State Supported Living Center, Officer
SIRE therapeutic horse riding program
Salt Grass Trail Ride
Houston Live Stock Show & Rodeo
EDUCATIONAL ACHIEVEMENTS
South Texas College of Law:
Law Review, Note & Comment Editor
2000 Best Law Review Article
Order of the Lytae
Phi Delta Phi Legal Honors Fraternity
Langdell Scholar
Dean’s List and Honors Scholarships
American Jurisprudence High Grade Awards
Moot Court Brief and Team Awards
- Texas Administrative and Public Law Section Competition,
Austin, Texas
- George Washington University National Security Competition,
Washington, D.C.
- Spurgeon E. Bell Memorial Competition, Houston, Texas
ADMISSIONS TO COURTS
All Texas state courts
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