R. Hal Moorman - Moorman Tate Haley Upchurch & Yates, LLP

R. Hal Moorman

Listed in Best Lawyers since 2001

The Best Lawyers in America 2001-Present; Lawyer of the Year 2013 Litigation - Trusts & Estates Houston - Best Lawyers;Texas Super Lawyer 2003-Present; Board Certified, Estate Planning and Probate Law and Civil Trial Law, Texas Board of Legal Specialization.  Hal is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves as Texas State Chair and Regent. Hal is a board member of the Texas Board of Legal Specialization.

Estate Planning Practice   Planned estates ranging in size from modest estates to estates in excess of $80 million. Counseled numerous clients in estate planning and probate matters. Prepared hundreds of complex wills, containing provisions for testamentary trusts, marital deduction trusts, generation skipping trusts, life insurance, and powers of appointment (both general and special). Prepared and filed numerous federal estate (Form 706) and federal gift tax(Form 709) returns. Prepared family limited partnerships, grantor retained annuity trusts (GRAT), qualified personal residence trusts (QPRT), Graegin notes, intentionally defective grantor trusts (IDGT), corporations, private foundations, charitable trusts, limited liability companies, revocable and irrevocable trusts, pourover trusts, insurance trusts, Crummey trusts, durable general and health care powers of attorney, buy-sell agreements, directives to physicians, and guardianship designations. Counseled clients in business succession planning. Handled both intestate and testate probate administrations from beginning to end. Represented taxpayers in audits of estate tax returns. Successfully obtained private letter rulings in the estate tax area. First chair experience in trying will contests and contested guardianships as well as other contested probate proceedings to juries and judges. Sought and obtained judicial modification of trusts. Prepared qualified income trusts, special needs trusts, and advised clients on Medicaid qualification.   Civil Trial Practice   First chair bench and jury trial experience in personal injury, contract, commercial, condemnation, deceptive trade practice, will contest, oil and gas, and other areas of law in district and county courts. Litigation in both state and federal courts. Represented clients in alternate dispute resolution including both arbitration and mediation. Served as an arbitrator. Participated in contested case hearings as a member of the Texas Air Control Board, the former Texas agency responsible for regulating air pollution in Texas.               

Additional Information

Board Certified: Estate Planning and Probate Law and Civil Trial Law - Texas Board of Legal Specialization

Board Certified by Texas Board of Legal Specialization 

Massachusetts Institute of TechnologyBS 1971Southern Methodist University School of LawJ.D. 1976
American College of Trust and Estate CounselTexas Board of Legal SpecializationBaylor-Scott& White - BrenhamSave Our Simon

Office Location

207 East Main Street
Brenham, TX 77833
United States

Lawyer of the Year Awards

2013 Lawyer of the Year in Litigation - Trusts and Estates of the Houston Metro Area
R. Hal Moorman has earned a Lawyer of the Year award for 2013!

Practice Areas

Litigation - Trusts and Estates
Trusts and Estates (Elder, Estate Planning, Fiduciary Duties, Litigation, Partnership and Limited Liability, Planning for Closely Held Businesses, Probate, Succession Planning, Tax)

Other Information

Gender: Male