R. Hal Moorman

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

Moorman Tate Haley Upchurch & Yates, LLP
207 East Main St.
Brenham, Texas  77833
Phone: 979.836.5664 x 5613
Fax: 979.830.0913


Service Area

Statewide service provider in:
  • Texas

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