Glen A Yale
Estate Planning
We all want to pay our fair share of taxes, but none of us wants to pay more than we have to. Preparing to minimize estate taxes and effectively to pass on assets to heirs can be a difficult and complex process for an individual to undertake. Our probate and estate planning attorneys understand the factual, legal, and emotional issues involved in probate and estate planning. We act not only as qualified attorneys, but also as counselors, in preparing wills, trusts, powers of attorney, physician's directives, and other documents for our clients to ensure that wealth accumulated over a lifetime is most efficiently passed on to the client’s heirs.
Fellow - American College of Trust & Estate Counsel
Glen A Yale
Stumpf Farrimond PC
112 E Pecan St #700
San Antonio TX 78205
Tel: 210 231-0919
Fax: 210 231-0004
E-mail: gyale@sftxlaw.com
Practice Areas
- Estate Planning
- Probate
- Nonprofit and Tax-Exempt Organizations
Mr. Yale represents high net worth individuals in estate planning, trusts and estates, probate litigation, charitable planning including private foundations, tax-exempt organizations, and marital property law matters. He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.
Prior to joining the firm, Mr. Yale was Senior Counsel with Holland & Knight, and prior to that he was a shareholder in a San Antonio law firm where he practiced for nearly 22 years. Before entering private practice, Mr. Yale served as a Captain in the U.S. Army Judge Advocate General's Corps.
Mr. Yale has advised high net worth individuals, as well as those with more modest estates, on the federal estate and income tax aspects of their estate planning, as well as the important family considerations of whom will receive the property and in what form, outright or in trust. He has written extensively on preparing the Form 706, U.S. Estate Tax Return, and presented professional programs locally, state-wide, and nationally through Notre Dame Tax Institute and the University of Miami School of Law Heckerling Estate Planning Institute, the two largest professional estate planning programs in the country, and the Southern Federal Law Institute.
Mr. Yale represents executors and trustees in administering estates and trusts, and in other estates he represents beneficiaries in enforcing their full rights to property in the estate or trust. As lead probate counsel in contested temporary administrations, guardianships, estate administrations, and will contests involving combined estates in excess of $500 million in value, Mr. Yale has litigated issues of testamentary capacity, fiduciary responsibility, marital property, undue influence, and will interpretation among others.
Mr. Yale organizes public charitable organizations, as well as private foundations. He plans and drafts charitable remainder trusts and charitable lead trusts, and advises individuals on the tax aspects of significant charitable contributions and enforcing the donor's intent.
Mr. Yale has advised individuals and organizations on their legal responsibilities and potential liabilities arising from the activities of nonprofit organizations in Texas. He has advised tax exempt organizations in reorganizations, such as mergers, and advised organizations, such as nursing homes, in separating activities that may give rise to liability from their assets and he has advised existing organizations contemplating creation of endowment funds how to protect newly raised funds from future liability. He has also advised on employee theft, governmental investigations, donor intent, federal income taxation and state franchise taxation, among other issues. Mr. Yale has advised charter schools on legal issues in their operations.
Mr. Yale advises on Texas marital property law, prepares both pre-marital and post-marital property agreements, and advises on marital property issues upon termination of marriage by death. He is also sought out for advice on marital property as it relates to asset protection.
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