Firm Profile

MORGAN K. TALBOT - Born in Jonesboro, Louisiana. He was admitted to the Texas bar in 1957. Education: University of Texas (B.B.A., 1950; LL.B., 1957). Appointed by the Governor of Texas to the Texas State Board of Podiatry (2009 - ) and the Texas State Independent Living Counsel (2001 - 2008). Former Law Professor at Reynaldo Garza Law School. Chairman and Lecturer, University of Texas-Pan American Estate Planning Seminar Series, 1982—. Member: Hidalgo County (President, 1964) Bar Association; State Bar of Texas (Member, Board of Directors, 1969-1972; Director, Insurance Trust, 1987-1989; Member, Grievance Committee District 12-B, 1973-1983; Chairman, 1976-1978; Vice-Chairman, Disciplinary Review Committee, 1984-1987). (Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization). Morgan has participated in many State Bar activities and committees and was a member of the Board of Directors from 1984 – 1987. For many years he has been a member of the Texas Grievance Committee and Texas Disciplinary Rules of Professional Conduct Committee of the State Bar.

Martindale-Hubbell® Peer Review Rating – AV Rated. (AV® Preeminent ™).

AREAS OF PRACTICE:

Wills

Estate Planning and Probate Law

Gift and Estate Tax

Guardianships

Estate and Gift Tax

Partnership Formation and Management

Corporate Formation and Management

Elder Law

Trust

CERTIFICATION/SPECIALTIES:

Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization

BAR ADMISSIONS:

U.S. District Court Southern District of Texas, 1958

State Bar of Texas, 1957

EDUCATION:

The University of Texas School of Law, Austin, Texas, 1957

The University of Texas at Austin, 1979, B.B.A.

Lamar College, Beaumont, Texas, 1947, Associate of Arts

CLASSES/SEMINARS LECTURER:

Former Law Professor at Reynaldo Garza Law School. 1986 to 1990

Former Professor – U.T. Pan American University, 1974 - 1979

Lecturer, Estate Planning Seminar Series, University of Texas-Pan American

Lecturer, United Auto Workers Union Legal,

Hidalgo & Cameron County Bar AssociationS

PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS:

State of Texas Podiatry Board Current State Director

Texas State Independent Living Council Former State Director

McAllen Chamber of Commerce Member

University of Texas – Pan American Foundation Member

McAllen Rotary Club Member (Past President)

State Bar of Texas Member (Former Member – Board of Directors)

State Bar of Texas, Probate, Trust and Estate Section Member

State Bar of Texas, Texas Grievance Committee Region 12-B Former Member

State Bar of Texas, Texas Insurance Trust Former Member

State Bar of Texas, Texas Disciplinary Review Committee Former Member (Former Chairman and Vice Chairman)

Hidalgo County Bar Association Member (Former Director and Past President)

Rio Grande Valley Estate Planning Council Member (Past President)

Hidalgo County Bar Association Member (Former Director and Past President)

Valley Independent Living Council Director

MARK M. TALBOT - PARTNER.

Born in McAllen, Texas. Admitted to the Texas bar in 1991. Also admitted to practice law in the U.S. District Court - Southern District of Texas.

Legal Experience Mark Talbot’s practice involves the preparation of wills, trusts and other estate planning documents, charitable planning, and estate administration and alternatives to administration. Additionally, he represents clients in contested litigation involving estates, trusts and beneficiaries, and tax issues. His practice also includes the organization and maintenance of business entities such as corporations, partnerships, and limited liability entities.

Education - Doctor of Jurisprudence, Michigan State University (DCL), 1990 - Bachelor of Arts, English, Texas Tech University, 1983 - Schreiner University, Associates of Arts, 1980

Professional Licenses - Attorney at Law, Texas, 1991 Court Admissions - Texas State Courts - United States District Court – Southern District of Texas - United States Tax Court

Speeches and Publications Mr. Talbot has been a speaker at numerous seminars, including: - University of Texas – Pan American Estate Planning Seminars (2006 – Present) - United Auto Workers Union – Estate Planning Seminar (2012) - Texas Municipal Association – Retirement Seminar (2012) - Legal Access Plans – Legal and Financial Planning (2012)

Professional Memberships and Activities • State Bar of Texas • Real Estate, Probate and Trust Law Section, Member • Rio Grande Valley Estate Planning Council, Member (President, 2006-Present) • Hidalgo County Bar Association, Member

Honors • Listed in Martindale Hubbell Legal Directory – Rating - Excellant • Listed in Marquis Who’s Who of American Lawyers

Community Involvement - Texas State Board of Social Worker Examiners, Board Member – Vice Chairman (2006 – 2012) - Ronald McDonald House Charities of RGV, Past Member and Legal Advisor (2006 – 2010)