PARTNERS
EDWARD B. WINN, September 23, 1920 – March 11, 2007
G. WARD BEAUDRY, (P.C.), born Boston, Massachusetts, May 23,1941; admitted to bar, 1965, Texas; 1969, U.S. Supreme Court. Education: Austin College (B.A., with honors, 1963); University of Texas (J.D., 1965). Phi Alpha Delta. Author: "Administration of the Estate in Texas"; “Elder Law in Texas"; "A Practical Guide to Estate Administration in Texas"; “Advanced Estate Planning Techniques in Texas”; “Fundamental Problems & Procedures in Texas Probate Administration 2005”; Trust Seminar, 2005; "How to Draft Wills and Trusts in Texas"; (2001 & 2004) “Tax Aspects of Texas Limited Liability Companies.” Speaker: Probate Trusts and Estate Section, Dallas Bar Association, 1985‑1987; 1990, 1992, 1995 and 1996. NBI ‑ Administration of the Estate in Texas; 1991, 1993, 1996, 1997, 1999, and 2000 and 2001, 2003, and 2004; NBI ‑ Elder Law in Texas, 1992, 1994, 1996, 1997 and 1999 and 2001; Estate Planning, 1998, 2000, 2001. Tax Aspects of Limited Liability Companies in Texas, 2002, 2007. How to Draft Effective Wills and Trusts for Your Clients in Texas-2005; LLC v. LLP in Texas: Which Entity is Best for Your Client-2005 Medical Assistance Planning – 2006; Fundamental Issues In Elder Law-2007; Financial Statement Analysis: Understand and Interpret Financial Results for Better Management, Investment and Credit Decisions-2007. Accounting for Estates and Trusts in Texas, 2006; Estate Administration Procedures, 2008; The Probate Process from Start to Finish, 2008; Successful Wealth Transfer Strategies, 2008. Trained Arbitrator and Mediator, American Arbitration Association and Certified Guardian Ad Litem. Participating Attorney in the AARP Legal Services Network. Member: Dallas (Member Council, 1970, Section of Probate, Trusts and Estates, 1970; Council, 1980‑1986; Secretary and Treasurer, 1982‑1984; Chairman‑Elect, 1984-1985; Chairman, 1985‑1986; Alternative Dispute Resolution Section, 1993), Federal and American (Member, Section of Real Property, Probate and Trust Law, Litigation and Dispute Resolution Committee and Alternative Dispute Resolution Section) Bar Associations; State Bar of Texas (Member, Section of Real Property, Probate and Trust Law; Chairman, Subcommittee on Claims, 1986‑1990; Alternative Dispute Resolution Section); Dallas Estate Planning Council; Accredited Veteran Attorney with the Department of Veterans Affairs; National Eldercare Professionals Community; North Texas Estate Planning Council (Charter Member, Board of Directors, 1997); College of the State Bar of Texas. Life Fellow: American, Texas and Dallas Bar Foundations; Pro Bono College of the State Bar of Texas Sustaining Member, 2003- ____. Accredited Estate Planner, 1995- ___; National Association of Estate Planning Councils, 1995 - _____; National Academy of Elder Law Attorneys, 2000- _____; Member, College of the State Bar of Texas, 2000- ; [Lt. Col. U.S.M.C.R., 1965‑1969]; Charter Member of ElderCare Matters. PRACTICE AREAS: Estate Planning; Probate and Trust Law; Elder Law; Trust and Estate Litigation; Corporate Litigation; Family Business and Succession Planning; Mediation; Member, American Red Cross Planned Giving Committee.
Email: gwb@wbwllp.com
ASSOCIATE
Christian S. Kelso, Esq.was born in Dallas, Texas January 23, 1979 and admitted to the State Bar of Texas in 2008. Mr. Kelso was awarded his LL.M. in taxation from Southern Methodist University in 2010 and his J.D., also from Southern Methodist University, in 2008. Mr. Kelso earned his B.A. from the University of Texas at Austin in 2001 and graduated a member of the 12-Year Club from St. Mark’s School of Texas in 1997. Mr. Kelso studied law at the University of Oxford, in Oxford, England, and spent a year during college studying at the Paris Lodron University of Salzburg, in Salzburg, Austria. As a law student, Mr. Kelso also interned at both the Probate Court in Dallas County and the Securities and Exchange Commission in Ft. Worth. Mr. Kelso's practice covers a wide array of transactional matters, including drafting wills, living trusts and other estate planning documents as well as the implementation of irrevocable life insurance trusts (ILIT's), grantor retained annuity trusts (GRAT's), charitable remainder trusts (CRT's), qualified personal residence trusts (QPRT's) and qualified domestic trusts (QDOT's). Mr. Kelso also assists clients with the establishment and oversight of business entities, including family foundations, closely held corporations and family limited partnerships (FLP's). Additionally, Mr. Kelso accepts guardianship and probate matters. Mr. Kelso is a member of both the Tax and the Probate, Trusts & Estates Sections of the Dallas Bar Association. He is also member of the Dallas Association of Young Lawyers’ Elder Law Committee and 2010-11 Leadership Class. Mr. Kelso speaks both German and Spanish and enjoys acting in community theater. Mr. Kelso is a frequent speaker to groups of individuals, professionals, churches, chambers of commerce and other groups on estate planning, tax planning, wealth preservation, elder law (Medicaid planning) and related issues. If you would like Mr. Kelso to speak at an event, please call our office! Mr. Kelso’s publications include: Examples of Changing Technology and the Expanding LNG Market, (selected as first runner up in the 2007 Student Writing Competition of the Association of International Petroleum Negotiators:( Click To View Article);
New Beneficiary Notice Need Not Be a Hassle, Published in Headnotes (Dallas Bar Association Newspaper), August, 2008 (Click To View Article);
Going the Extra Mile When Drafting Wills, Published in Headnotes (Dallas Bar Association Newspaper), December, 2011 (Click To View Article)
and Fundamentals of Estate Planning and Why They Matter, Published in Dallas Goethe Center Newsletter, December, 2011.
Email: csk@wbwllp.com
OF COUNSEL
MARGARET L. VANDERVALK, born Miami, Florida, December 30, 1947; admitted to bar, 1976, Florida: 1977, Texas, U.S. District Court, Northern District of Texas and U.S. Court of Appeals, Fifth and Eleventh Circuits; U.S. Supreme Court. Education: Florida State University (B.S., 1969; J.D., with high honors, 1976). Phi Alpha Delta. Managing Editor, Florida State University Law Review, 19-1976. Member: Dallas and American Bar Associations; State Bar of Texas; The Florida Bar. PRACTICE AREAS: Probate Litigation; Elder Law Litigation; Commercial Litigation.
Email: mlv@wbwllp.com
STANLEY C. SIMON, born Memphis, Tennessee, May 6, 1926; admitted to bar, 1947, Tennessee; 1957, Texas; 1980, Oregon. Education: University Of Tennessee and New York University (B.S., cum laude, 1954); University of Tennessee (LL.B., 1948). Certified Public Accountant: Tennessee, 1954; Texas, 1956. Lecturer, Southern Methodist University School of Law, 1969-1974. Member: Dallas (Chairman: Taxation Section, 1969; Committee on Continuing Legal Education, 1969; Committee on Legal Education, 1972; Employee Benefits, Executive Compensation Section, 1992) and American (Chairman, Value Added Tax Committee, Section of Taxation, 1994-1995) Bar Associations; State Bar of Texas; Oregon State Bar. Senior Life Fellow, Dallas Bar Foundation. (Board Certified, Tax Law, Texas Board of Legal Specialization). PRACTICE AREAS: ERISA; Employee Benefits Law; Estate Planning Law; Probate Law.
Email: ssimonl@san.rr.com