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Wendy Brown Horton

Partner
Email: 
whorton@lphmlaw.com

Wendy B. Horton represents clients in both Louisiana and Texas in multiple areas of law, including: trust and estate planning, tax law, state and federal securities law and compliance, corporate law, nonprofit law, succession and probate law, entity formation, corporate acquisitions and dispositions, closely held business law, and real estate law.

Representative Experience

  • Representation of clients in the preparation of wills, trusts, family limited partnerships or limited liability companies, and other instruments to implement estate plans to minimize estate taxes and accomplish goals
  • Creation and implementation of comprehensive estate planning strategies, such as special needs trusts, long-term care planning, family investment entities, estate freeze transactions, and charitable donation planning
  • Represented numerous businesses in entity formation, shareholder or member agreements, mergers and acquisitions, and owner disputes
  • Representation of clients in the formation of 501(c)(3) charitable organizations and foundations, including application for tax exempt status with Internal Revenue Service
  • Served as in-house counsel with multiple Registered Investment Advisors (RIAs) registered with the Securities and Exchange Commission
  • Served as lead outside compliance consultant with multiple RIAs registered with the Securities and Exchange Commission
  • Represented restaurant franchisee in acquisition, operation, and disposition of restaurants

Education
Wendy earned her B.A., cum laude, from Tulane University in 2003. She earned her J.D., from Loyola University New Orleans College of Law in 2006 and earned her LL.M. from Southern Methodist University School of Law in 2007.

Admissions
Admitted, Louisiana, 2006; Texas, 2007

Memberships
Member, Shreveport, Louisiana State, Texas State; Louisiana and Texas Young Lawyers Association; Tax and Estate Planning Council of Shreveport

Service

  • Treasurer, Shreveport Bar Association – Women’s Section, 2017 
  • Inductee, Leadership Louisiana, Council for a Better Louisiana, Class of 2016
  • Court Appointed Special Advocate (CASA), 2016 – Present
  • Volunteer, Volunteers for Youth Justice, 2016 – Present
  • Volunteer, Caddo Parish Council on Aging, 2016 – Present 
  • Member, Community Advisory Board – Cross Keys Bank, 2015 – Present
  • Mentor, Louisiana StartUp Prize, 2014 – Present 
  • Secretary, Cohabitat Foundation (“Cohab”), 2013 – Present 
  • Member, 5k Committee, Girls on the Run, 2014 – 2015 
  • Member, Board of Directors, Independence Regained, 2011 – 2013
  • Member, Board of Directors, Northeast Louisiana Arts Council, 2010 – 2013
  • Volunteer, Children’s Coalition of Northeast Louisiana, 2009 – 2011
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Articles, Publications, and Presentations

  • Presenter, Estate Administration from Start to Finish, National Business Institute Seminar, 2016
  • Presenter, Business Basics, Cohab, 2016
  • Co-Presenter, A Look Forward, A Look Back Trusts & Estate Tax Update, Society of Louisiana Certified Public Accountants – Shreveport Chapter, 2015
  • Co-Presenter, An Introduction to Estate Planning, Junior League of Shreveport-Bossier, 2015
  • Keynote Panel Speaker, Louisiana StartUp Prize, 2015
  • Author, Electing Portability It’s Not Too Late to File,” August 28, 2014. 
  • Presenter, Maintaining an Ethical Balance in Probate Practice, National Business Institute Seminar, 2014
  • Presenter, Administering the Estate Effectively, National Business Institute Seminar, 2014
  • Presenter, Advising Your Business Clients: The Affordable Care Act, Society of Louisiana Certified Public
  • Accountants - Shreveport Chapter, 2014
  • Co-Presenter, Eggs, Bacon, and the Affordable Care Act, Kean Miller LLP Seminar, 2014
  • Co-Presenter, Estate and Tax Planning with Trusts, Society of Louisiana Certified Public Accountants – Shreveport Chapter, 2014
  • Guest Lecturer, The UCC Meets the CISG, Pole Universitaire-Leonardo DeVinci, Paris, France, 2009
  • Presenter, Legal Considerations for Small Business Owners, Louisiana Small Business Development Center, 2009