Philip M. Lindquist

philip-lindquist
Lindquist Wood Edwards LLP
1700 Pacific Avenue, Suite 2280, Dallas, Texas 75201-7394
469.754.2811 (voice)   phil@mylawteam.com  214.953.0410 (fax)

EDUCATION & PROFESSIONAL

B.S., Accounting – Southern Nazarene University (summa cum laude 1980)

J.D. – University of Texas (with honors 1983) (The Order of the Coif)

Board Certified in Estate Planning & Probate Law (December 1995)

Fellow – The American College of Trust and Estate Counsel (April 1997; Estate & Gift Tax Committee 2005 –  ‘11, 2014 –; Transfer Tax Study Committee 2014 –)

The Best Lawyers in America – Trusts & Estates and Litigation – Trusts & Estates

Estate Planning Council of North Texas Board of Governors (2005 – 2007)

Dallas Estate Planning Council Board of Governors (1999 – 2001; 2003 – 2005)

RECENT LAW RELATED PUBLICATIONS AND SPEECHES

Author/Speaker – Defenses to a Will Contest

Collin County Bar Association Estate Planning/Probate Section (September 2016)

State Bar of Texas 40th Annual Advanced Estate Planning and Probate Course (June 2016)

Co-Author/Speaker – Drafting Defective Grantor Trusts

American Bar Association Skills Training for Estate Planners (July 2008 – 2013, 2015 – )

Author/Speaker – Making Charitable Gifts of Non-Marketable Assets a Success

Communities Foundation of Texas – Professional Advisors Series (January 2015)

Author/Speaker – Basic Trust & Estate Income Tax Planning

American Bar Association Skills Training for Estate Planners (July 2014)

Author/Speaker – Drafting Fiduciary Powers for Trust Protectors and Independent Trustees

State Bar of Texas 24th Annual Estate Planning & Probate Drafting Course (October 2013)

Author/Speaker – New Law Income Tax Issues

Estate Planning Council of North Texas (October 2013)

Author/Speaker – Where Do We Go From Here? – A Tax Law Update

Dallas Bar Association Probate Trusts & Estates Section (March 2013)

Collin County Bar Estate Planning and Probate Section (June 2014)

Author/Speaker – Estate Planning in 2012, 2013 and the Foreseeable Future

Tax and Estate Planning Council, Shreveport, Louisiana (December 2011)

Collin County Bar Estate Planning and Probate Section (August 2012)

Speaker – Estate Planning Effects and Strategies Under the “Tax Relief . . . Act of 2010”

Dallas Bar Association Tax Section (January 2011)

Co-Author/Speaker – Judicial and Non-Judicial Trust Modifications and Terminations

Dallas Bar Association Probate Trusts & Estates Section (January 2010)

Co-Author/Speaker – Drafting to Win: Winning the Will Contest on the Front End

State Bar of Texas 20th Annual Estate Planning and Probate Drafting Course (October 2009)

Co-Author/Speaker – Drafting to Avoid Litigation: Thoughts on Preventing Will and Trust Contests

State Bar of Texas 33rd Annual Advanced Estate Planning and Probate Course (June 2009)

Co-Author/Speaker – Tips and Traps in Creating and Administering Defective Grantor Trusts

Houston Business & Estate Planning Council (February 2009)

Author/Speaker – Practical Thoughts on GRATs, Sales to Grantor Trusts and Other Freeze Transactions

Estate Planning Council of North Texas (January 2008)

Speaker – Recent Developments in Futile Care Legislation:  Nat’l, State and Local Perspectives (Recent Texas Experience)

American Bar Association Teleconference & Live Audio Webcast (July 2007)

RECENT COMMUNITY ACTIVITIES

Southern Nazarene University (Bethany, Oklahoma) – Trustee (2007 – 2013 ) and Foundation Board Member (1993 – )

Nexus Community, A Church of the Nazarene (Dallas, TX) –Church Board Member (2010 – ) (church meets and ministers in a low income housing complex)

PERSONAL

Married to Debbie (1980), children are Daniel (31, PhD candidate at Indiana Univ.) and Laura (28, RN in Plano, Texas);

Raised in Far North Dallas (Renner) and attended Plano Independent School District, Grades 1 to 12

Hobbies are travel (been to forty nine states at least three times, all fifty state capitols and thirteen foreign countries), cars, politics, economics, current events, theology, and being a fan of auto racing and the Dallas Mavericks