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Philip M. Lindquist

Partner
Dallas
+1.214.939.5970
Fax +1.214.939.5849

Primary Practice

Secondary Practices

Education

  • J.D., University of Texas at Austin School of Law, 1983, (with honors, Order of the Coif)
  • B.S., Southern Nazarene University, 1980, (summa cum laude)

Admissions

  • Bar of California (Inactive)
  • Bar of Texas
  • Biography Overview
  • Additional Background

Mr. Lindquist has represented major bank trust departments, very wealthy individuals, family business owners and many individuals who simply wanted to be sure that their assets would benefit their families and charities to the greatest extent possible. Working for 20 years with individuals on their trust and estate-related issues taught Mr. Lindquist the importance of listening to each client and developing an approach that is right for them.

Mr. Lindquist has been Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization since 1995.

Areas of Emphasis

  • Tax issues
  • Estate planning

Professional Background

Mr. Lindquist is a well-respected speaker and author on trusts, estate planning and tax issues, and has  been named a Texas Super Lawyer by Law & Politics Magazine and Texas Monthly for three years.

Professional/Civic Activities

  • American Bar Association
  • State Bar of Texas
  • Dallas Bar Association
  • Fellow, The American College of Trust and Estate Counsel, Estate and Gift Tax Committee
  • Estate Planning Council of North Texas, Board of Governors, 2005-present
  • Dallas Estate Planning Council, Board of Governors, 1999-2001, 2003-2005
  • Board Member, Southern Nazarene University Foundation
  • Richardson Church of the Nazarene, Church Board, Chair, Finance Committee

Speaking Engagements

  • "Drafting to Win: Winning the Will Contest on the Front End," Presented at State Bar of Texas 20th Annual Estate Planning and Probate Drafting Course, October 29, 2009.
  • "Drafting to Avoid Litigation: Thoughts on Preventing Will and Trust Contests," Presented at State Bar of Texas 33rd Annual Advanced Estate Planning and Probate Course, June 11, 2009.
  • "Asset Protection Under The Bankruptcy Abuse Prevention and Consumer Protection Act of 2005," State Bar of Texas 30th Annual Advanced Estate Planning and Probate Course, June 7, 2006 
  • "Trust Modification," State Bar of Texas 31st Annual Advanced Estate Planning and Probate Course, June 7, 2006 
  • "If the Beneficiary is the Sole Trustee, Do You Have a Spendthrift Trust?," The Center for American and International Law, 43rd Annual Program on Wills, Trusts and Estate Planning, September 30, 2004
  • "Family Limited Partnerships and Limited Liability Companies," State Bar of Texas seminar, May 2005
  • “Domestic Asset Protection Trusts,” The Center for American and International Law — 42nd Annual Institute on Wills & Probate, May 2003
  • “Split-Dollar — Forgiven, But Going on the Wagon,” State Bar of Texas 27th Annual Advanced Estate Planning & Probate Course, June 2003
  • “Split-Dollar — Forgiven, But Going on the Wagon,” The Center for American and International Law — 41st Annual Institute on Wills & Probate, May 2002
  • “What Do We Do about Split-Dollar and About Annuities?” State Bar of Texas 25th Annual Advanced Estate Planning & Probate Course, June 2001
  • "Section 2053 Administrative Expenses: Prop. Hubert Regulations and Interest Deductions," State Bar of Texas's 10th Annual Advanced Drafting: Estate Planning & Probate Course, October 1999
  • "Non-Qualified Tax Deferred Annuities - A Lawyer's Perspective," American Bar Association Real Prop., Probate & Trust Law Section, 11th Annual Spring CLE, March 2000

Additional Information

Publications
  • "Taking Advantage of New Opportunities for Trust Modification," DBA Headnotes, 08-01-07
  • "Adapting to the 2005 Amendments to the Bankruptcy Code," June 7, 2007
  • "Adapting to the 2005 Amendments to the Bankruptcy Code," June 6, 2007 
  • "Judicial Construction and Modification of Trusts: Practical Advice for the Client," May 17, 2007 
  • "Living at the Margin gwith the New Texas Margin Tax," Estate Planning Council of North Texas, March 2007
  • Co-author - GST Planning - "When Your Daddy Becomes Your Son (or Grandson)," State Bar of Texas's 30th Annual Advanced Estate Planning & Probate Course, June 2006
  • "Spendthrift Trusts, Bankruptcy, and Being Your Own Trustee," Collin County Bar Estate Planning Section, January 2006
  • "Asset Protection Under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005," Estate Planning Council of North Texas, October 2005
  • “What Do We Do about Split-Dollar and About Annuities?” Houston Business & Estate Planning Council, January 2002
  • “The Hubert Regulations and Why They are Fundamentally Sound,” Probate & Property, September/October 2000
  • “Are Taxpayers Making Enough Lemonade? Deducting Interest Up-Front on the 706,” Probate & Property, May/June 2000
  • "Section 2053 Administrative Expenses: Prop. Hubert Regulations and Interest Deductions," Corpus Christi Estate Planning Council, November 2000
  • "Section 2053 Administrative Expenses: Prop. Hubert Regulations and Interest Deductions," Estate Planning Council of North Texas, October 2000
  • "Tax-Deferred Annuities: A 25% Economic Loss?  100% Taxation?", Probate & Property, November/December, 1998
  • "Non-Qualified Tax Deferred Annuities - A Lawyer's Perspective," Concho Valley (San Angelo) Estate Planning Council, January 1998
  • "Non-Qualified Tax Deferred Annuities - A Lawyer's Perspective," Dallas Estate Planning Council, January 1997
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