Philip M Lindquist
K&L Gates' Private Clients practice counsels individuals and families throughout their lifetimes as they acquire and accumulate assets, experience life changes such as marriage and the birth or adoption of a child, seek to preserve their wealth and ultimately pass it on to future generations as tax-efficiently as possible. Through close working relationships, we learn what matters to a client, then tailor our advice accordingly, taking our clients to whatever level of sophistication they believe is sensible for them. Our clients include business owners, entrepreneurs, executives, celebrities, artists, non-citizens of the United States, persons with newly-acquired wealth and persons with inherited wealth. We apply our extensive transactional and litigation experience to fashion appropriate solutions to our clients' needs. Regardless of our clients' styles and goals we take pride in addressing their concerns in a clear and understandable manner.
The K&L Gates Private Client practice is broadly divided into three categories:
* Lifetime tax planning:
Our practice embraces general domestic estate planning, as well as international estate planning for clients with multi-jurisdictional tax and asset issues. We frequently advise in multi-generational family situations, often where the family concerned owns a family or closely-held business.
* Tax and Trust Litigation:
Tax and trust or estate-related litigation is a highly specialized area. Our Private Clients group includes lawyers who have extensive litigation experience, particularly in advising high net worth individuals, beneficiaries, professional or private executors and trustees in disputes involving will contests, the interpretation of wills and trusts, breaches of fiduciary duty, the administration of trusts and estates and tax controversies.
* Wills, Probate and Administration of Estates:
The Private Clients group handles all aspects of domestic and international estate and settlement, including the probate of wills, the collection of estate assets and post-mortem tax planning.
Fellow - American College of Trust & Estate Counsel
Philip M Lindquist
K&L Gates LLP
1717 Main St #2800
Dallas TX 75201
Tel: 214 939-5970
Fax: 214 939-5849
E-mail: phil.lindquist@klgates.com
Areas of Emphasis
* Tax issues
* Estate planning
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.
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