Levi M. Dillon is a graduate of the SMU Dedman School of Law (J.D.), has a B.B.A. and M.S. in accounting from Texas A&M University, and is Board Certified in Estate Planning and Probate law. Levi is also a licensed (retired status) Certified Public Accountant. His practice focuses on helping clients achieve their wealth succession goals through estate planning, estate and trust administration, charitable planning, and closely held business planning.

Levi grew up in Arlington, Texas, and enjoys traveling, spending time outdoors, and watching his children participate in various sports and activities as their number one fan. He and his wife, Kim, live in Fort Worth, Texas, with their four children, Noah, Wyatt, Truett, and Brynlee, and their spaniels Lyla and Scout.

BAR ADMISSIONS & CERTIFICATIONS:
• State Bar of Texas, 2012

• Board Certified by Texas Board of Legal Specialization, Estate Planning and Probate, 2019

• Certified Public Accountant, Texas State Board of Public Accountancy, 2007

PROFESSIONAL AND CIVIC INVOLVEMENT:

State Bar of Texas: Real Estate, Probate, and Trust Law Section
Leadership Development Academy, 2016-2017 Tarrant County Bar Association:
Tax and Estate Planning Section, President, Vice President and Treasurer, 2017-2019
Fort Worth Business and Estate Section

Tarrant County Probate Bar Association
Board Member, 2022-Current

Tarrant County Young Lawyers Association

Texas Society of Certified Public Accountants
TSCPA Advanced Estate Planning Conference, Planning Committee, 2017-2019
Fort Worth Chapter, Tax Institute Planning Committee Member, Vice Chair, 2017-2020

ARTICLES AND PRESENTATIONS:

• Author and Presenter, 46th Annual Advanced Estate Planning & a Probate Course, State Bar of Texas, June 2022, When the Grass is Greener: Considerations in Selecting Trust Situs

• Presenter, 45th Annual Advanced Estate Planning & Probate Course, State Bar of Texas, June 2021, Charitable Planning Toolbox

• Co-Presenter, Texas Society of CPAs Tax Summit, 2020, Errors on Form 706 and Form 709

• Co-Author of Reference Outline for Texas Society of CPAs Tax Summit, 2020, Grantor Trusts

• Author of Article, Dallas Estate Planning Council and Amarillo Estate Planning Council, 2018 and 2019, respectively, Directed Trusts in Texas

• Presenter, Handling Your First (or Next) Trust, 2019, Fixing or Killing Off Broken Trusts

• Co-Author of Reference Outline for 42nd Annual Advanced Estate Planning & Probate Course, State Bar of Texas, 2018, BDITs and QSSTs

• Co-Author of Reference Outline for Texas Society of CPAs Advanced Estate Planning Conference, August 2018, Grantor Trusts – A Survey

• Author of Article, Dallas Estate Planning Council, 2018, Who’s in Charge? Understanding and Using Directed Trusts

• Co-Presenter, Midland Memorial Foundation, 2018, Form 709 and Form 706 Overview

• Co-Presenter and Co-Author, American Law Institute CLE, 2018, Drafting Strategies for Estate Planners: Creating Documents to Withstand the Challenge

• Presenter, Texas Society of CPAs Advanced Estate Planning Conference, Estate Planning Workshop, August 2017

• Co-Author of Reference Outline for Texas Society of CPAs Advanced Estate Planning Conference, August 2017, Section 678 Trusts and Other Advanced Alternatives

• Author of Article for 40th Annual Advanced Estate Planning & Probate Course, State Bar of Texas, June 2016, Who’s in Charge? Understanding and Using Directed Trusts