Levi M. Dillon

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817.877.1088 [email protected] Download vCard

Bourland, Wall, & Wenzel, P.C.
301 Commerce Street, Suite 2500
Fort Worth, Texas 76102

Levi M. Dillon joined the firm as an associate in 2015. He 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 a licensed Certified Public Accountant. He is Board Certified in Estate Planning and Probate Law, and his practice focuses primarily in the Estate Planning, Probate, Charitable Planning, Business Planning, and Tax Planning areas of the firm. He works with a wide range of clients to help them achieve their estate planning, wealth migration, asset protection, and tax planning goals.


Business Planning
  • Business Succession Planning
  • Family Limited Partnerships
Charitable Gift Planning
  • Charitable Gift Planning
  • Charitable Trusts
  • Testamentary Charitable Gifts, Charitable Gift Annuities, and Planned Giving
Estate Planning & Probate
  • Asset Protection Planning
  • Charitable Gift Planning
  • Estate Tax Planning
  • Family Business Succession Planning
  • Family Limited Partnerships
  • Fiduciary Litigation
  • Fiduciary Representation
  • Generation-Skipping Transfer Tax Planning
  • Income Tax Planning for Estates and Trusts
  • IRA and Retirement Plan Beneficiary Planning
  • Life Insurance Planning
  • Trust Planning
  • Wealth Migration Planning
  • Wills
  • Probate and Estate Administration
  • Probate and Trust Litigation
Tax Planning
  • Estate Tax Planning
  • Generation-Skipping Transfer Tax Planning
  • Income Tax Planning for Estates and Trusts
Practice Areas

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Background Information

Experience

  • Pope, Hardwicke, Christie, Schell, Kelly & Ray, L.L.P., 2012-2015
  • Ernst & Young, L.L.P., 2004-2009

Industry Experience

  • Construction
  • Entrepreneurs & Start-Up Companies
  • Family Businesses
  • Financial Institutions
  • Manufacturing
  • Oil & Gas
  • Real Estate
  • Technology

Admissions & Certifications

  • State Bar of Texas, 2012
  • Certified Public Accountant, Texas State Board of Public Accountancy, 2007
  • Board Certified: Estate Planning and Probate Law – Texas Board of Legal Specialization

Professional & Civic Involvement

  • Top Attorney, Fort Worth Texas Magazine: 2021
  • Top Attorney, 360 West Magazine: 2019-2021
  • 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
  • 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

Publications

  • 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

Education

  • J.D. SMU Dedman School of Law; B.B.A. and M.S. (Accounting) Texas A&M University
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