YOUR BENEFICIARY MOVED TO BOSTON WHY SHOULD YOU CARE? JAMES V. - PDF document

YOUR BENEFICIARY MOVED TO BOSTON WHY SHOULD YOU CARE? JAMES V. (“JIM”) ROBERTS Glast, Phillips & Murray, P.C. 14801 Quorum Drive, Suite 500 Dallas, Texas 75254-1449 Ph: (972) 419-7189 Fax: (469) 206-5047 Estate Planning Council of North Texas October 16, 2019 Gleneagles Country Club, Plano, Texas

James V. (“Jim”) Roberts Attorney and Counselor Fellow, American College of Trust and Estate Counsel Board Certified in Estate Planning & Probate Law Glast, Phillips & Murray, P.C., Attorneys & Counselors 14801 Quorum Drive, Suite 500 Dallas, Texas 75254-1449 (972) 419-7189 Telephone Number (469) 206-5047 Direct Fax jvroberts@gpm-law.com Education:  University of Texas at Austin (B.A., 1972)  University of Texas School of Law (J.D., 1975) Affiliations:  Fellow, American College of Trust and Estate Counsel  American Bar Association Member of the ABA Real Property, Probate and Trust Section; Standing Committee on Continuing Legal o Education (2008-2018); Vice-Chair of eCLE (2008-2018); Assistant Editor for e-Report (2008-2017); Lead Shepherd for the 2016 Spring Meeting in Boston and the 2017 Spring Meeting in Denver; Vice Chair of the Estate & Gift Tax Committee (2007-2011)  State Bar of Texas Member of the Tax Section; Council (elected) 2018-present; Council (appointed) 2015-2018; Course Co- o Director of the Advanced Tax Law Course 2014, 2015, 2016, 2017 and 2018; Member of the Partnership and Real Estate Taxation Committee; Member of the Continuing Education Committee; Chair of Estate & Gift Tax Committee (2008-2009); Vice Chair of the Estate & Gift Tax Committee (2007-2008); Assistant Editor of The Texas Tax Lawyer (2006-2007); Vice-chair of the Publications Committee (2006-2007) Member of Real Estate Probate & Trust Law Section; Probate Law Committee (2012-2013); Reporter for the o REPTL Reporter (2102-2013)  Dallas Bar Association Member of the Tax Section; Chair of the Tax Section (2012-2013); Vice-Chair (2010-2011); Secretary- o Treasurer (2009-2010); Council (2008-2013) Member of the Probate Section; Council (2012-2014) o  Texas Academy of Trust and Estate Lawyers Licenses and Admissions:  Licensed to Practice Law in Texas – 1975  Licensed to Practice Law in Colorado – 1997  Admitted to Practice before the United States Tax Court – 1977; 5 th Circuit Court of Appeals – 1981; Federal District Courts in Texas - Eastern District 1977; Northern District 1981; Southern District 1989; Western District 1990 Recent Publications and Speeches:  Author/Speaker: 9100 Relief for Late Regulatory Elections, State Bar of Texas 32 nd Annual Advanced Tax Law Course  Author/Speaker: Obtaining Section 9100 Relief Related to a Missed Section 754 , American Bar Association Section of Real Property, Trusts and Estates 25 th Anniversary Spring Symposium  Author/Speaker: Making the Transition From the Probate Code to the Estates Code, Dallas Bar Assoc. Friday Clinic  Author/Speaker: Estate Planning’s Brave New World, Dallas CPA Society Society Member Appreciation CPE Series  Author/Speaker: Finding Your Way in the New Estates Code, Denton County Bar Assoc. Probate Section  Author/Speaker: A Non-Tax Lawyers Guide to 2013 Taxes, Dallas Bar Assoc. Friday Clinic  Author/Speaker: Wills and Living Trusts – Useful Clauses and Forms, New Laws and a Touch of Taxes , Dallas Bar Assoc. Friday Clinic