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Thomas Walton Dallas
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Chat withLicenses
Licensed in Mississippi for 42 years
State: Mississippi
Acquired: 1983
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Thomas Walton Dallas's Reviews
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1 Client Review
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Practice Areas
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Showing 1 - 1 of 1 review
Posted by Ruth | September 04, 2012 | Estate Planning
Walt's advice and planning for my mother's complicated estate was invaluable.
When my great aunt died, she had left a will bequeathing everything to my mother. Unfortunately, a distant cousin had already accessed all her assets so it appeared my mother would get very little. Walt acted quickly and, without litigation, succeeded in regaining my mother's inheritance within a wee...
Thomas Walton Dallas's Lawyer Endorsements
"I have had the pleasure of working with Walt on advanced tax planning cases, for the past 3 years.Walt is an excellent tax attorney, who also has a great sense of humor. I recommend him, without any hesitation."
"I've known of Walt for some time but recently had the opportunity to work with his office at an estate planning conference. He and his staff were impressive in the depth of their knowledge and concern for clients. I recommend Walt for your estate and tax planning needs."
"I have enjoyed knowing Walt Dallas over the years, both personally and professionally. He is an outstanding attorney who provides expert estate planning services with a warm, personal touch. If you are in Mississippi and are looking for an estate planning attorney with both impeccable credentials (e.g., an LL.M, Master of Laws in Taxation) and the highest integrity, then I recommend Walt Dallas without reservation."
"I endorse this lawyer. Walt does everything from estate planning, business planning to tax planning for your estate and business."
"In the Jackson area, you cannot do better than to work with Tom, there are few lawyers who care so much about the clients they serve and who also have the expertise needed to ensure they have the best planning possible."
Mark Wight
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Kyle Krull
Estate planning lawyer
Rodney Halstead
Estate planning lawyer
Michael McCafferty
Estate planning lawyer
Marty Burbank
Business lawyer
Ronald Morton
Elder law lawyer
Experience
Honors
2010
Honor Roll, Mississippi Association of Insurance and Financial Advisors
1977
Mr. Callaway, Callaway High School
Work Experience
2006 - 2012
Owner, T. Walton Dallas, PA
1994 - 2006
Managing Partner, Barnes, Broom, Dallas and McLeod
1990 - 1994
Partner, Croswait Terney
1987 - 1990
Attorney, Dossett Goode Barnes & Broom
1984 - 1987
Accountant, Touche Ross & Co.
Associations
2009 - Present
Mississippi State University Insurance Department Advisory BoardMember
2006 - Present
Rankin County Bar AssociationAttorney
2006 - Present
National Academy of Elder Law AttorneysAttorney
2003 - Present
InKnowvision InstituteMember
2002 - Present
Mississippi Tax InstituteMember
2000 - Present
MSU Estate Planning CounselMember
1987 - Present
Hinds County Bar AssociationAttorney
2012 - 2013
Estate Planning CounselVice President
Sample of Legal Cases
Lady Forest Farms vs. State of Mississippi
Taxpayer won at the Supreme Court
Education
1984
Southern Methodist University
Masters
1983
University of Mississippi
Law
1981
Mississippi State University
BPA Accounting
1981
Mississippi State University
Insurance
Speaking Engagements
2011
Monthly Meeting
Estate Tax Status
2011
FGGI
PAT the 3 Headed Dragon
2009
NBI
Estate Administration Procedures: Why Each Step is Important, July 24, 2009
2009
National Business Institute
Estate Administration Procedures: Why Each Step is Important
2009
CE Extravaganza
Estate Planning
2008
Speech
Estate Planning
2008
FSGI
PAT the 3 Headed Dragon
2008
CE Extravaganza
Estate Planning
2007
Fall InKnowVision Institute
Charitable Income Limited Partnerships
2007
Estate Planning at Southern Farm Bureau
Estate Planning at Southern Farm Bureau
2007
Annual Convention
Asset Protection and Family Limited Partnerships
2007
Annual CE
Basic and Advanced Estate Planning on Wills, Trusts
2006
MSU Insurance Day
Estate Planning
2006
Annual CE
Mississippi Association of InAdvanced Estate Planning on Wills, Trusts
2005
Asset Protection Techniques in Mississippi
Asset Protection Techniques in Mississippi
2004
Mississippi Probate: Beyond the Basics
Mississippi Probate: Beyond the Basics
2003
Family Limited Partnerships in Mississippi
Family Limited Partnerships in Mississippi
2003
Annual Charitable Giving Conference at University of Southern Mississippi
Charitable Giving and Wealthmanagement
2002
Trust and Asset Protection Alternatives in Mississippi
Trust and Asset Protection Alternatives in Mississippi
2002
The Complete Trust Workshop
The Complete Trust Workshop
2002
Family Limited Partnerships
Estate Planning, Family Limited Partnerships
2001
John Hancock, Mississippi Division
Defined Benefits Plans under 412 (i) and the 2001 Tax Act, July 16, 2001
2001
Jackson Tax Institute Monthly Meeting
Deferred Compensation;
2001
Integrating Retirement Plans into the Estate Planning Process in Mississippi
Integrating Retirement Plans into the Estate Planning Process in Mississippi
2000
2000 annual meeting of Paleveda and Rome, PLLC in Miami, Florida
Deferred Compensation
1999
Financial Planning Association of Mississippi’s Annual Symposium
Family Limited Partnerships
1998
Mississippi State Bar
Ethics
1998
Mississippi Chapter of the Certified Public Accountants
IRA Distributions
1997
Mississippi State Bar
Deferred Compensation
1988
Special Event
Estate Planning
1987
5 Week Series
Revocable Trusts
Publications
2012
Metro Business Chronicle
Estate Tax Options
2012
Estate Planning 123 Blog
Estate Planning 123 Blog
2011
www.estateplanning123.com
Estate Planning 123
2010
Metro Business Chronicle
Estate Tax Mess
2008
Reversible Trusts 2008
Reversible Trusts
2006
Metro Business Chronicle
Bonus Depreciation in the Go Zone
1998
Delta Business Journal
Estate Planning
1997
Mississippi Hospitality and Restaurant Association Magazine
Estate Planning
1996
Delta Business Journal
Payroll Tax Credits
1996
Delta Business Journal
Retirement Planning
1985
Metro Business Chronicle
To Be or Not To Be
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
See More Legal AnswersLegal Guides
Legal Guide
The "Big Gift" Window Closing?
01 Sep 2012
Legal Guide
Expatriates Get A Tax Swat Upon Exit
01 Sep 2012
Legal Guide
A Graduation Gift that Keeps on Giving
01 Sep 2012