Background
Roberts, James V. was born on September 17, 1950 in Navasota, Texas, United States.
Roberts, James V. was born on September 17, 1950 in Navasota, Texas, United States.
University of Texas at Austin (Bachelor of Arts, 1972. Juris Doctor, 1975).
Worked at James V. Roberts, Professional Corporation (Dallas, Texas) specializing in Family Partnerships, Asset Protection Law, Estate and Gift Taxation Law, Wills Law, Trusts Law, Probate Law. Admitted to the bar, 1975, Texas. 1976, United States. District Court, Eastern District of Texas.
1977, United States.
Tax Court and United States. District Court, Northern District of Texas. 1988, United States. District Court, Southern District of Texas.
1989, United States.
District Court, Western District of Texas. Author: "Changes in the Tax Treatment of Installment Sales," Texas Bar Journal, Volume 45, Number. 7, July, 1982. Contributing Author: Texas Tax Guide, a Multi-Volume Reference Work Published By Matthew Bender, 1986.
Company-Author: "Reference and Procedures Manual-Family Limited Partnership", Fortress Financial Group, Incorporated.
1994 edition Instructor: Law and Banking, American Institute of Banking, Dallas, 1981-1984. Family Limited Partnership Planning, Fortress Financial Group, Incorporated., Dallas, Texas, February 1994-December 1995.
"Defending the Family Limited Partnership," 16th National Fortress Group Conference on Family Limited Partnerships, Dallas, Texas, September 1994. "Basic Family Limited Partnership Planning," Losch Financial Forum, Boca Raton, Florida, January 1995.
"Tax Aspects of and Accounting for Family Limited Partnerships," Florida Society of Accounting and Tax Professionals, Fort Lauderdale, Florida, January 1995.
"Basic Family Limited Partnership Planning," New York Conference on Limited Parnships, Fredonia, New York, January 1995. "Basic Family Limited Partnership Planning," Midland Estate Planning Council, Midland, Texas, March 1995. "Family Limited Partnerships," Wakefield, Browning & McCobb Conference on Family Limited Partnerships, Portland, Oregon, May 1995.
"Funding Procedures of FLP"s," 17th National Meeting of the Fortress Group, Dallas, Texas, May 1995.
"Basic Limited Partnership Planning and Estate Taxation Issues," New Jersey Conference on Family Limited Partnerships, May 1995. "Limited Partnerships in the Family Setting," Tarrytown, New York, Planning Conference, May 1995.
"Income Tax Savings in FLP"s" Fort Worth Business Owners Association keynote speaker, June 1995. "Basic Family Limited Partnership Planning with 419A Welfare Benefit Trusts," North American Company for Life and Health Insurance Family Limited Partnership Conference Series, Boston, Philadelphia, Cleveland, Indianapolis and Dayton, July-September 1995.
"FLP"s Today," Melville, New York Conference on Family Limited Partnerships, August 1995.
"Mechanics of Setting Up an FLP," Conference Chairman and Speaker, National Meeting of the Fortress Group, September 1995. "The FLP as a Tool for Asset Protection and Estate Planning," Tax & Investment Conference, Oak Brook, Chicago, Illinois, September 1995. "Training the Client on FLP Benefits and Procedures," Secura Investments Conference, Appleton, Wisconsin, October 1995.
"Limited Partnership Planning for Estate Taxation," Texas Society of Certified Public Accountants, Dallas, Texas, November 1995.
"FLP"s in a Nutshell," Sheboygan, Wisconsin Estate Planning Group, December 1995. "Family Limited Partnerships" Income Tax Advantages," Milwaukee Planning Symposium, Milwaukee, Wisconsin, December 1995.
"Welfare Benefit Trusts Inside Family Limited Partnerships," Marquette, Michigan Society of Certified Public Accountants, December 1995. Member: Dallas Bar Association.
State Bar of Texas.
Dallas and American Bar Associations. State Bar of Texas.