Welcome our newest Senior Associate, Jeffrey S. Hamilton, to our Dallas office!
Marvin E. Blum was recently interviewed on FINANCIAL PLANNING FRIDAYS with Guest Host, Scott Bishop, MBA, CPA/PFS, CFP® discussing estate planning ideas and the coming tax reform. Click here to listen to the interview.
R. Dyann McCully was recently interviewed by the Star Telegram in an article titled, “What to do When an Elderly Neighbor Needs a Guardian.” Click Here to Read the Article.
Recent White Papers & Publications
“Filling in the Gaps: Create a “Red File” for Clients to Cover Issues Beyond Traditional Estate Planning” by Marvin E. Blum, Trusts & Estates magazine (February 2017)
“Squeeze, Freeze, and Burn: Estate Planning With 678 Trusts” by Marvin E. Blum (2016).
“Hit by the Bus – Who’s Next if the Business Owner Dies?” by Marvin E. Blum, FW Inc. magazine, July-August, 2016.
“Using Trusts to Hand Down Retirement Assets” by Amy E. Ott, FW Inc. magazine, February, 2016.
“Changing the Playbook-How to Prepare Heirs for What’s Coming” by Marvin E. Blum, Trusts & Estates magazine, February, 2016.
“I enjoyed your article in the latest edition of Trusts & Estates. It should be required reading for anyone who is wealthy and in the process of planning their estate. If it were, we could have probably avoided a number of unpleasant family squabbles.” Wm. J. Hudspeth, Jr., Austin Trust Company
Upcoming and Recent Speeches
June 23, 2017: Emily R. Franco at the National Business Institute, “The Probate Process From Start to Finish.”
May 11, 2017: Dyann McCully in Frisco at the National Business Institute, “The Probate Process From Start to Finish.”
April 22, 2017: Dyann McCully and Beth Hampton recently spoke at the “People’s Law School,” at Texas A & M School of Law.
April 4, 2017: Emily R. Franco at the Texas Association of Royalty Owners “Planning Opportunities for Mineral Interests.”
October 26, 2016: Marvin E. Blum at the Women’s Center Financial Advisor Seminar (Fort Worth, Texas) “Helping Your Clients Achieve Their Philanthropic Goals.”
October 25, 2016: Marvin E. Blum at the Landowner’s Forum (Dallas, Texas) “Call For Action: Valuation Discounts For Family-Owned Entities.”
August 4, 2016: John R. Hunter at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Choice of Entity.”
August 5, 2016: Marvin E. Blum at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Business Succession Planning.”
August 5, 2016: Gary V. Post at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Estate Tax Update.”