TAX-EXEMPT ORGANIZATIONS • TAX PLANNING • TAX CONTROVERSY • BUSINESS SUCCESSION PLANNING
FAMILY LEGACY PLANNING • FIDUCIARY LITIGATION • GUARDIANSHIPS • MEDIATION
Edward A. Copley is the recipient of the Distinguished Probate Attorney Lifetime Achievement Award (2019), an award given by the Real Estate, Probate, & Trust Law Section of the Dallas Bar Association.
Kandice R. Damiano, Beth Hampton, Amanda L. Holliday, Amy E. Ott, Rachel W. Saltsman, Jeffrey S. Hamilton, and Jennifer Sibley have been named by Thomson Reuters as 2019 Texas Rising Stars.
Congratulations to the 2018 Texas Super Lawyers announced by Thomson Reuters: Marvin E. Blum, John R. Hunter, Len Woodard, David Bakutis, and Dyann McCully.
Eight of our attorneys were recognized as Top Attorneys 2018 by 360 West magazine: David C. Bakutis, Marvin E. Blum, Amanda L. Holliday, John R. Hunter, Len Woodard, Dyann McCully, Amy E. Ott, and Rachel W. Saltsman.
Congratulations to our Fort Worth magazine’s 2018 Top Attorneys (in the area of Probate, Estate, and Trust): David C. Bakutis, Marvin E. Blum, Kandice R. Damiano, Laura L. Haley, Beth Hampton, Amanda L. Holliday, Dyann McCully, Kory W. Nelson, Amy E. Ott, Julie A. Plemons, and Rachel W. Saltsman, and three attorneys in the area of Tax: John R. Hunter, Len Woodard, and Cathy Moon.
Dyann McCully has been chosen for the State Bar of Texas, Real Estate, Probate and Trust Law Section, Guardianship Code Committee Member and the Fiduciary Litigation Course Planning Committee.
Interested in Warren Buffett’s thoughts on giving away money to charities or what amount is the right amount to leave to your children? CLICK HERE to read Mr. Buffett’s responses to questions Marvin Blum has asked Mr. Buffett in the past while attending the Berkshire Hathaway Annual Meeting in Omaha.
Marvin Blum was quoted in The Wall Street Journal in an article titled, “Crack and Pack: How Companies Are Mastering the New Tax Code.” Click Here to Read the Article.
Trusts & Estates magazine announced that Marvin E. Blum has been named the winner of the Trusts & Estates 2017 Distinguished Author award in the Thought Leadership category.
On October 11, 2017, Marvin E. Blum will be honored at the WealthManagement.com 2017 Executive Forum and Industry Awards gala at The Plaza hotel in New York City. The Wealth Management.com Industry Awards recognize outstanding achievement in the wealth management industry. Read the complete press release here.
Marvin E. Blum and David C. Bakutis were listed in The Best Lawyers in America© 2017.
Marvin E. Blum was interviewed on the STA Wealth Management Money Hour radio show discussing estate planning ideas and the coming tax reform. Click here to listen to the interview.
R. Dyann McCully was 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
“Who Should I Name as Beneficiary of Retirement Assets?” by The Blum Firm, P.C., May, 2019.
“New and Improved Red File Checklist” by The Blum Firm, P.C., January, 2019.
“Focusing on the Long Game” by Marvin E. Blum and Kelsey A. Brock, Trusts & Estates magazine, December, 2018.
77WABC “Mind Your Business” episode featuring Marvin Blum –
CLICK HERE to listen to Yitzchok Saftlas discussing business succession ideas with Marvin Blum.
“Weddings, Engagements, and Prenups” by Marvin Blum. CLICK HERE to find out what “to do” before the “I dos.” Trusts & Estates magazine (February 2018).
“New Tax Act: Save Income Taxes Through Business Restructuring” by Marvin Blum. CLICK HERE to read about the “pass-through deduction” and if it is right for you.
Read about the Family Advancement Sustainability Trust (the “FAST”) “A FAST Solution to Legacy Planning” by Marvin E. Blum, Gary V. Post, and Thomas Rogerson, Trusts & Estates magazine (December 2017).
Would you like additional information about FAST? CLICK HERE to register and listen to Trusts & Estates archive webinar with Marvin, Gary, and Thomas discussing the nuts and bolts of the FAST.
“Digital Assets Clauses For Will or Trust Agreement” by Douglas J. Paul and Emily R. Franco, Drafting Notes, Practical Law Trusts & Estates Journal (Winter Edition 2017).
“Trust FAQs: Ask an Estate Planner” by Brandye L. Brown and Julie S. Harris, Headnotes, Dallas Bar Association (December 2017).
“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
December 4, 2019: David Bakutis on “The Probate Process from Start to Finish” at the NBI Seminar (Fort Worth, Texas).
September 13, 2019: Dyann McCully on “Guardianship Mediation” at the Association of Attorney Mediators – Advanced Attorney-Mediator Training and CLE Seminar, with Misty Carter (Dallas, Texas).
September 11, 2019: Marvin Blum on “A ‘FAST’ Solution to Legacy Planning: The Family Advancement Sustainability Trust” at Community Foundation of Sarasota County (Bradenton, Florida).
September 10, 2019: Marvin Blum on “Top 5 Innovative Estate Planning Techniques with Life Insurance” at the Southwest Florida Estate Planning Council (Sarasota, Florida). CLICK HERE for handout
August 15, 2019: Dyann McCully and Amy Ott on “Filling the Gaps: Creating a Plan Beyond the Traditional Estate Plan” at the Texas Society of CPAs Advanced Estate Planning Conference (San Antonio, Texas).
July 26, 2019: Marvin Blum on “Basis Step-Up Planning in Wealth Transfer” at the Fort Worth Chapter of TSCPA Tax Institute (Fort Worth, Texas).
July 15, 2019: Marvin Blum at the Family Governance Symposium on “A ‘FAST’ Solution to Legacy Planning: The Family Advancement Sustainability Trust” (New York).
June 25, 2019: Dyann McCully on “How to Avoid or Alleviate Potential Complications in Probate Administrations” at the Fort Worth Chapter of TSCPA’s CPE Day 2019 (Fort Worth, Texas).
June 19, 2019: Marvin Blum at the Penn Mutual Life Insurance Advisor Training Forum on “Top 5 Innovative Estate Planning Techniques With Life Insurance”(Chicago, Illinois).
June 17, 2019: Marvin Blum at the State Bar of Texas’ Intermediate Estate Planning & Probate Course on “The ‘Soft’ Side of Estate Planning” (San Antonio, Texas).
June 11, 2019: Marvin Blum at the Lion Street Trusted Advisor Conference on “Funding a ‘FAST’ (Family Advancement Sustainability Trust) With Life Insurance to Keep the Family Strong From Generation to Generation” (Las Vegas, Nevada).
May 17, 2019: Marvin Blum at the 2019 FPA DFW Conference on “The New Age of Estate Planning: Questions That Make You a Hero to Your Clients” (Irving, Texas).
May 7, 2019: Marvin Blum at a private client dinner hosted by Morgan Stanley on “A ‘FAST’ Solution to Legacy Planning: The Family Advancement Sustainability Trust” (Grapevine, Texas).
May 2, 2019: Marvin Blum at the 2019 Estate Planning Seminar on “Strategies to Obtain a Basis Step-Up” (Midland, Texas). CLICK HERE for handout
April 30, 2019: Marvin Blum led a webinar for the Family Legacy Council on “The Intersection of Estate Planning and Family Governance: A ‘FAST’ Solution.”
April 17, 2019: Dyann McCully on “Mediation and Guardianship: How Rights and Interests Can Be Protected By Enhanced Mediation Training and Practices” (Texas Guardianship Association 2019 Conference, Austin, Texas).
April 5, 2019: Dyann McCully on “The (Un)Contested Guardianship” (State Bar of Texas 20th Annual Advanced Guardianship Law Course, Houston, Texas).
March 7, 2019: Dyann McCully on “Avoiding Traps in Guardianship” (North Texas Probate Bench Bar, Grapevine, Texas).