ESTATE PLANNING • ASSET PROTECTION PLANNING • BUSINESS PLANNING

ESTATE ADMINISTRATION/PROBATE • TAX-EXEMPT ORGANIZATIONS • TAX PLANNING • TAX CONTROVERSY

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Firm News

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.

Fort Worth magazine has named 15 attorneys in our Fort Worth office as “2016 Top Attorneys.”

Area of Practice-Probate, Estates, & Trust: Marvin E. Blum, Gary V. Post, Amanda L. Holliday, Amy E. Ott, Rachel W. Saltsman, David Bakutis, Dyann McCully, Laura L. Haley, Catherine R. Moon, Kandice R. Damiano, Julie A. Plemons, Emily Seawright, and Beth Hampton.

Area of Practice-Tax:John R. Hunter and Len Woodard.

Marvin E. Blum, Gary V. Post, John R. Hunter, Steven W. Novak, and Len Woodard, David C. Bakutis, and R. Dyann McCully have been named 2016 “Super Lawyers” by Thomson Reuters.

Amanda L. Holliday has been named a “Texas Rising Star Super Lawyer” by Thomson Reuters for eight years in a row.

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)

“The End of Valuation Discounts for Family-Owned Discounts” (2016)

“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 will be speaking at the National Business Institute, “The Probate Process From Start to Finish.”

May 11, 2017: Dyann McCully will be speaking in Frisco at the National Business Institute, “The Probate Process From Start to Finish.” For more information click here.

April 22, 2017: Dyann McCully and Beth Hampton will be speaking about Adult Guardianships 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.”