ESTATE PLANNING • ASSET PROTECTION PLANNING • BUSINESS PLANNING

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

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Firm News

Lani A. Payne, J.D., LL.M, joins our Dallas office.

Amy E. Ott is serving on the  Board of Directors for the TSCPA as a Chapter-elected TSCPA director.

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

Amy E. Ott, Rachel W. Saltsman, and Christine S. Wakeman have completed their board certification in Estate Planning & Probate Law by the Texas Board of Legal Specialization.

Recent Publications

“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 Speeches

August 4, 2016: John R. Hunter will be speaking at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Choice of Entity.”

August 5, 2016: Marvin E. Blum will be speaking at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Business Succession Planning.”

August 5, 2016: Gary V. Post will be speaking at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Estate Tax Update.”

Recent Speeches

June 21, 2016: Christine S. Wakeman at the 2016 Intermediate Estate Planning & Probate Course in San Antonio on “Dissecting a Will Someone Else Drafted.”

May 13, 2016: Gary V. Post at the Collin County Probate Bar The Estate Planning World Changed – Did You Get The Memo?

May 13, 2016: Marvin E. Blum at the 2016 Annual Meeting of The Nautilus Group of New York Life Insurance Company in Plano on “Business Succession Planning Roadmap: A Planner’s Ten-Step Guide.”

June 9, 2016: Marvin E. Blum at Lion Street, Inc.’s Trusted Advisor Conference in Las Vegas on “Using Life Insurance for Basis Planning with Generational Loans.”