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
“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
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.”
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.”