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, 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
June 25, 2019: Dyann McCully will be speaking on “How to Avoid or Alleviate Potential Complications in Probate Administrations” (CPE Day 2019, Fort Worth Chapter TSCPA).
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.” CLICK HERE for content(Midland, Texas)
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).
October 31, 2018: Marvin Blum at the 2018 Permian Basin CPE Expo hosted by the Permian Basin Chapter of the TSCPAs on “Tax Planning Ideas in Light of Tax Cuts and Jobs Act of 2017” CLICK HERE for content.
October 22, 2018: Marvin E. Blum (Las Vegas) at The McGehee Group’s XIV Annual Advisors Conference on “Squeeze, Freeze, & Burn: Estate Planning with 678 Trusts” CLICK HERE for content.
October 16, 2018: Marvin E. Blum at the Midland-Odessa Business and Estate Council on “Squeeze, Freeze, & Burn: Estate Planning with 678 Trusts” CLICK HERE for content.
October 17, 2018: Gary Post at the Family Advancement Sustainability Trust to the Estate Planning Council of Central Texas at The University of Texas Club in Austin, Texas.
October 4, 2018: Dyann McCully with Catherine Goodman at the State Bar of Texas Estate Planning & Probate Drafting Course, “Drafting Guardianship Management Trusts: A New Look at Our Familiar Friend” (Dallas, Texas).
September 15, 2018: Dyann McCully with Catherine Goodman at the Tarrant County Probate Bar Association – Probate Litigation Seminar, “The (Un)Contested Guardianship” (Texas A&M School of Law, Fort Worth, Texas).
September 15, 2018: David Bakutis and Beth Hampton at the Tarrant County Probate Bar Association – Probate Litigation Seminar, “Creditor’s Claims and Allowances in Decedent’s Estates and Guardianships” (Texas A&M School of Law, Fort Worth, Texas).
August 2, 2018: Marvin E. Blum at the 34th Annual Fort Worth CPA Tax Institute, “Tax Planning Ideas in Light of Tax Cuts and Jobs Act of 2017” CLICK HERE for content.
August 2, 2018: Gary V. Post at the 34th Annual Fort Worth CPA Tax Institute, “Estate Planning for the 99% Ideas for the 1%” CLICK HERE for content.
July 25, 2018: Kelsey A. Brock at the Cooper Institute Life Long Learning Event, “Health and Wealth in a Digital Age” (co-presenter with Neal Wadley, Westhold Holdings Group).
June 13, 2018: Dyann McCully at the Advanced Estate Planning and Probate 2018 Conference, “Management Trusts from Start to Finish” (Dallas, Texas).
May 17, 2018: Kelsey A. Brock at the Wichita Falls Society of CPAs, “Estate Planning Under the New Tax Act.”
April 24, 2018: Kelsey A. Brock at the Preston Center Rotary Club, “Estate Planning in the Digital Age.”
March 2, 2018: Dyann McCully at the Texas Tech University Estate Planning & Community Property Law Journal CLE & Expo, “Suing the Bond Company When a Guardian Mismanages Estate Funds.” CLICK HERE for brochure.
January 21, 2018: Marvin E. Blum spoke at the Annual Meeting of “Forum 400” in New Orleans, “Marketing Opportunities Under the New Tax Act.” CLICK HERE for content.
December 1, 2017: Dyann McCully at the 12th Annual Fiduciary Litigation Course in San Antonio, “Suing and Collecting on Bonds for Breaches by Administrators and Guardians.”